95% of millennials and 85% of all individual investors are interested in sustainable investing. 1 Ethos helps you generate leads and engage individuals who care about impact with a simple, branded Impact Assessment.
The assessment gathers input on the causes each client cares about, using 1-7 ratings for causes based on the United Nations Sustainable Development Goals (see all Ethos causes).
Share your assessment on your website, email or social; embed a customizable, branded widget; or participate in an educational webinar for your clients and leads (organized by Ethos).
We capture contact info for you for any lead who completes the assessment.
Design the right portfolio for each client with personalized impact analytics and modeling tools.
We combine 2 million data points from credible sources into easy, 0-100 ratings of companies and funds, then tailor data to the specific causes each client cares about.
Data comes from 200+ metrics, such as governmental fines, greenhouse gas emissions, percentage of women on the board of directors, and quality of human rights policies.
Design and save portfolio models personalized to each client, built on robust impact analytics.
Deepen relationships with clients by showing them the impact you're helping them achieve.
Easily generate beautiful, personalized, shareable impact reports covering a client's portfolio and your proposals.
Structure client conversations around measurable impact metrics, the UN Sustainable Development Goals, financial performance, and more.
Show your clients you can help them with all of their goals -- financial and impact.