Engage clients and leads with a simple, branded 3-5 minute Impact Assessment that gathers input on the causes they care about, enabling you to design a personalized impact approach with the client.
Share your Impact Assessment on your website, email or social, or embed a customizable, branded widget. We capture contact info for you for any lead who completes the assessment.
Use Ethos' analytics to determine how well a portfolio aligns with client causes. Then share your analysis with clients and leads using beautiful, interactive reports.
Design the right portfolio for each client with robust impact data and analytics.
Ethos combines 2 million data points from credible sources into 0-100 ratings of companies and funds, then tailors 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.
Eliminate your research time with downloadable access to our data and ratings, as well as a custom-built research tool to filter and find the right assets for each client.
Align your clients by showing them the impact you're helping them achieve.
Easily generate investment ideas and portfolio models that align with a client's specific causes, as well as your desired mix of asset classes, sizes, and geographies.
Create as many portfolios and proposals as you would like, and easily share them with clients and leads with unlimited reports.
Each portfolio and proposal includes personalized analytics about impact on client causes, so they know you're designing a portfolio just for them.