Fund profile overview

Fund profiles on Ethos help you assess a fund's impact on the causes you care about. Profiles include: 

1. Scorecard

Overview of a fund's impact, including: 

  • Overall score for a selected cause (defaults to a fund's "Overall impact" score, or average score across all causes)
  • Distribution of impact scores for all causes on Ethos. Click on a cause to update the profile view to show details for that cause
  • Summary of the fund's holdings, including number of companies held by the fund that are tobacco companies, weapons companies, or oil companies, and number that have received fines in the last 3 years related to customers, workers or the environment
  • Comparison to peers

2. Holdings

Detailed list of a fund's holdings, including which are tobacco, weapons or oil companies, and which have received fines in the last 3 years related to customers, workers or the environment

3. About

Basic information about the fund, such as number of employees, date founded, stock symbol, industry, and description


Was this article helpful?

0 of 0 found this article helpful
Have more questions? Contact us