After signing up, you'll pick the big causes that are important to you: Climate action, Gender equality, Innovation, Health and well-being, or any other cause on Ethos.
Then we'll ask you to rate how important a few sub-causes are within each big cause you select. This helps us personalize your Impact Formula to focus on what's most important to you.
You'll have a personalized algorithm that uses the amount you have invested in securities (stocks and funds) and the causes you select to calculate custom ratings of your portfolio, accounts, and holdings.
Note that in order to be rated, an account must have at least one investment in a stock or fund, since our algorithms are based on stock and fund ratings.