michael.pendergrass
Acronym
Ethos
Product ID
Ethos-ESG
Description

Ethos is powerful ESG software for financial advisors.

Images
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Ethos_1
Details
  • Deepen client relationships with impact reports that compare portfolios side-by-side on the causes each client cares about. Use analyses such as real-world metrics (e.g., tuna fish saved), temperature rise potential, SDGs alignment, or advocacy scores.
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Ethos_2
Details
  • Eliminate research time with in-depth, transparent ESG data covering 13,000+ companies and funds and 2M+ data points across 45 causes. Find the right assets with filters for asset class, cap, geography, expense ratio, ESG screens and much more.
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Ethos_3
Details
  • Engage clients and leads with a firm-branded Impact Assessment (values-based assessment). Share on your website, email and social and integrate into your client discovery.
Features

Ethos is powerful ESG software for financial advisors:

  • Values-based investing tools such as portfolio impact metrics
  • Firm-branded Impact Assessment to start client conversations
  • Better ESG data and research in one place
Vendors
Ethos
Management Style
Discount - No
Schwab Products
SIT Provider
Section
Practice Management
Research & Analytics
Ad Hoc Tags
DoubleClick Tags

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