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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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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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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.
Product Description
About this Product
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
About Ethos
Ethos is powerful ESG (Environmental, Social and Governance) software for financial advisors, institutions and investors. We offer transparent data and client-friendly software to grow your business. Show clients their impact with the best values-based portfolio reporting, including real-world metrics such as cars removed from the road, portfolio alignment with global warming scenarios, advocacy scores, SDGs alignment and more. Easily access ESG data on 13,000+ companies and funds across equities, fixed income and other asset classes, drawing from 250+ sources.
Product Details
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Serving RIAs Since
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0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.