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Ethic.
The transition to sustainable investing.
What the New Excise Tax Legislation Means for College and University Endowments
New legislation introduces a tiered excise tax structure for endowments. Here’s what institutions need to know—and how tax-aware investing can help.
by Rob Wilson
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July 24, 2025
Battle-Testing Our Data: Our Approach to Data Quality for Values-Aligned Portfolios
July 10, 2025
2025 Shareholder Proposal Trends
July 2, 2025
How Shareholder Votes Drive Change
June 12, 2025
Investing With Pride: A Spotlight on Brio’s LGBTQ+ Approach to Values-Aligned Investing
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July 2025
What the New Excise Tax Legislation Means for College and University Endowments
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Latest
July 2025
Battle-Testing Our Data: Our Approach to Data Quality for Values-Aligned Portfolios
July 2025
2025 Shareholder Proposal Trends
July 2025
How Shareholder Votes Drive Change
June 2025
Investing With Pride: A Spotlight on Brio’s LGBTQ+ Approach to Values-Aligned Investing
June 2025
Meet our Markets and Innovation Pillar
May 2025
Introducing Our Water Security Pillar
May 2025
Refreshing Our Pillars
May 2025
Investing in Religious Values
Latest Videos
July 2025
Battle-Testing Our Data: Our Approach to Data Quality for Values-Aligned Portfolios
July 2025
2025 Shareholder Proposal Trends
July 2025
How Shareholder Votes Drive Change
June 2025
Meet our Markets and Innovation Pillar
Ethic
July 2025
Battle-Testing Our Data: Our Approach to Data Quality for Values-Aligned Portfolios
July 2025
How Shareholder Votes Drive Change
June 2025
Investing With Pride: A Spotlight on Brio’s LGBTQ+ Approach to Values-Aligned Investing
May 2025
Refreshing Our Pillars
Portfolio Management
July 2025
What the New Excise Tax Legislation Means for College and University Endowments
May 2025
Investing in Religious Values
May 2025
A Closer Look at Transitions
April 2025
Transitioning with Greater Ease
Practice Management
April 2025
Institutional Investors Right Now
March 2025
Impact Is More Than Just an Asset Class
February 2025
Tapping the Next Generation of Clients
January 2025
Stewardship: An Overlooked Avenue
Sustainability
June 2025
Meet our Markets and Innovation Pillar
May 2025
Introducing Our Water Security Pillar
April 2025
Making Meaning Out of Metrics
March 2025
What is an Ethic Pillar?
Media
December 2020
A more in depth exploration of key sustainability topics
A Closer Look
Bloomberg Radio’s Bloomberg Businessweek: Sustainable Investing
October 2020
A more in depth exploration of key sustainability topics
A Closer Look
Bloomberg Radio’s Bloomberg Businessweek with Jay Lipman
June 2020
A more in depth exploration of key sustainability topics
A Closer Look
Bloomberg Radio: Assessing racial justice in corporate behaviors