2024 in Review:
Driving Impact Together

To kick off the new year, we’re reflecting on the impact and milestones we achieved together.

240+ advisory firms

Over 240 firms made values-aligned investing a strength in their practice.

Arrow

$6 billion in AUM

Ethic surpassed $6 billion in AUM, marking a milestone in our journey.1

Arrow

42,000+ proposals

In 2024, Ethic voted on more than 42,000 proxy proposals on behalf of clients.

Arrow

Reducing carbon emissions

Climate change is one of the biggest priorities among Ethic clients. By choosing to invest in companies that limit emissions, our clients collectively reduced over 161,000 MT of carbon “ownership” from their portfolios.2 That’s equivalent to the carbon emissions from powering over 18,500 homes in one year.3

At a glance: our clients’
carbon priorities

2,215 Ethic accounts are promoting a low-carbon economy

193 firms made climate change a priority on behalf of their clients

61.97% carbon “ownership” reduction was achieved across Ethic portfolios

Promoting cleaner air

Investors made a difference by directing their investments toward companies that produce low volumes of waste and limit their involvement with heavily polluting industries. Our clients reduced more than 285,000 kg of air pollution “ownership” from their portfolios in 2024. That's enough nitrogen dioxide (NO2) to inflate over 3,948,300 balloons.4

At a glance: our clients’
air pollution priorities

2,215 Ethic accounts are promoting cleaner air

193 firms prioritized clean air on behalf of their clients

55.19% pollutant “ownership” reduction was achieved across Ethic portfolios

Conserving water sources

By investing in companies that conserve water and avoid polluting water sources, Ethic clients reduced their water usage “ownership” by over 4,669,000 cubic meters. That’s equivalent to more than one billion gallons of water!5

At a glance: our clients’ water conservation priorities

1,766 Ethic accounts are promoting greater water accessibility

176 firms made water conservancy a priority on behalf of their clients

66.03% water usage “ownership” reduction was achieved across Ethic portfolios

Proxy proposals voted in 2024:

42,243

One of the most powerful tools for values alignment at Ethic is proxy voting, which allows shareholders to cast their votes on key issues such as executive compensation, climate reporting, and worker treatment.

Interested in bringing impact to
your clients’ portfolios?

Ethic helps RIAs, networks, family offices and institutions grow with values-aligned investing. Fill out the form below and our team will be in touch.

Please enter your first name
Please enter your last name
Please enter a valid email address
Submit
* By submitting, you agree: the personal data you have provided will be processed for purposes of providing you the best service possible. Your data will not be transferred nor assigned to third parties. You can exercise your right to access, rectify and delete your data, as well as the other rights granted by law by sending an email to support@ethicinvesting.com. For further information, please check our privacy policy at ethic.investments/legal/privacy-policy.
Thank you.
Thank you for getting in touch. Keep an eye out for a confirmation message in your inbox.
Oops! Something went wrong while submitting the form. Please try again.

Footnotes

1. Ethic assets under management (AUM) as of December 31, 2024.

2. Ownership since investment shows you how much investors own since they’ve made their investment in real life equivalencies compared with what they would own with the benchmark. Ownership is calculated daily by adding up the daily percent of components (e.g., carbon emissions, air pollution, and water usage) investors own based on the percentage of each company they own, their portfolio and compared to what they would have owned in the benchmark based on the original portfolio weights.

3. Carbon emissions equivalencies are calculated from the U.S. EPA's Greenhouse Gas Equivalencies Calculator (epa.gov). Please note, this estimate is approximate using the following assumption: 1 MT of carbon emissions = 0.115 homes' energy use for a year.

4. At STP, 1 kg NO₂ (~21.7 mol) occupies ~486.9 L (using 22.4 L/mol). A 16-inch balloon (spherical) is ~35.1 L, so 1 kg NO₂ fills about 13.8 such balloons.

5. In the featured visual for “Conserving water sources,” one sphere equals five cubic meters of water. One cubic meter of water equals 264.172 US liquid gallons.

Disclosures

Ethic’s impact metrics are calculated by using data that is carefully compiled from (i) third-party data providers; and (ii) Ethic’s Enhanced Estimation Data Model. Ethic believes the collected data to be reliable, but it cannot guarantee the accuracy of any third-party information.

Ethic Inc. is a Registered Investment Adviser located in New York, NY. Registration of an investment adviser does not imply any level of skill or training. Information pertaining to Ethic Inc’s registration or to obtain a copy of Ethic Inc.’s current written disclosure statement discussing Ethic Inc.’s business operations, services and fees is available on the SEC’s Investment Adviser Public Information website – www.adviserinfo.sec.gov or from Ethic Inc. upon written request at support@ethicinvesting.com. Information provided herein is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Any subsequent, direct communication by Ethic Inc. with a prospective client shall be conducted by a representative of Ethic Inc. that is either registered or qualifies for an exemption or exclusion from registration in the state where a prospective client resides. Information contained herein may be carefully compiled from third-party sources that Ethic Inc. believes to be reliable, but Ethic Inc. cannot guarantee the accuracy of any third-party information.

Ethic Inc. does not render any legal, accounting, or tax advice. Ethic Inc. recommends all investors seek the services of competent professionals in any of the aforementioned areas. Ethic Inc. cannot provide any assurances that any investment strategies, simulations, etc. will perform as described in our materials. ALL INVESTMENTS INVOLVE RISK, ARE NOT GUARANTEED, AND MAY LOSE VALUE. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY.