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The Ethic Approach
Direct Indexing
Episode
Series
Resources
Direct Indexing
Direct indexing is an investing strategy that has been around for over 30 years. But why is it picking up speed for investors now?
The Ethic Approach
All Day
Before Tomorrow
Episodes.
All
Meet Ethic
Videos.
All
Ethic Explained
Videos.
All
The Ethic Playbook
Videos.
All
Our Take
Videos.
Proxy Voting
One powerful tool for creating impact is proxy voting. Relationship manager Morgan du Plessix explains why now is a particularly exciting time to vote proxy.
The advantages of automation
The benefits of automation in values-aligned investing.
Why We Opt for SMAs
Why opt for an SMA vs. investing in an ETF? It comes down to offering a personalized investing experience, one that’s aligned with an investors’ values.
What is tracking error?
Understanding tracking error and its role in values-aligned investing.
What is Values Aligned Investing?
Wealth advisors are in a unique position to deepen client relationships by helping investors align their personal values with financial goals.
DAFs
Donor-advised Funds (DAFs) are a popular charitable gifting vehicle, and a great way to balance fiscal and charitable goals.
After the first trade
What happens next in your client’s values-aligned investing journey.
Sustainability and Tax Loss Harvesting
How can a personalized direct indexing strategy can support investors' overall tax planning while also maintaining focus on their impact goals?
