Part of our job at Ethic is to educate our clients on company behavior and its impact on how their values are reflected in their portfolios. Travis Korte explains our thinking on how long we allow past data to inform our opinion of a company on behalf of our clients.
Part of our job at Ethic is to educate our clients on company behavior and its impact on how their values are reflected in their portfolios. Travis Korte explains our thinking on how long we allow past data to inform our opinion of a company on behalf of our clients.
Some Key Takeaways from Travis’ Insights:
Time Horizon for Controversies: There isn’t a one-size-fits-all answer for how long a controversy should impact a company’s placement in a client’s portfolio. Typically, data providers consider a 2- to 3-year window, after which a company’s past issues may no longer be factored into assessments, assuming no new issues arise.
Change Over Time: Companies can evolve by addressing their internal problems—such as leadership changes or policy reforms—which can lead to improved behavior over time. Therefore, it might be worthwhile for investors to re-evaluate companies once they’ve demonstrated sustained improvements.
Educating Clients on Ethical Metrics: Part of our sustainability team’s job is to educate clients on how and when past controversies should influence investment decisions. This involves understanding the nuances of various data provider methodologies and balancing historical events with current performance.
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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.
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