.png)
Director of Sustainability Research Travis Korte covers how we consider both direct and indirect impacts of company behavior when crafting portfolios.
Director of Sustainability Research Travis Korte covers how we consider both direct and indirect impacts of company behavior when crafting portfolios.
by Travis Korte
Our sustainability team dedicates a significant amount of time to considering the ripple effects of company behaviors. But, while it’s easy to say “everything is connected,” we want to go a step further and identify which connections are the most important. This can provide a significant challenge when determining the scope of which companies are most aligned with our clients’ values.
On this episode of Just Ask Sustainability, Travis Korte breaks down how his team considers the impacts of company behaviors while also honing in on what our clients want to see truly reflected in their portfolios.
Key Takeaways:
Balancing Direct and Indirect Impact in Investing–Ethic considers both the direct and indirect impacts of investments on social and environmental issues but avoids overly broad connections that dilute meaningful decision-making.
The "Two Hops" Rule for Relevance–To keep investment strategies focused and actionable, Ethic limits impact connections to two degrees of separation, ensuring that links between company behavior and values remain tangible and relevant to clients.
Prioritization Over Endless Connections–While everything may be interconnected in some way, Ethic emphasizes the importance of prioritizing the most significant and measurable impacts, rather than stretching too far into abstract cause-and-effect chains.
What’s a Rich Text element?
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
Static and dynamic content editing
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
How to customize formatting for each rich text
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
.png){kind=spacer}
Disclosures:
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.