How do we translate our client’s values into specific investment criteria? Travis Korte breaks down how our pillars allow us to do just that.
How do we translate our client’s values into specific investment criteria? Travis Korte breaks down how our pillars allow us to do just that.
by Travis Korte
Key Points:
- Simplifying Complex Values: Ethic helps clients translate broad values (like "women’s rights") into specific investment criteria through structured frameworks called pillars.
- Pillars as a Starting Point: These pillars cover key issues (e.g., health & wellness, climate change) and highlight factors clients may care about, such as hazardous waste or unsafe working conditions.
- Flexibility for Deeper Alignment: While pillars provide a solid foundation, clients can further customize their portfolios to better reflect their unique values and priorities.
When our clients ask us to craft a values-aligned portfolio, they might not always have the time or bandwidth to think deeply about what exact company behaviors they want to look out for. For example, a client may ask for a portfolio that supports equity for women. However, they might not necessarily be considering the negative economic impacts of for-profit colleges that disproportionately affect women. That’s where our pillars come into play.
Our pillars are our tools for communicating with clients the articulation of their values within their portfolios. On this episode of Just Ask Sustainability, Director of Sustainability Research Travis Korte explains the development of the pillars, how they support investors, and the level of detail we strive for.
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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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