White papers
For advisors and institutions
White papers
- White paper
Model Portfolios Playbook
June 2026

- White paper
Investment Solutions Overview
June 2026

- White paper
How Ethic works with Values-focused Families
June 2026

- White paper
DAFs
June 2026

- White paper
Concentrated Positions
June 2026

- White paper
Understanding Tracking Error in Ethic Portfolios
March 2026

- White paper
How Ethic Powers Active Ownership
September 2025

- White paper
Equity Factors
September 2025

- White paper
3D Active Tax White Paper
August 2025

- White paper
What the New Excise Tax Legislation Means for College and University Endowments
July 2025

- White paper
Ethic x State Street Model Portfolios
July 2025

- White paper
Religious Values
May 2025

White paperModel Portfolios Playbook
Our new Model Portfolios Playbook explores how advisory firms can approach model portfolios and how Ethic supports advisors through model design, implementation, and ongoing management.
June 2026
White paperInvestment Solutions Overview
Today’s investors expect more from their portfolios. They want their investments to reflect who they are, what they value and their unique objectives. Ethic helps advisors turn those challenges into an advantage.
June 2026
White paperHow Ethic works with Values-focused Families
Ethic works with families across multiple generations to create portfolios that are personalized to their unique values, financial goals and tax needs. Our approach helps identify overlapping priorities and navigate differing perspectives to build portfolios that honor the unique values of each family member.
June 2026
White paperDAFs
At Ethic, we help advisors manage the full DAF lifecycle, from account setup and funding to ongoing, values-aligned portfolio management and transparent reporting that connects financial outcomes to philanthropic goals.
June 2026
White paperConcentrated Positions
A single concentrated position can represent decades of wealth creation, as well as a significant source of risk. Ethic's approach to concentrated position management is designed to help clients reduce that risk thoughtfully, without forcing large tax events.
June 2026
White paperUnderstanding Tracking Error in Ethic Portfolios
Learn how tracking error works in Ethic portfolios, what drives it, and why it can be a useful tool for setting expectations around personalization, risk, and benchmark-relative performance.
March 2026
White paperHow Ethic Powers Active Ownership
How Ethic supports advisors and investors through proxy voting and shareholder engagement.
September 2025
White paperEquity Factors
Equity factors—like Value, Growth, and Quality—offer a deeper lens on risk and return than traditional sector classifications. Our latest guide explores how factors work, the trade-offs of applying tilts, and what this means for building personalized portfolios.
September 2025
White paper3D Active Tax White Paper
Discover how 3D Active Tax Management can help optimize your clients’ investments while aligning them with their values.
August 2025
White paperWhat the New Excise Tax Legislation Means for College and University Endowments
New legislation introduces a tiered excise tax structure for endowments. Here’s what institutions need to know—and how tax-aware investing can help.
July 2025
White paperEthic x State Street Model Portfolios
State Street Model Portfolios, implemented through the Ethic platform, provide a streamlined approach to managing complex workflows.
July 2025
White paperReligious Values
Learn how Ethic helps advisors and their clients incorporate religious values into their investments alongside financial goals.
May 2025