Are ESG investments more insulated from the risks of a presidential transition?

Featuring co-founder Jay Lipman

December 8, 2020

In this video, we’re continuing the conversation around the implications of a new administration for sustainable investors. Taking a closer look at the environmental and social side, we consider how certain industries may have benefitted from 4 years of deregulation and a lax regulatory environment.

A quick guide to tax-aware investment management

By Alex Papageorgis

December 8, 2020

Ethic’s sustainable, passive equity portfolios make it easy for advisors to help their clients navigate the potential tax implications of a new investment strategy, engage in continuous tax management, and conduct tax-efficient withdrawals. Interested in learning more? Here’s our brief overview of our tax management capabilities.

Tax-Loss Harvesting: A Primer

By Alex Laipple

November 25, 2020

Clients are often keen to offset their tax liabilities—and Ethic’s sustainable separately managed account (SMA) portfolios can help you to engage in tax optimization on their behalf. Here’s our quick guide to tax-loss harvesting, a vital part of any advisor’s toolbox:

What does the Biden administration mean for sustainable investors?

Featuring co-founder Jay Lipman

November 20, 2020

In this video, we explore an important word that sustainable investors should consider as we transition to a new administration. That word is regulation. As we transition to the Biden administration, what are some of the changes you're hoping to see as it relates to environmental policies and regulations?

Opinion: Investors are losing patience with Big Tech over its lax policing of harmful internet content

November 10, 2020

Media companies have a responsibility to disseminate fair, accurate and inclusive content, and lack of exposure to coherent and trustworthy information can yield chaotic results.

Tuesdays with Travis

Democracy as an ESG issue: Promoting strong democratic institutions

By Travis Korte

November 3, 2020

Concerned about the current, global political climate? Investment portfolios can actually play a role in preserving democracy and its freedoms. Find out how:

Bloomberg Radio’s Bloomberg Businessweek with Jay Lipman

Featuring co-founder Jay Lipman

October 29, 2020

Bloomberg Radio hosted Ethic’s Jay Lipman for a conversation about how the events of 2020 have put ESG issues—including racial justice and democracy—in the spotlight.

Ethic’s approach to Racial Justice in public equity investing

By Claire Quigley

September 1, 2020

Since the tragic deaths of George Floyd, Breonna Taylor, and Ahmaud Arbery sparked a summer of protests, the issue of systemic racial injustice has been at the forefront of international conversation. Many are wondering how we can now maintain the momentum of this movement, and address the broken systems that perpetuate this pain.

Recognizing injustice

Featuring co-founder Jay Lipman

August 28, 2020

So much of what’s going on in the world today is connected to our portfolios—whether that’s COVID-19, racial inequality, or climate change. Lately, we’ve been thinking about how all of these issues share a common theme: injustice.

Can COVID-19 pave a path forward for more sustainable travel?

August 25, 2020

It’s that time of year when long hours at the office give way to relaxed Friday afternoons, family barbecues, and that eagerly anticipated experience: summer travel. Whether it’s a visit to your local state park or a round-the-world odyssey, it’s clear that Americans like to explore: U.S. residents logged 1.9 billion overnight trips for leisure purposes in 2019.

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