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Ethic has developed a data-driven technology platform designed to simplify financial planning services and portfolio management. This platform utilizes investment consulting technology to create sustainable portfolios, which are optimized to minimize tracking error relative to the underlying passive index when compared against established benchmarks. This allows family offices, health advisers, and endowment foundations to deliver tailored sustainability insights and optimized passive portfolio construction for their clients.
Cantos Ventures, Justin Rockefeller, One World, Farvatn Venture, 9Yards Capital, Mitchell Kapor, State Street Global Advisors, Nyca Partners, Urban Innovation Fund, Ashby Monk, Generation Investment Management, 77 Ventures, Cordes Foundation, Kapor Capital, Sagana, Nicholas Crocker, Fifty Years, Blackhorn Ventures, 500 Global, Adam Milgrom, Jake Gibson, Fidelity Investments, Big Sky Partners, UBS Group, ThirdStream Partners.