Powerful ESG software for
asset managers
Powerful ESG software for
asset managers
Values-based tools and data to grow your business
Learn more
How Ethos helps
1. Research
Access in-depth, transparent impact data covering 13,000+ companies and funds and 2M+ data points across 45 causes.
Ethos covers 260+ metrics, such as carbon emissions (scope 1, 2 and 3), governmental fines, patents, pay data and taxes paid, and much more.
2. Analyze
Use better impact criteria in your analsyis of companies and funds with filters for ESG screens (such as fossil fuel or prison involvement), cause and metric data, asset class, and much more.
Easily run in-depth impact diagnostics for versions of your products to see the impact of adjusting your composition.
3. Grow sales
Enhance your marketing materials and outreach to financial advisors and other customers with independent impact analysis through Ethos, branded to your firm.
Engage financial advisors on Ethos, including by adding content to your fund profiles that you want to share with prospective customers.
"Having surveyed other ESG ratings solutions, both domestically and globally, we have not found anything that matches the depth and transparency that EthosESG has to offer. Any investment manager or advisor worth their salt in the ethical investment space would be remiss not to check it out."
- Fil Andronaco, CFA, InvestSense
Ethos offers an Impact Calculator for mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), portfolios, and other investment products.
Through the program, Ethos provides data and setup (integration) to create the calculator for your products and enable prospects and clients to assess the impact of investing in your products.
Prospects and clients enter a dollar amount in the calculator and immediately see their potential impact if they were to invest that money in your products.
Ethos offers an independent Carbon Neutral Certification for mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), portfolios, and other investment products.
Through the certification, Ethos performs an independent analysis of a fund’s carbon footprint and carbon credits (offsets) to verify whether the fund is carbon neutral during a specified period.
Once certified as carbon neutral, Ethos promotes a fund with Certified Carbon Neutral badges on our platform for financial advisors and investors, as well as through our network. Ethos also grants publishing rights to the fund manager to promote the fund as certified carbon neutral.
