Ethos offers an Impact Calculator for mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), portfolios, and other investment products.
Here's a live example. Try it out by entering a hypothetical investment amount and clicking "See my impact":
Through the program, Ethos provides data and embeddable code to create the calculator for your products and enable prospects and clients to assess the impact of investing in your products, based on our independent assessment.
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 captures contact information for anyone who completes the calculator and stores the information in your account on Ethos.
You can customize the text, colors, logo, and other styling of the calculator, as well as select the specific metrics, SDGs, and screens you'd like to include.
You can learn more about the program here, or contact us at support@ethosESG.com.