Advisor customers can use "real-world," easy-to-understand metrics with clients in your reports.

Ethos calculates real-world metrics for portfolios by calculating weighted-average data of portfolio holdings.

For example, we calculate cars added to or removed from the road by a portfolio by:

• Calculating how many cars your portfolio's value is approximately equal to, using the average annual cost of owning a car in the US (data from AAA).
• Multiplying the number of cars your portfolio is equal to by your portfolio's relative amount of greenhouse gas emissions, compared to an "average" portfolio of similar asset mix. This gives us the estimated equivalent number of cars taken off or added to the road.
• Calculating an "average" portfolio's score as the mean score for the types of assets held in your portfolio, i.e., the weighted-average score for stocks (by market cap and geography) and funds (by asset class) based on the asset mix in your portfolio.

In other words, we rate your portfolio against an average portfolio with a similar mix of assets.

Other real-world metrics on Ethos are calculated with a similar methodology.