There are many ways to get started using Ethos, including:

Lead generation and conversion

Engage clients and leads with a firm-branded Impact Assessment. Share on your website, email and social and integrate into your client discovery process.

Find out more about your Impact Assessment and how to use it here.

Research

Eliminate your research time with in-depth, transparent impact data covering 17,000+ stocks and funds and 2M+ data points across 45 causes. Find assets with filters for asset class, cap, geography, expense ratio, ESG screens (fossil fuel, prison involvement, etc.) and much more.

You can find all of our research tools in your account under Research > Companies, Research > Funds, and Research > Causes.

Portfolio construction

Design individual portfolios or SMAs, or improve your portfolio models to fit the impact preferences of your clients. Show how the impact of a client portfolio is backed by credible data, from 250 sources such as government fines and independent organization analyses.

Read more about adding your portfolio models here.

Reporting

Deepen client relationships with client-friendly impact reports, including reports that compare portfolios side-by-side on the causes a client cares about. Easily create PDFs of any client-facing report.

Read more about our reporting tools here.

Want help setting up Ethos for your business? Please reach out to us at support@ethosesg.com.