Introduction to Ethos ESG
As an investor, have you ever wondered if there was a way to align your investment portfolio with your values? Have you wished to see whether the companies you invest in are embroiled in controversies and avoid them? Or have you questioned whether the companies represented in your portfolio are doing something to make the world a better place?
Historically, investors utilizing traditional mutual funds and exchange-traded funds could not answer any of these questions. With increased interest in sustainable and responsible investment (SRI) strategies over the past decade, more and more investors have been looking to their advisors for answers. It’s been challenging for advisors to answer these questions without the help of a third-party research provider digging deeper into portfolios to find the environmental, social, and governance (ESG) factors of each underlying company.