Ethic is an asset management platform that lets advisors build socially conscious investment portfolios. Ethic is a tech-driven asset management platform that builds personalized, sustainable investment portfolios. We work with wealth advisors, enabling them to customize a given index in line with a client’s investment, values, and tax management preferences—all while seeking to minimize tracking error against the underlying benchmark. We partner with financial intermediaries, which include wealth managers, family offices, private banks, and independent financial advisors, as well as advisor networks/ turnkey asset management platforms (TAMPs). In particular, Oak HC/FT Partner Dan Petrozzo, former head of investment management technology at Goldman Sachs, demonstrated a deep understanding of our market, positioning, and solution.