Ethic is capitalising on two major trends: the democratisation of the financial system through fintechs and a growing awareness among investors about the social impact and costs of where they are putting their money.
Ethic help investors to understand and define their values, gain transparency into their current portfolio, and engage with the real-world impact their investments are having, making it easier to ensure their investments match with their personal ethics while still yielding solid returns. Although it faces competition in the ethical investing space from the likes of Algbra, Ethic's product stands out with its user-friendly design, a result of Ethic’s product team working closely with client relationship teams.
Currently the product is centred around direct indexing, a type of asset and wealth management strategy that has gained significant momentum in recent years. If market forces means that momentum stalls, it must ensure that other approaches are accessible and attractive on the platform. However, it has attracted significant investment and is well poised to weather any changes in investor appetite in the years to come.
Steph
Company Specialist at Welcome to the Jungle