Ethic

Investment stewardship offers advisors a powerful way to connect clients’ portfolios with their values. Ethic’s new Investment Stewardship white paper takes a closer look at how stewardship works in practice through proxy voting, shareholder engagement, and shareholder proposals. It also highlights evidence of the real-world impact these activities can have, from shaping executive pay to increasing corporate accountability. Interested to learn more about how we approach active ownership at Ethic? 👉 Check out our white paper here: https://lnkd.in/eMDm8i3A

The new season of Work Ethic is live! For our first episode back, Doug Scott sits down with John M. Dowd, Chairman and former CEO of Fiduciary Trust International, a global wealth management firm with more than $113 billion in assets under management and administration. In the episode, John talks about: - How to lead firm with over $100 billion in assets and nearly a century of history - Why great leaders stay steady when things get tough - How to bring teams along through periods of growth and expansion - Why digitally native clients are reshaping expectations - How AI and new technology is already changing the advisor-client relationship If you’re leading a firm, managing through expansion, or thinking about where wealth management is headed next, this one’s for you! 🎧 Links below!

In the newest episode of Work Ethic, we sit down with Jim Dunn, CEO and co-founder of Verger Capital Management, an OCIO focused on serving endowments and foundations. A first-generation college student from a working-class family, Jim was initially drawn to endowment investing by the opportunity to help more students like him afford school. In his interview with Ethic CEO Doug Scott, Jim talks about: - Why endowment investors need to think 40 years ahead - Why failure can be one of the most valuable experiences a candidate brings - How leaders can create a culture where people are willing to take risks - Why trust compounds in a high-touch business If you’re thinking about institutional investing, leadership, or building for the long term, make sure to give this one a listen! 🎧 Links below 👇 #InstitutionalInvesting #Endowments #Leadership #WorkEthicShow

We’re doing a Work Ethic doubleheader for NY #ClimateWeek! Our second episode this week features Ian S. Fuller, co-founder and CEO of Westfuller, an independent wealth management firm managing and advising on more than $3 billion. Ian came to finance reluctantly before ultimately building a firm around the intersection of capital and purpose. In the interview with host Doug Scott, Ian talks about: - Why “overnight success” can take more than a decade - How to distinguish your brand from the thousands of other advisors - How to attract great talent before you have an established brand - What it means for a company to live its values - How to scale while maintaining what made the firm distinctive If you’re a founder, seeking to serve mission-driven clients, or trying to scale with purpose, this one’s for you. 🎧 Links below! #WealthManagement #Investing #Leadership #WorkEthicShow

Work Ethic is back! Excited to announce that the new season premieres next Wednesday, September 9. Ethic CEO and co-founder Doug Scott returns with a new slate of candid conversations with the leaders shaping the future of wealth, including: 🎙️ John M. Dowd, Chairman of Fiduciary Trust 🎙️ Michael W. Outlaw, President of Rockefeller Global Family Office 🎙️ Morgan Simon, Founding Partner at Candide Group 🎙️ Ian S. Fuller, Co-founder and CEO of Westfuller 🎙️ Jim Dunn, CEO of Verger Capital … and many, many more! Watch the teaser below, and subscribe so you're notified when new episodes drop. Links in the comments! #WorkEthic #WorkEthicShow #WealthManagement

Ethic’s Annual Stewardship Report is now live. It covers how Ethic voted and engaged on behalf of clients over the past year, plus the corporate governance trends that shaped a proxy season including: - Evolving dynamics and rules around shareholder proposals. - Heightened scrutiny surrounding executive compensation. - Growing governance questions around AI. Read the full report for complete voting metrics, and real-world case studies: https://lnkd.in/gjxm7aR2 #Stewardship #ShareholderEngagement #ImpactInvesting