Ethos Investment Impact Evaluation

The Future of Impact Investing with Ethos: A Podcast Interview

Luke Wilcox, Founder, and CEO of Ethos

A Comprehensive Look at Ethos and Its Impact

Introduction

In this episode, we have an exclusive interview with Luke Wilcox, the founder and CEO of Ethos, the innovative all-in-one financial tech platform. Hosted by Bill Holliday, we delve into the world of sustainable, responsible, and impact investing, exploring how Ethos is revolutionizing the industry.

About Ethos

In this segment, Luke Wilcox introduces Ethos and discusses how the platform allows investors and advisors to align their investments with their core values. Learn about the personalized rating system that rates companies and funds based on individual preferences.

The Birth of Ethos

Discover the origins of Ethos as Luke shares his journey from being an everyday investor to founding Ethos. Understand the need for a platform that simplifies the complex world of impact investing for everyone.

Luke's Background

Luke Wilcox's background in data, social impact measurement, and working with Fortune 500 companies laid the foundation for Ethos. Find out how his expertise shapes the platform's approach to impact investing.

The Ethos Workspace

Explore the Ethos workspace, where advisors can manage clients and leads. Luke demonstrates how advisors can use the platform's lead generation tools to engage with potential clients.

The Impact Assessment Questionnaire

Learn about Ethos' Impact Assessment Questionnaire, a customizable tool for clients and leads to select their causes and priorities. Luke showcases how this questionnaire helps personalize investment strategies.

Research and Reports

Dive into the research and reporting features of Ethos, where advisors can access data on thousands of stocks, ETFs, and mutual funds. Discover how this data empowers advisors to build portfolios aligned with their clients' values.

Dynamic Personalization

Explore the dynamic rating system that tailors ratings for each client based on their chosen causes and priorities. Luke explains how this personalized approach enhances the client-advisor relationship.

Impact Reports

Uncover how Ethos creates visually engaging impact reports that advisors can share with clients. These reports provide a comprehensive overview of portfolio impact, making it easy for clients to understand their investments.

Engaging Clients with Sustainable Impact

Discover how Ethos connects to the United Nations Sustainable Development Goals (SDGs) to benchmark and categorize investments. Luke highlights how this framework aids impact assessment.

Get in Touch with Ethos

Find out how to reach out to Ethos and explore the services they offer to financial advisors. Luke shares his contact information and invites inquiries and consultations.

Conclusion

As the podcast episode comes to an end, Luke expresses his excitement about the growing interest in impact investing. Bill Holliday and Luke Wilcox reflect on the role Ethos plays in the evolving landscape of financial planning.

Outro

Thank you for listening to this episode brought to you by Aio Financial. To learn more about sustainable, responsible, and impact investing, visit impactfinancialplanners.com/sri-ebook for our free ebook. Don't forget to subscribe, review, and provide feedback. Take care, and stay tuned for more insightful discussions on finance and impact investing.