Sloane Ortel

My job is to develop analytical tools, accumulate knowledge, and build community to help my clients around corners.

People come to me with a specific problem: they want to invest without participating in things they find unconscionable. I hope that when someone decides to become my client, it's because they believe I'm well equipped today — and will be better equipped tomorrow — to handle whatever neither of us can foresee, whether that's financial or ethical.

My clients generally don't call me because the market goes down. They call me because they're getting married, worried about their trans kid accessing healthcare, concerned that participating in an activist group might create legal exposure, or figuring out how to structure a move abroad.

The portfolios I manage are built to be understood, and well-understood things don't cause panic. I put a lot of intention into early client onboarding so that my clients fully understand how I do things and the scope of controls they have access to as the world changes around us.

These partnerships unfold over the space of a lifetime, and it's important to me that folks know I'm always delighted to hear from them.

Not least because some of our best research comes from clients who come across something over the weekend and bring it to me. A client once flagged that Morningstar was exempting Israeli companies from human rights screens, which put us on a path to constructing a thoughtful BDS compliance approach before it became the hottest topic of the year.

This is our special sauce. The industry outsources ethical governance to data vendors. We treat our clients as a governance engine.