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Investment Philosophy (1)

Investment Strategy (1)

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Research

When a Dork and a Dataset Love Each Other Very Much….

🚧 This page is under construction — We’re currently reorganizing our research content and improving the layout. All research articles are available below.

Our comprehensive collection of investment research, market analysis, and perspectives on ethical investing. From rigorous research methodology to practical investment insights, this feed combines our commitment to evidence-based analysis with actionable investment wisdom.

Featured Research

🔬 Divest Like The Best: Comprehensive Divestment Analysis

August 29, 2025 | Research

Our groundbreaking research on divestment movements, their market impact, and implications for ethical portfolio construction. Demonstrates how strategic divestment can enhance rather than detract from investment performance.

Read Full Analysis →

All Research & Insights

Filter by category using the controls below to find research, analysis, media coverage, videos, and more.

📰 New: Media coverage of Ethical Capital now appears alongside our research articles. Use the category filter to see “Media Coverage” features from publications like Salon, Financial Planning, Institutional Investor, Inc., and more.

Why budgeting is terrible advice for lower-income people

Media Coverage

Press

Salon explores why traditional budgeting advice fails lower-income households and features Sloane Ortel’s perspective on practical financial guidance.

Trans Financial Planning Guide

Media Coverage

Feature

Comprehensive guide to financial planning for transgender individuals, featuring Sloane Ortel’s expertise on inclusive investment strategies.

A Subtle Rebuttal to an Energy ‘Realist’

Analysis

Climate Change

Larry Siegel recently put forward the argument that radically reducing carbon emissions is incompatible with civilization on a planet of eight billion people.

What We Own Right Now and Why

Holdings Analysis

Transparency

Portfolio Strategy

A transparent look at our current holdings across Infrastructure, Innovation, Lending, and Real Estate, with detailed investment rationales for each position.

What I’d Tell Your Chief Investment Officer about Divestment

Analysis

Published May 12, 2024 - Original content by Sloane Ortel

Under the Hood Podcast: Ethical Investing Deep Dive

Media Coverage

Interview

Podcast

In-depth podcast interview with Stallion Capital’s Under the Hood podcast, featuring Sloane Ortel discussing ethical investment strategies, screening methodologies, and values-aligned portfolio construction.

Stallion Capital

20 LGBTQ+ Business Leaders on the Importance of Visibility

Media Coverage

Feature

Leadership

Inc. Magazine features 20 LGBTQ+ business leaders, including Sloane Ortel, discussing the critical role of visibility in business and leadership.

Women Entrepreneurs Building Animal-Friendly Companies

Media Coverage

Feature

Values Alignment

PETA features women entrepreneurs creating animal-friendly businesses, highlighting Sloane Ortel’s work with Ethical Capital’s animal welfare screening.

Where Returns Came from in 2023

Performance & Positioning

Where are the returns coming from?

What Antique Dolls Taught Me About Valuation

Investor Education

Gabe’s collection of cursed antiques shows how one person’s nightmare fuel is another’s valuation school.

3 Practical Questions for Corporate Stewards About Decarbonization

I feel for the many corporate directors and executives that are trying to chart a credible path towards net zero.

Why ESG Investing Has Been Such a Letdown

Analysis

Investor Education

ESG Investing has garnered disappointment, criticism, and even congressional investigations. What’s behind all the dissatisfaction?

The Climate Conundrum

Published October 27, 2023 | 2 minute read

Compound Insights Podcast: Ethical Investment Strategies

Media Coverage

Interview

Podcast

Interview on CFA Society New York’s Compound Insights podcast, featuring Sloane Ortel discussing ethical investment strategies, professional development, and the intersection of values and finance.

CFA Society New York

They Grow Up So Fast

Published August 30, 2023 | 4 minute read

Seek Perfection Elsewhere

In conversation with many of you over the past few weeks, I’ve found myself repeating the phrase “it’s unrealistic to commit to ethical perfection.”

Do You Need Diversification?

Investor Education

Diversification is a great way to control risk, but it’s not the only way.

How We Measure Investment Performance

Investment Strategy

Investment Philosophy

Personal Insights

We’re updating our performance measurement process to strike a better balance between complexity, accuracy, and timeliness.

Stock Market Performance: What Should You Expect When You’re Investing?

Investor Education

The stock market is… complicated.

12 Resources to Help You Create Your Charitable Giving Plan

Many of our clients have significant charitable goals. Ethical Capital is a very heart-forward, mission-driven organization, so it makes a lot of sense that the people in…

What Would a Recession Actually Mean for Long-Term Investors?

Published April 15, 2023 | 3 minute read

Why We Need A New Food System Now

Analysis

Today’s supply chain snafus might be setting the stage for a broader, more complex catastrophe in the global food system. The availability of potash, phosphate, and fossil…

How I Became an Active Manager

Commentary

Active Management

Process

Here’s how I realized that index funds just won’t work for ethics-first investors.

Don’t Stop With Divestment

Fossil fuel divestment is all the rage these days, with bellwethers like the Harvard University endowment joining a decades-long movement to banish hydrocarbons from their…

Why We Own Farmer Mac

Analysis

Farmer Mac (NYSE: AGM) is our single largest position, representing 9.4% of our flagship strategy as of our January 2022 rebalance. It is a mission-driven lender chartered…

5 Investment Lessons from the Compost Pile

Philosophy

Composting feels like magic.

Vegan Mainstream: Plant-Based Investing and Business

Media Coverage

Interview

Podcast

Interview on Vegan Mainstream discussing the intersection of plant-based values and investment strategies, exploring how ethical considerations drive portfolio construction and business decisions.

Vegan Mainstream

Sloane Ortel launches Invest Vegan

Media Coverage

Press

Company News

Financial Planning Magazine covers the launch of Invest Vegan LLC DBA Ethical Capital and its unique approach to values-aligned investment management.

Financial Planning

Gay on Wall Street: LGBTQ+ Finance Professionals Breaking Barriers

Media Coverage

Profile

Industry Recognition

Institutional Investor profiles LGBTQ+ professionals in finance, featuring Sloane Ortel’s journey and impact in ethical investment management.

Institutional Investor