Corporate responsibility
Our culture
Our people are our most valuable asset and the key to what makes our company succeed. Their skills and values shape the experience that clients receive – and help us earn the trust that underpins our business.
Corporate citizenship
As a global organisation we recognise the positive impact we can have on the world – and not just as an investor. We deploy our resources and employees’ skills to contribute to the social and economic development of our communities. By concentrating our activities around a small number of priority areas, including the following, we can have a more significant impact.
Protecting the environment
One of our recent partnerships that support our efforts in protecting the environment is the partnership with Tara Expeditions Foundation, a leader in ocean study.
Empowering the next generation
We aren’t just an active asset manager – we also seek to use our resources and employees‘ skills to have a positive impact on the social and economic development of our communities. This is why we also use our investment knowledge to promote financial literacy among younger generations.
Client satisfaction
We make client satisfaction a top priority, because we want our clients to be confident to stay with us over the long term. Our mission is to create and share value together with our clients, and some of our products require a multi-year commitment on their part.
That’s why we scrutinise our performance through independent client satisfaction surveys. These are important not just for highlighting our strengths, but also for identifying where we need to focus more attention so we can follow up with a firm-wide effort to make improvements.
The latest results from 2024 demonstrate our focus on client service and show that we are continuing our track record of high levels of client satisfaction:
Greenwich Quality Leader in Overall Continental European and German Institutional Investment Management Quality
Greenwich Quality Leader in Overall European Intermediary Distribution Quality and Overall Asian Intermediary Distribution as well as Overall Asian Institutional Investment Management Quality
Source: Greenwich Associates.
A ranking, a rating or an award provides no indicator of future performance and is not constant over time. Investing involves risk. The value of an investment and the income from it may fall as well as rise and investors might not get back the full amount invested.
Environmental management
We believe in leading by example, and strive to achieve the same environmental, social and governance (ESG) standards that we demand of the companies in which we invest. This includes seeking to limit the impact of our business operations on the environment. The overview below is a snapshot of our engagements in our offices around the globe.
Investing sustainably for the future
Compliance and data privacy
We aim to earn our clients’ trust and maintain their confidence in us by holding ourselves to the highest ethical standards. We use a robust set of processes to promote ethical conduct, protect client confidentiality and manage risk, with a focus on the following key areas: