Corporate Sustainability

Our Approach to a Sustainable Business

We believe managing our business with a long-term perspective is critical to delivering exceptional investment results for clients, while also benefiting our shareholders, associates and community.

We believe operating a thriving and sustainable business is dependent on generating great, long-term investment outcomes and building enduring client partnerships. We accomplish this through our shared investment principles and a client alignment philosophy that puts clients first in all we do.

We believe a business that generates long-term value for all stakeholders is aided by alignment with associates. Our associates have a shared commitment to making operational decisions that consider the impact on our clients, as well as our teammates, our shareholders, our communities and our shared natural resources.

We believe long-term success is dependent on a collaborative workplace where associates can thrive in a culture that reflects our core values of curiosity, ownership, trust and respect. We know client outcomes are improved through the differentiated thinking inherent in teams featuring diversity of thought, backgrounds and experiences. Therefore, we are committed to expanding the diversity of our associate population while fostering an environment where associates can bring their authentic selves to the workplace.

We believe making a positive impact in our communities ultimately benefits our clients and industry. We are committed to philanthropy focusing on four key areas: fostering financial literacy and education; engaging through community volunteering and board participation; promoting diversity, equity and inclusion in our broader industry; and supporting our community in times of crisis.