Diversity and Inclusion



Our Mission

Diversity
Our diversity and inclusion are critical to our success. By fostering an environment that embraces diverse perspectives we become better investors and better problem solvers. Embracing diversity nurtures creativity and collaboration. A diverse, inclusive environment makes us good listeners, empathetic to the needs and aspirations of our clients. Lastly, diversity and inclusion are values that attract, develop, and retain exceptional colleagues.
Equality
Senior management take specific steps to foster this environment and cultivate inclusiveness through appropriate training at all levels and regions. We pursue diversity initiatives in recruitment, mentoring, training and workplace flexibility. We cannot preach inclusion without practicing it. All our staff experiences and perspectives are invaluable to make Leveledge a more diverse, inclusive and successful company.
Inclusion
Senior management take specific steps to foster this environment and cultivate inclusiveness through appropriate training at all levels and regions. We pursue diversity initiatives in recruitment, mentoring, training and workplace flexibility. We cannot preach inclusion without practicing it. All our staff experiences and perspectives are invaluable to make Leveledge a more diverse, inclusive and successful company.
Responsible Investing
At Leveledge we take a holistic approach to responsible investment that includes a deep commitment to active investment and stewardship. We firmly believe that monitoring, assessing and, where necessary, actively engaging or withdrawing investments based on a company’s management of environmental, social and governance (ESG) factors, are crucial to protect and enhance long-term, sustainable value.

Our Approach

As active investors, we believe the inclusion of environmental, social and governance (ESG) factors, analysis and research in the investment process is integral to fundamental financial analysis. We believe long-term sustainable returns are dependent on stable, well-functioning and well governed social, economic and environmental systems. Our approach is based on five pillars:

  • Strong governance and policy framework
  • Embedding ESG at the portfolio level to manage risk and drive alpha
  • Proactive voting and engagement to drive positive change
  • Effective oversight and reporting through transparency
  • Industry collaboration to improve policy and practices

We are committed to investment leadership, innovation and sustainable thinking to protect and enhance our clients’ financial future through our investment solutions.

Purpose and Philosophy

Our purpose is to protect and enhance our clients’ financial future. By attracting and empowering the brightest minds to think beyond the obvious, we strive to provide investment leadership, innovation and a positive impact on society and the environment. Our core values of integrity, collaboration and excellence are central to how we deliver on our purpose and strategy.

As active investors, we believe the inclusion of environmental, social and governance (ESG) factors, analysis and research in the investment process is integral to fundamental financial analysis. This includes identifying and evaluating sustainability risks, opportunities and impacts.

Our stewardship focuses on using our influence to create long- term, sustainable value and better outcomes for our clients, society and the environment.