Powered by diversity.
Fueled by inclusion.

Diversity, equity and inclusion are at our core

At Portfolio Capitals Management, our clients’ portfolios aren’t built by a single manager. They’re built by diverse teams that bring different points of view and their own ideas to help investors reach their long-term goals.

This distinctive approach is part of our commitment to embrace all aspects of diversity, equity and inclusion. It helps us unlock the power that comes from building teams that encourage active voices at every level.

We believe the success of the people who invest with us depends on the people in whom we invest.

OUR MISSION

DIVERSITY

At Portfolio Capitals Management, 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

At Portfolio Capitals Management we provide equal employment and advancement opportunities for all individuals regardless of age, race, ethnicity, gender, sexuality, disability, religion or other characteristics. We are committed to creating a diverse and inclusive workplace where all individuals feel valued, listened to, treated fairly and respected.

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 have signed the Women in Finance Charter, 30% Club and the Diversity Project to accelerate our progress toward our diversity and inclusion goals. We cannot preach inclusion without practicing it. All our staff experiences and perspectives are invaluable to make Portfolio Capitals Management a more diverse, inclusive and successful company.

WOMEN IN FINANCE

In 2018, Portfolio Capitals Management signed the Women in Finance Charter with the goal of increasing the proportion of women in senior management positions within Portfolio Capitals Management globally to 25% by 2022.

When Portfolio Capitals Management signed up to the Charter in September 2018 we had 16.7% female representation in senior management positions as at 31 December 2017 and we have been making steady progress in increasing the number of women in senior positions and remains committed to achieving the target set . As at 31 December 2019, we had 19.6% female representation in senior management positions.

Portfolio Capitals Management has also made good progress on our broader Diversity and Inclusion agenda. It remains dedicated to improving diversity for the benefit of the business - for our people, our clients and our workplace culture - and recognises in particular the benefits of increased diversity in senior management.

LEARN MORE ABOUT WOMEN IN FINANCE CHAPTER

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