We believe that financial markets and services should operate in the following ways:
- Investment professionals contribute to the ultimate benefit of society through the sustainable value generated by efficient financial markets and by effective investment institutions.
- Good stewardship and high ethical standards are necessary for trust and confidence to be secured and for society to be served. Financial markets should afford every investor the opportunity to earn a fair return.
- Financial markets are more effective with knowledgeable, diverse participants.
- High ethical principles and professional standards are essential to positive outcomes; rules and regulations, while necessary, are not sufficient by themselves.
As a global, independent organization, we play a role in being a steward and champion of the investment management industry.
In addition to direct benefits to their clients, the work of investment management professionals and the impact of the investment management industry also benefits society through improved investor outcomes and the resulting effective allocation of capital that drives economic growth and development.
Our Cultural Values define who we are, what we stand for, and what we aspire to be. They run deeply through the organization, guiding our internal and external behaviors. They bind our colleagues together, across every level of business, in passionate pursuit of our company's mission.
Trust
We act with integrity, are ethical and authentic, and speak the truth in a timely, transparent manner.
Service
We understand the needs of our external stakeholders and, together, deliver exceptional results through a regional model, localized where appropriate.
Inclusion
We create a welcoming, safe environment where fairness, opportunity, and trust exist, allowing us to leverage the diverse talents and perspectives of our staff and volunteers to achieve our strategic objectives.
Curiosity
We demonstrate an unrelenting pursuit of knowledge and understanding in our quest for excellence