Culture has always been important, but now it is recognised as such

The industry is consciously addressing [transparency around diversity and culture]. Things haven’t changed hugely, but they are changing.
— Dewi John, head of research, UK and Ireland, Lipper

We asked investment industry representatives: Where are you seeing progress on culture?

Speakers emphasised there is gradual change compared to a few decades ago. For example, questions are asked around a firm’s culture by candidates in the interviewing process as they want reassurance their voices will be heard.

Similarly, in fund analysis, an internal focus on values and commitments and transparency around a company’s culture can be a key differentiator and be a decider on where an allocation is placed.

Check out the comments in the video above.

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What firms are telling us about values and commitments

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Integrating cultural due diligence into fund evaluations