Diversity, Equity, and Inclusion Policy

Altrinsic Global Advisors, LLC (“Altrinsic”) seeks, embraces, and thrives on diverse perspectives, powering a strong internal culture, differentiated investment perspectives, and a better client experience.

Commitment

Altrinsic is committed to treating all people with dignity and respect.  We value all of the characteristics that make a person unique and the varied perspectives of diverse identity groups.  We understand that diversity is built upon a foundation of inclusive behaviors and practices.  Altrinsic believes diversity is integral to successfully realizing our organizational capabilities and competitive advantage.

Altrinsic is committed to treating each individual fairly.  We recognize that each person’s circumstances differ, and we work to equitably support individual growth and achievement through our practices and policies.  Enacting and maintaining equity requires continuous improvement at the personal, professional, and organizational levels.

Altrinsic is committed to fostering a culture in which all employees feel accepted, valued, and respected.  We believe that cultivating an inclusive environment encourages employees to be curious, share ideas, and take initiative.  An inclusive environment benefits our clients, the firm, our teams, and individuals.

In support of our goals, Altrinsic strives to:

  • Attract, develop, and retain diverse individuals across the organization
  • Ensure equal opportunity, access, and support for each employee
  • Provide a work environment free from discrimination and harassment
  • Encourage teamwork, collaboration, and mentorship
  • Offer benefits and work practices that support employees’ mental and physical well-being
  • Foster a culture of continuous improvement
  • Engage meaningfully with our local community
  • Hold ourselves accountable to our stated commitments

Talent

Altrinsic works with a robust network of industry contacts and recruiters to identify and evaluate a diverse slate of candidates during the hiring process.  We offer a competitive compensation and benefits program that prioritizes employees’ physical, mental, and financial well-being.  Altrinsic’s structure and business philosophy provide a path for employees to earn equity ownership in the firm and participate directly in the firm’s long-term value creation.

Altrinsic’s employee policies support the firm’s commitment to an equitable and inclusive workplace – these include guidelines on employee conduct, equal employment opportunity, accommodations for individuals with disabilities, sexual and other unlawful harassment, whistleblowing, employee benefits, time off, volunteering, and leaves of absence.

Development

Altrinsic’s approach to employee development recognizes the power of equitably distributing resources and opportunities.  Our mentoring program includes group and one-on-one time with senior leadership to foster engagement, collaboration, skillset enhancement, and knowledge transfer.  These efforts promote individual growth and shape career development.  We also encourage peer coaching and ad hoc feedback sessions.

Altrinsic’s Diversity, Equity, and Inclusion Learning Initiative provides all employees the opportunity to acquire the language and tools necessary to build self-awareness and effect positive behavior change.

Engagement

Altrinsic’s flat organizational structure enables each employee’s voice to be heard, welcomes diversity of thought, and encourages idea exchange.  This creates a unique lens for assessing information and fosters healthy internal debate that raises the bar on the quality of discussions and decisions.

Group learning sessions, social gatherings, cross-functional employee lunches, and local community volunteer events are organized by Altrinsic to further strengthen the sense of community at our firm.

Altrinsic’s commitment to engagement extends to a college-level summer internship program that offers students from diverse backgrounds an immersive learning experience within the financial services sector while growing their professional networks.  The initiative delivers appreciable value to both the interns and Altrinsic’s employees.

Diversity, Equity, and Inclusion Committee

Altrinsic established a Diversity, Equity, and Inclusion Committee (“DEI Committee”) in 2019.  The DEI Committee reports directly to Altrinsic’s Operating Committee, which is comprised of senior management and functional heads from each department.  The Operating Committee works closely with the DEI Committee to advance internal initiatives and track progress.

The DEI Committee meets at least quarterly to communicate ideas, discuss initiatives, and curate firm-wide programming and partnerships. 

Specifically, the Committee works to:

  • Promote an environment in which all individuals and ideas are treated equally and are valued
  • Increase diversity, equity, and inclusion awareness and education
  • Proactively drive firm engagement
  • Apprise firm leadership of the status and progress of internal initiatives
  • Conduct research and generate intelligence regarding industry and peer Diversity, Equity, and Inclusion best practices
  • Review the firm’s Diversity, Equity, and Inclusion Policy at least annually and propose amendments as initiatives evolve