Corporate responsibility is everyone’s responsibility at Capitalsave Investment Partners.
We are committed to making a difference in how we manage money, develop our workforce and lift our communities. We come to work each day knowing that our daily efforts benefit life-saving medical research. This Prosper with Purpose®️ model is a source of pride and inspiration for every Capitalsave Investment Partners employee.
Employees are encouraged to become involved in their communities and support their commitments by participating in non-profit organisation’s and providing different ways to give and make their contributions go further through matching and grant-making. In fact, over 30,000 volunteer hours annually are contributed by our employees. Capitalsave Investment Partners company matches up to:
USD100bn: per year for employee giving.
This matching-gifts program recognises employees’ contributions of time and money by enabling them to direct up to $10,000 annually to 501(c)(3) organisations, including a 2-to-1 match to employees supporting civil rights or social action and advocacy efforts.
2X employee match to support social justice organisations Grants
Twice yearly, the Foundation considers grant applications from 501(c)(3) organisations with preference toward those whose work is sustainable, inspires growth and in which our employees have significant and recurring involvement. The Foundatio n gives, on average, about $60,000 each year in grants ranging from $500 to $2,500. The Foundation has granted $7.7M since its inception in 2007.
We encourage our staff to play an active role in the communities they work in, for instance by supporting participation in local volunteering activities.
We also invest in good causes that are aligned with our own culture and values and those that help children and students maximise their talents. Each year the Group allocates a global budget to match staff donations to international charities for specific causes.
In the past years we have collected and donated funds for the fight against Ebola, the appeal for Typhoon Haiyan in the Philippines, the tsunami in Japan, the Sichuan earthquake in China and for research on neuroendocrine tumours.
We make donations to various local charities such as the Alzheimer’s Society and Brainwave initiative in the UK and the International Federation of Red Cross and Red Crescent Societies in different locations.
In the UK, we promote tax-efficient payroll donating to staff through a Give as You Earn scheme. In addition we organise a series of volunteer days each year, where teams of volunteers engage in activities such as refurbishing school gardens, encouraging children to get involved in sports and transforming the gardens of housing projects. And since 2007, Capitalsave Investment Partner’s has hosted an annual coffee mornings, raising almost $30,000 to date.
In Dublin, an annual awareness week is organised to raise money for a charity nominated by employees. In 2016, Dublin employees nominated the Capitalsave Investment Partners Foundation which raises funds for the Children's University Hospital. Since 2007, Capitalsave Investment Partners Fund Management and staff have donated over $29,000 to the various charities nominated by staff.
In New York, since 2019 our employees have been participating in HELP USA's annual toy drive. HELP USA is a national not-for-profit organisation with a mission to empower the homeless and others in need to become and remain self-reliant. Capitalsave Investment Partners New York also participates in Operation Backpack. This is an annual drive to provide children with brand new backpacks, filled with classroom supplies, for the first day of the new school year. The Operation Backpack team aims to ensure no child living in a New York City shelter will be left out when the new term begins in September.
In Hong Kong staff participate annually in ‘The Dress Special Day’ organised by The Community Chest as well as the 'Dress Pink Day' organised by the Hong Kong Cancer Fund.
In Switzerland In Switzerland our employees participate in an annual charity run. Participants ‘earn’ money for each lap they run which is then donated to various charities.
In our inaugural CSR Annual Report, we highlight our global impact – from the long-term success of Celebration with Service and partner highlights, to some of our more recent efforts in response to COVID-19 as well as racial and social injustice.
A commitment to service is fundamental to our culture. Whether it is our clients, our colleagues, or our communities, we have dedicated ourselves to leveraging our skills, experience and resources to make a positive impact. Since we re-emerged as an employee-owned firm just over a decade ago, we’ve volunteered 56,000 hours, worked with 15,000 children, served 20,000 meals and beautified hundreds of community spaces around the world.
As a global wealth and asset manager, we understand that what makes our economies and societies thrive over long-term will also be good for our business.
We thus take into account the social, environmental and economic effects of our actions. As an investor, we support the transition of our economies to more inclusive and sustainable models. We believe that cooperate responsibility is the single biggest factor affecting the way we interact with companies today and that it will not only drive returns, but also determine which companies succeed over the long term.
We believe it is essential that we use our products, services and relationships to support and accelerate this transition, and we do this by embedding Cooperate Responsibility in our investment processes and portfolios and through strong collaborative initiatives that contribute to shaping our industry.
Capitalsave Investment Partners is committed to helping at-risk children and youth achieve their potential through educational enrichment and support programs that promote academic success, independence and economic sustainability.
Through our grant-making, we partner with best-in-class organisations, contributing over USD1.0 Mn annually, as well as our time and talents through employee volunteerism.
While we volunteer with nearly 90% of our grantees globally, three of our key community partners receive the highest level of service from our employees—allowing us to create a positive, critical impact on these organisations and the children they serve.
We seek to engage with suppliers who have adopted meaningful corporate responsibility policies and programmes that cover and actively support ethical conduct. We confirm our expectation that all our suppliers will over time align their business practices with the Ten Principles of the UN Global Compact.
In this context we embed sustainability criteria in the selection of our suppliers and sourcing activities. We engage with our suppliers to ensure a sharing best practices and believe that we can achieve an optimal procurement chain through transparency and accountability.
The Ali Forney Centre’s mission is to protect homeless LGBTQ youth (ages 16- 24) in New York City from the harms of homelessness and empower them with the tools necessary to be safe, live independently, and thrive.
Debate Mate improves social mobility for disadvantaged youth by teaching key skills through after school debate programs for schools in the United Kingdom.
Greenhouse Sports uses inspirational sports coaching and mentoring to engage young people in the United Kingdom who may be disengaged, vulnerable or facing disadvantage to develop the social, thinking, emotional and physical skills that help them thrive.
Hands on Hong Kong develops service programs in partnership with local, under-served non-profit organisations and connects them with the volunteer manpower they need to achieve their mission.
Honeypot is the only charity in the United Kingdom that provides continuous support for young careers aged 5-12.
Ignite helps unstably housed young people in Chicago, ages 14 to 26, get their youth back and take the first step toward their journey to a stable home and a future with promise.
Project Sync-ere (Supporting Youth’s Needs with Core Engineering Research Experiments) prepares the minds of underrepresented students in Chicago and creates pathways for them to pursue careers in STEM.
Capitalsave Investment Partners Investment Academy is an initiative that seeks to share knowledge with our clients and the wider community to help enhance their understanding of the investment world. It is set across three pillars. First, we share our expertise with our clients through the publication of educational insights, aiming to help our audience making better decisions instead of promoting any of our funds.
Through local partnerships, we support our distributors by providing them with specific knowledge. In the U.K, Capitalsave Investment Partners has reached seven years in partnership with psychologists and internationally renowned authors in the field of cognitive psychology, who produces the weekly behavioral finance lessons published on our website. In Spain, Capitalsave Investment Partner is working with the Spanish Government to make mental health awareness available to 2.3 million Spanish immigrants.
Stock Exchange. In the UK: Access to some of the brightest minds in the world of science and engineering. Unparalleled environment to leverage state-of-the-art technology. We proudly sponsor initiatives that support the financial education of the youngest. In the most recent one, we sponsored the publication of a children’ book communicating basic finance and economics education (Basic economic principles: savings and investment). We are also the proud sponsors of the book “Business, Funding and Entrepreneurship”.
At Capitalsave Investment Partners, the Corporate and Social Responsibility CSR Programme supports our wider purpose – protecting today and investing in tomorrow. As a responsible company, and a mutual, creating a programme to support the communities in which we work was an obvious step..
We have a number of initiatives that are run at a ‘Group’ level, primarily through our social impact flagship partnership with national charity Turn2us, who are experts on tackling financial resilience issues. They support over 11 million people each year by providing guidance and support, online tools and financial relief to people in crisis.
But as well as acting as part of the Capitalsave Investment Partners Group, we have a number of local initiatives as well, notably our work to support the East London Business Alliance (ELBA), an organization that helps build connections between businesses and communities in East London and beyond, to create a positive impact, strengthen communities, and help tackle the issues that determine social mobility.
