Diversity & Inclusion


Capitalsave Investment Partners is committed to promoting equal opportunities and encouraging, valuing, and managing diversity among our team.

We believe in equality for all staff and the creation of a workforce that is representative of all sections of society, where each employee feels respected and is comfortable being themselves.

Diversity, equity, and inclusion are at the core of our values. At Capitalsave Investment Partners, our client portfolios aren't built by a single manager but by diverse teams that bring different points of view and ideas to help investors reach their long-term goals.

This distinctive approach is part of our commitment to embracing all aspects of diversity, equity, and inclusion, unlocking the power that comes from building teams that encourage active voices at every level. We believe the success of our investors depends on the people in whom we invest.

OUR APPROACH


Learn, Unlearn, and Relearn

We learn every day from the day we are born. As children, much of what we learn is belief – what we think is true. As adults, we naturally get trapped in these beliefs, making it difficult to see another perspective. Our DE&I program aims to help us systematically challenge what we think we know, fostering a mindset of curiosity and growth by highlighting unconscious bias, exposing different views, and encouraging courageous conversations.

Learn

More about ourselves and each other

Unlearn

Beliefs and biases holding us back

Relearn

The behaviors and actions most likely to move our business forward

OUR MISSION


DIVERSITY

At Capitalsave Investment Partners, diversity and inclusion are critical to our success. By fostering an environment that embraces diverse perspectives, we become better investors and problem solvers, nurturing 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 Capitalsave Investment Partners, 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 takes 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. All our staff experiences and perspectives are invaluable to making Capitalsave Investment Partners a more diverse, inclusive, and successful company.

LEARN MORE ABOUT WOMEN IN FINANCE CHAPTER


OUR BUSINESS RESOURCE GROUPS

Diverse Perspectives

From training to company-wide discussions, social responsibility has risen to the top. That includes employee-led business resource groups—composed of individuals who share common characteristics or experiences, along with their allies. These nurture an inclusive workplace through open dialogue and facilitating learnings for everyone.

Women's Initiatives and Allies

Accelerates change by engaging, inspiring, and developing our female colleagues. Strives to impact business performance and establish our firm as a place where women thrive.

Veterans and First Responders

Invites everyone to “continue the mission” by championing our vets and first responders and joining them in community service. Promotes managerial effectiveness, leadership development, and communication.

New, Changing Careers and Returning Workers

Enables progress among those just starting out, changing careers, or returning to the workplace. Provides opportunities for career development, community involvement, and networking.

Employees of Color

Encourages authenticity among different minorities, ethnicities, and cultural backgrounds. Links their work with internal and external communities, and currently supports three chapters: Black, Asian, and Latinx Employees.

LGBTQ+

Fosters an inclusive environment for LGBTQ colleagues, their family members, and community. Ensures LGBTQ employees feel safe, welcome, and valued in the workplace.

Corporate partnerships

Measuring our change

Numbers can’t tell the whole story, but a closer look provides an at-a-glance snapshot of where we are and where we still need to go. These benchmarks will help guide us as we build a path forward.

Innovative development programs

From recruitment to leadership, our flagship programs are designed to both mentor and advance the career paths of underrepresented associates.

Programs like Capitalsave Investment Partners Group and Women Leading AI focus on female employees, while Capitalsave Investment Partners and emerging leaders are focused on racial diversity across the board.

Inclusive Benefits

We have tailored our benefits and wellness programs to support the needs of the diversity of our associates. That means resources for early-career team members, those caring for aging loved ones, single parents, LGBTQ+ families, transgender associates, and more, all with a focus on physical and mental well-being.

Addressing Bias In The Recruiting Process

To help mitigate any potential unconscious bias from the early-career hiring process, our Talent Acquisition Team stopped sharing resumes with hiring managers, so they could focus on the candidate — their background, experience, and thought process.

As a result of our DE&I efforts, we hired a more racially and gender diverse pool of interns, with 50/50 gender balance and 58% representation from racial minorities.

Fair Pay

At Capitalsave Investment Partners, our pay practices focus on fairness. Each role within our organization is compensated based on the responsibilities of that role and the experience and performance of the associate — irrespective of race, ethnicity, or gender identity.

We're proud to say that a fair pay study conducted by an independent consultant demonstrated that we have pay equity broadly in the U.K.

Capitalsave Investment Partners (CsIP) Communities


Our 200+ Capitalsave Investment Partners Communities — sometimes called associate resource groups — empower our people to help lift the voices of everyone at Capitalsave Investment Partners.

Capitalsave Investment Partners Communities are driven by our associates who unite around common experiences and passions, becoming allies for inclusion and equity. Capitalsave Investment Partners Communities represent a rich diversity of identities and interests, including race/ethnicity, gender identity, sexual orientation, faith, mental health, and much more. The list is always growing, as our employees raise their hands to create new Communities for our people to connect.

Improving our culture. Impacting our community.

As a global leader, we recognize that the world around us is changing, so we’re changing the way we invest — both in funds and in our people. When we create an environment of integrity, respect, and true collaboration, our people can carry these principles from the company to their community.

The Team

In January 2016, Andrew Miller, Markus Hatland, and Emilio Engström joined Capitalsave Investment Partners and are the founding members of our Global Equity Team. The team brought with them this unique approach, refined and proven over more than 20 years.

Today the team is made up of 10 professional experts, with our three senior fund managers backed up by three fund managers and four analysts. The team can draw on the support and input of our expert teams across equities and fixed income, as well as our Responsible Investment team.

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