Diversity, equity and inclusion are at our core
We believe in long-term results
We invest in DE&I with the same boldness and rigour we use when investing on behalf of our clients. We're committed to meeting our 2025 DE&I goals and are proud that we've made strides in achieving them.
We know we still have work to do to keep striving for more diverse representation in leadership and throughout our organization. Beyond diversity, we also know it's only with a more inclusive team that we will be able to accomplish our mission: improving people's lives through successful investing.
Our DE&I goals
*In 2022, we expanded our senior manager population to be more inclusive of like roles. Actual and historical data have been updated to reflect this change. While this decreased the representation of women, Black/African Americans and Underrepresented minorities among leaders (senior managers and above), our 2025 goals remain unchanged. Please reference our latest report for the impacts of these changes.
†Underrepresented minority defined as Black/African American, Hispanic/Latinx, Native American, Alaskan or Hawaiian/Pacific Islander, or Multiracial.
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.
Our focus areas
Culture of belonging
We're committed to an inclusive culture to ensure that every associate can confidently say “I belong here.” Welcoming the perspectives and experiences of all associates is part of our core values.
Diverse teams of associates
We're committed to greater representation of underrepresented groups across Capital and at all levels. We believe that diverse teams generate better ideas and make better decisions.
Leadership, commitment and accountability
We're committed to embedding DE&I in all aspects of our business by cultivating a shared sense of ownership of DE&I objectives across Capital, with leaders and associates understanding and driving our long-term progress.
Impacting our communities
We're committed to championing greater access to financial services and representation in our industry and our suppliers. We empower associates to support nonprofits of their choice, including those advancing equity and social justice in their communities and beyond.
The courage to do things differently
From the beginning, Capitals Express Investments has been a company that's not afraid to be different and set ambitious goals. Founded during the Great Depression, we chose to set up on the U.S. west coast rather than in the financial epicentre of Wall Street.
Today, we’re bringing this same ambition to DE&I and are learning along the way. We’re challenging norms. We’re setting higher benchmarks. And we’re pushing for a more inclusive workforce.
To make a difference, we are not afraid to do things differently.
Capital Communities
We're proud that our Capital Communities represent diverse identities and interests. More than 70% of our global associates participate in at least one Community. These include race/ethnicity, gender identity, sexual orientation, faith, mental health and many more.
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.
Industry leadership
In 2022, Capitals Express Investments hosted its fifth Annual Roundtable Conversations on Diversity, Equity and Inclusion, which was attended by more than 130 in-person and virtual participants. Attendees delved into the topic of allyship and represented 50 leading financial services firms from North America and Europe.
Philanthropic commitment to advance racial equity
In 2022, Capitals Express Investments donated US$6.2 million‡ to racial equity and social justice causes. We provided grants to more than 800 nonprofits dedicated to advancing racial equity and social justice. This support has gone both to new organizations recommended by associates and to long-standing community partners.
‡As of December 31, 2022
Promoting local, minority-owned businesses
Supplier diversity and fair competition matter to us. That's why our corporate sponsorships help drive policy changes. These include the Women's Business Enterprise National Council, National LGBT Chamber of Commerce and the National Minority Supplier Development Council.
Recognition for the progress we’re making
Leading institutions have taken notice of our commitment to creating a great workplace for all associates.
Racial Equity at Work
Certified at the Bronze level by Management Leadership for Tomorrow’s (MLT) Black Equity at Work
Committed to the MLT Hispanic Equity at Work Certification Program
Disability Confident Employer
Supported by the Diversity Project and recognized by the UK government for our ongoing efforts in ensuring a disability-inclusive workplace
Workplace mental health
One Mind at Work Salus Award for Workplace Mental Health for 2021
Employees' choice
Glassdoor’s Top 100 CEOs for 2021 and Glassdoor's Best Places to Work for 2022
100%
Human Rights Campaign Best Places to Work for 2022
(Received 100% in the Corporate Equality Index every year since 2018)
Best companies for women
Named one of the Best Companies for Women and Best Finance Companies for Women by Fairygodboss in 2019, 2020 and 2021
Best places to work
Pensions & Investments “Best Places to Work in Money Management” list for 2018, 2019, 2020, 2021 and 2022
All data on this page is as of December 31, 2022.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
Unless otherwise indicated, the information referenced above reflects the Capitals Express Investments global organization.
Unless otherwise indicated, the investment professionals featured do not manage Capitals Express Investments‘s Canadian mutual funds.
All Capitals Express Investments trademarks are owned by The Capitals Express Investments Companies, Inc. or an affiliated company in Canada, the U.S. and other countries. All other company names mentioned are the property of their respective companies.
Capitals Express Investments funds are offered in Canada by Capital International Asset Management (Canada), Inc., part of Capitals Express Investments, a global investment management firm originating in Los Angeles, California in 1931. Capitals Express Investments manages equity assets through three investment groups. These groups make investment and proxy voting decisions independently. Fixed income investment professionals provide fixed income research and investment management across the Capital organization; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups.