RESPONSIBILITY

Environmental, Social and Governance (ESG)

We believe that Environmental, Social and Governance (“ESG”) considerations directly and materially impact investment outcomes.

At AncoraOak, we are committed to advancing our long-term investment strategies by focusing on Environmental, Social and Governance (ESG) considerations throughout the entire investment lifecycle. Our approach to ESG integration allows us to identify valuable opportunities while minimizing undue risk, aligning our interests with those of our clients and their beneficiaries. We firmly believe that integrating ESG into our investment process represents a vital step in upholding our commitment to excellence in bottom-up investment analysis and sustainable long-term performance. Join us and discover the unparalleled power of ESG integration to unlock new opportunities and drive success in today’s rapidly evolving investment landscape.

PLEASE FIND MORE INFORMATION REGARDING OUR APPROACH TO ESG INTEGRATION.

AncoraOak’s ESG Policy

BUILDING A DIVERSE AND INCLUSIVE ENVIRONMENT

Diversity & Inclusion

At AncoraOak, we firmly believe that a diverse, equitable, and inclusive work environment is not just a corporate mantra but the very foundation of our success. Such an environment accentuates our collaborative culture and amplifies our capability to nurture, develop, and elevate every individual to their zenith of potential.
Our commitment to diversity, equity, and inclusion (DEI) is not merely superficial; it is deeply woven into the fabric of our human capital development strategies and initiatives. Here's how we fortify our commitment:

Ethnicity Self-Identification

We have instituted a global process enabling employees to voluntarily self-identify their ethnicity. The insights gathered from this initiative help spotlight areas that need attention in our journey towards bolstering ethnic dWith a robust and expansive network of offices across Europe, North America, and Asia, our firm boasts a truly global presence. This strategic footprint enables us to leverage our extensive local knowledge and expertise to deliver superior investment outcomes for our clients, regardless of their geographic location.iversity. We are proud to note that the participation rate in this initiative stands at a commendable 93%, reflecting our workforce's trust and engagement in our DEI endeavors.

Succession Planning

Our succession planning process is meticulous and forward-thinking. We ensure that a diverse array of candidates is always in the pipeline. Special emphasis is laid on nurturing early-career candidates, offering them opportunities that challenge their abilities, expand their horizons, and provide invaluable exposure.

Internal Mobility: Growing From Within

AncoraOak's talent strategy is deeply rooted in the principle of 'growing from within.' We ardently promote internal mobility, ensuring that our employees consistently encounter avenues to broaden their professional experiences. This approach not only aids personal and professional growth but also fosters enhanced collaboration across various facets of our business.

Employee Resource Groups: Celebrating Diversity

AncoraOak takes immense pride in its vibrant array of employee resource groups (ERGs). These ERGs not only serve as a testament to our inclusive ethos but also act as platforms that:

1. Cement an inclusive workplace culture

2. Foster a strong sense of community

3. Offer myriad opportunities for volunteering and networking

4. Facilitate the global exchange of best practices

Here’s a glimpse of our ERGs:

1. AncoraOak Women Network

Empowering our women workforce, celebrating their achievements, and paving the way for future leaders.

2. AncoraOak Pride Network

Championing the rights and voices of our LGBTQ+ community, ensuring they thrive in an environment of respect and equality.

3. AncoraOak Black Professionals

Celebrating the contributions of our Black professionals, and fostering their growth and development.

4. AncoraOak Asian Professionals

Embracing the diverse cultures and perspectives of our Asian community, and promoting their professional advancement.

5. AncoraOak Next Generation

Catering to the aspirations and needs of our younger workforce, ensuring they are equipped to be the leaders of tomorrow.

At AncoraOak, our DEI journey is continuous, evolving, and central to our ethos. We are committed to ensuring that every individual feels valued, respected, and empowered to achieve their fullest potential.