
AssetMark
Risk Level:
Summary:
AssetMark incorporates ESG into all of its business practices, including the methods in which the company promotes client investment strategies. The company's DE&I council introduced trainings for employees and diversity quotas in hiring. AssetMark has also used corporate funding to support LGBTQ organizations. AssetMark has not terminated existing business relationships due to views or beliefs. AssetMark does not discriminate against religious charities. For these reasons, AssetMark receives a Medium Risk rating.
Has denied service to customers, suppliers, or vendors due to their political views or religious beliefs OR corporately boycotts, divests, or sanctions regions, people groups, or industries.
Charitable giving (including employee matching programs) policies or practices discriminate against charitable organizations based on views or religious beliefs.
AssetMark does not have a written rule discriminating against religious organizations in its charitable giving (1).
Employment policies fail to protect against discrimination based on political affiliation/views and/or religion.
AssetMark does not have written policy to protect its employees from viewpoint discrimination (1).
Uses corporate reputation to support ideological causes and/or organizations hostile to freedom of expression.
Uses corporate funds to advance ideological causes, organizations, or policies hostile to freedom of expression.
Uses corporate political contributions for ideological, non-business purposes.
AssetMark does not operate a PAC or publicly disclose its political contributions.
All links were last accessed and all information was updated on:
May 26, 2023
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