AssetMark
Corprate Bias Ratings
Risk Level:
Summary:
AssetMark, which is a financial services company, does not publish a nondiscrimination policy but has not publicly terminated business relationships based on views or beliefs. The company integrates ESG into all of its business practices and requires all employees complete compliance training. AssetMark partners with One-n-Ten, which provides LGBTQ youth health services. However, the company does not appear to discriminate against religious organizations in its charitable giving. 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.
AssetMark integrates ESG into all of its business practices. The company stated, “We integrate ESG considerations and responsible
business practices into our investment analysis and proprietary solutions to support the financial decision-making of advisors and their clients. (1)(2). The company has not publicly fired customers, suppliers, or vendors based on political views or religious beliefs.
Charitable giving (including employee matching programs) policies or practices discriminate against charitable organizations based on views or religious beliefs.
AssetMark does not appear to discriminate 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 publish a nondiscrimination policy.
Uses corporate reputation to support ideological causes and/or organizations hostile to freedom of expression.
AssetMark requires all employees complete compliance training (1). The company supports ESG within its business practices. AssetMark stated, “Our teams integrate ESG and Values-Driven Investing Strategies within our investment solutions primarily in
two ways – selection of ESG strategies from independent
investment management firms and through proprietary
portfolio construction for values-based solutions.” (2).
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 at this time (1).
All links were last accessed and all information was updated on:
September 26, 2023
Company reports are intended for educational use only. Full Disclaimer