Captrust

North Carolina
Diversified Financials

Risk Level:

Rating - Clear
Lower Risk

Summary:

CAPTRUST is a financial services firm headquartered in North Carolina. CAPTRUST has not publicly terminated employees due to political or religious differences, though the company does not specifically provide viewpoint protections. While CAPTRUST offers a selection of products, including ESG and religious funds, these screens are providing based on customer preferences and not enforced upon all investors. The company has not endorsed or funded ideological agendas or groups hostile to freedom of expression. For these reasons, CAPTRUST receives a Lower Risk rating.

Criteria
Risk Level
Rationale
Corporate Weaponization
Criteria

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.

Risk Level
Rationale

CAPTRUST has not publicly terminated business arrangements due to political or religious differences (1). CAPTRUST offers both ESG and religious funds for institutional investors, but these choices do not affect other customers who do not opt into these preferences for investing. 

Criteria

Charitable giving (including employee matching programs) policies or practices discriminate against charitable organizations based on views or religious beliefs.

Risk Level
Rationale

CAPTRUST does not exclude religious organizations from its grant making programs or its nonprofit-focused services (1)(2).

Criteria

Employment policies fail to protect against discrimination based on political affiliation/views and/or religion.

Risk Level
Rationale

CAPTRUST does not specifically provide viewpoint protections for its employees (1)(2).

Corporate Governance and Public Policy
Criteria

Uses corporate reputation to support ideological causes and/or organizations hostile to freedom of expression.

Risk Level
Rationale

CAPTRUST has not corporately endorsed ideological agendas, policies, or organizations (1).

Criteria

Uses corporate funds to advance ideological causes, organizations, or policies hostile to freedom of expression.

Risk Level
Rationale

CAPTRUST has not corporately funded ideological groups or policies hostile to freedom of expression (1)(2).

Criteria

Uses corporate political contributions for ideological, non-business purposes.

Risk Level
N/A
Rationale

CAPTRUST does not have a PAC or engage in lobbying.

All links were last accessed and all information was updated on:
March 23, 2023

Company reports are intended for educational use only. Full Disclaimer

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