North Carolina
Diversified Financials

Corporate Bias Rating

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Risk Level:

Rating - Clear
Lower Risk


CAPTRUST does not provide viewpoint protections for its employees but has not publicly canceled business relationships based on views or beliefs. 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’s CEO, Fielding Miller, signed the CEO Action for Diversity & Inclusion pledge, which includes a commitment to promote DEI through bias education training in the workplace. CAPTRUST featured Sarah Harris and Jenn McCabe from Armanino to discuss the importance of DEI in investing. However, the company does not discriminate against charitable organizations based on views or beliefs. CAPTRUST has not used its corporate funds for ideological purposes. For these reasons, CAPTRUST receives a Lower Risk rating.

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