Segall Bryant & Hamill

Diversified Financials

Risk Level:

Rating - Caution
Medium Risk

Summary:

Segall Bryant & Hamill is an investment firm headquartered in Chicago. In 2021, Seagall Bryant was acquired by Toronto-based asset management firm CI Financial. Neither Segall Bryant nor CI Financial has publicly terminated employees due to political or religious differences, though neither company specifically protects employees from viewpoint discrimination. Seagall Bryant has not taken specific policy stances or funded groups hostile to freedom of expression. However, the firm does implement ESG integrations into its investment decisions and corporate practices. For these reasons, Segall Bryant & Hamill receives a Medium 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

Neither Segall Bryant & Hamill nor its parent company CI Financial has publicly terminated business relationships due to political or religious differences. However, Segall Bryant & Hamill does integrate ESG into its investment decisions, potentially leading to exclusion of profitable investments (1)(2).

Criteria

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

Risk Level
N/A
Rationale

Segall Bryant & Hamill does not have an independent charitable giving program (1).

Criteria

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

Risk Level
Rationale

Segall Bryant & Hamill does not publish an anti-discrimination policy aside from its privacy policy (1). However, CI Financial does not provide viewpoint protections in its Terms of Use (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

CI Financial requires its top executives to undergo mandatory unconscious bias training (1). However, it does not appear that this requirement has affected Segall Bryant & Hamill (2). Segall Bryant & Hamill does integrate ESG into its investment decisions, affirm the UN’s Principles for Responsible Investment, and incorporate diversity, equity, and inclusion into its hiring practices (3).

Criteria

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

Risk Level
Rationale

Neither Segall Bryant & Hamill nor CI Financial have made public donations to ideological groups hostile to freedom of expression (1)(2).

Criteria

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

Risk Level
N/A
Rationale

Segall Bryant & Hamill does not have a PAC (1).

All links were last accessed and all information was updated on:
January 18, 2023

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