WCM Investment Management
Risk Level:
Summary:
WCM Investment Management is an asset management firm headquartered in Laguna Beach, California. Since 2018, WCM is has been a partial subsidiary of Natixis, a French investment bank. Natixis, in turn, was acquired in 2021 by French banking conglomerate Groupe BPCE. Neither WCM nor Natixis has publicly terminated employees due to political or religious differences, though neither company provides political viewpoint protections to employees. The CEO of Natixis has signed the CEO Action for Diversity and Inclusion pledge, though the corporation has not taken specific policy stances or funded groups hostile to freedom of expression. The firm does adhere to the UN Principles for Responsible Investing and implement a "Green Weighting Factor," though neither of these policies explicitly deny services to specific industries or businesses. For these reasons, WCM Investment Management 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.
Neither WCM Asset Management nor its parent company Natixis has publicly terminated business relationships due to political or religious differences (1). WCM has specific funds that do not invest in portfolios with significant stakes in high-risk industries such as firearms or gambling, though this is specific to those particular funds and not reflective of a larger company policy (2).
Charitable giving (including employee matching programs) policies or practices discriminate against charitable organizations based on views or religious beliefs.
WCM does not have an independent charitable giving program. Natixis will match donations “to organizations that promote the common good and benefit the general welfare of the community. By definition, this excludes organizations that promote single sectarian, denominational, or religious activities” (1).
Employment policies fail to protect against discrimination based on political affiliation/views and/or religion.
Uses corporate reputation to support ideological causes and/or organizations hostile to freedom of expression.
Natixis CEO Timothy Ryan has signed the CEO Action for Diversity and Inclusion pledge (1). Natixis has released a “social and environmental responsibility” statement, committing the United Nations’ Sustainable Development Goals (SDGs) (2). This includes a “Green Weighting Factor” whereby the investment firm publishes and manages its allocation into “green” investments, increasing 10% of that allocation each year (3). This metric does not explicitly require denying services to “brown” investments. However, the company has not given specific policy positions or taken a stance on socioeconomic issues (4).
Uses corporate funds to advance ideological causes, organizations, or policies hostile to freedom of expression.
WCM and Natixis have not made public donations to ideological groups hostile to freedom of expression (1).
All links were last accessed and all information was updated on:
March 23, 2023
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