WCM Investment Management

California
Diversified Financials

Corporate Bias Rating

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Risk Level:

Rating - Caution
Medium Risk

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. WCM does not provide viewpoint protections for its employees but has not publicly terminated business relationships based on views or beliefs. The CEO of Natixis has signed the CEO Action for Diversity & Inclusion pledge, though the corporation has not used its reputation or corporate funds for ideological purposes. 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.

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