Champlain Investment Partners

Industries Diversified Financials

Rating Overview

Risk Rating: Medium

Champlain Investment Partners is Medium Risk.

Champlain Investment Partners is Medium Risk. The company often yields to political activism in shaping corporate governance, potentially alienating consumers, dividing employees, and harming shareholders. The company implements race and identity-based policies that replace merit, excellence, and integrity with preferential treatment and outcomes. The company occasionally embraces corporate initiatives that redirect its central focus from business goals to partisan policies and divisive issues at times. This approach fails to safeguard free exercise, free speech, and free enterprise.

Rating Criteria

Corporate Weaponization Risk Levels
Criteria Risk Level
Cancellations Medium Risk
Discriminatory Philanthropy Lower Risk
Employment Protection High Risk

Corporate Weaponization

Corporate Governance and Public Policy Risk Levels
Criteria Risk Level
Advocacy Bias Lower Risk
Funding Lower Risk
Political Actions No Data

Corporate Governance and Public Policy

Rating Criteria Detail

Criteria Risk Level Rationale

Corporate Weaponization


Criteria:

Has canceled 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:

Medium

Rationale:

Champlain Investment Partners integrates ESG into its business practices. From its 2024 Sustainability Report: “ESG factors and sustainability themes
are integrated into the investment process for all strategies as detailed below” (1). However, the company has not publicly canceled customers, suppliers, or vendors based on political views or religious beliefs (2).

Criteria:

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

Risk Level:

Lower

Rationale:

Champlain Investment Partners does not discriminate against charitable organizations based on views or beliefs. It “offers a generous firm matching policy for employees to contribute to any non-profit organization that is important to them personally and strongly encourages participation” (1)(2).

Criteria:

Employment policies fail to protect against viewpoint or other discrimination and/or are ideological in nature.

Risk Level:

High

Rationale:

Champlain Investment Partners offers DEI training to its employees (1). The company does not provide viewpoint protections for its employees (2).

Corporate Governance and Public Policy


Criteria:

Uses corporate reputation to support causes, organizations, or policies hostile to freedom of expression.

Risk Level:

Lower

Rationale:

Champlain Investment Partners supports DEI within its business practices. From its 2024 Sustainability Report: “We are committed to broadening our diversity, equity, and inclusion efforts” (1). Otherwise, the company has not supported ideological causes or policies (2).

Criteria:

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

Risk Level:

Lower

Rationale:

Champlain Investment Partners has not used corporate funds to advance ideological causes, organizations, or policies (1).

Criteria:

Uses corporate political actions and/or financial contributions for ideological, non-business purposes.

Risk Level:

N/A

Rationale:

Champlain Investment Partners does not operate a PAC or engage in lobbying at this time (1)(2)(3).