Moelis & Company - 1792 Exchange

Rating Overview

Moelis & Company is Lower Risk.

Moelis & Company is Lower Risk. The company does not yield to political activism in shaping corporate governance, preventing initiatives that potentially alienate consumers, divide employees, and harm shareholders. Moelis elevates merit, excellence, and integrity ahead of race and identity-based policies. The company does not embrace corporate initiatives that redirect its central focus from business goals to partisan policies and divisive issues. This approach protects free exercise, free speech, and free enterprise.

Rating Criteria

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

Corporate Weaponization ⓘ

Corporate Governance and Public Policy Risk Levels
Criteria	Risk Level
Advocacy Bias	High Risk
Funding	Medium 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:

Lower

Rationale:

Moelis has not publicly canceled customers, suppliers, or vendors based on political views or religious beliefs (1).

Criteria:

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

Risk Level:

Lower

Rationale:

Moelis does not appear to discriminate against charitable organizations based on views or beliefs (1).

Criteria:

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

Risk Level:

Lower

Rationale:

Moelis does not provide viewpoint protections for its employees (1)(2).

Corporate Governance and Public Policy

Criteria:

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

Risk Level:

High

Rationale:

Moelis CEO Ken Moelis is a member of the Business Roundtable and signed the Business Roundtable’s 2019 Statement on the Purpose of a Corporation, which promotes stakeholder capitalism over traditional obligations to shareholders (1)(2). The company supports DEI within its business practices. From its Leadership Development Program Document: “To apply for the 2025 Leadership Development
Program, you must submit the following:… Personal statement addressing your commitment to advancing
diversity and what life experiences you have had that will
contribute to our culture of inclusion” (3). Moelis supports ESG within its business practices. From its Corporate Environmental Guidelines: “Moelis & Company is committed to responsible corporate citizenship in our environmental, social and
governance practices. While we believe our direct environmental impact is small, we endeavor to
implement efficiencies and environmental sustainability in our business practices” (4).

Criteria:

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

Risk Level:

Medium

Rationale:

Moelis partners with Out4Undergrads which connects LGBTQ college students with careers in the finance industry (1). Otherwise, the company has not used corporate funds to advance ideological causes, organizations, or policies (2).

Criteria:

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

Risk Level:

N/A

Rationale:

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