44 Whippany RD, MorristownNew Jersey, 07960

Our culture

Our culture is active, investment-oriented and client-centric. It is built on our core values of excellence, passion, integrity and respect – values for which we have held ourselves accountable over many years.

Excellence
Passion
Integrity
Respect

We are committed to delivering excellence for our clients, their advisors, our employees, our parent company and within our industry.

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Our determination to understand our clients and the markets in which we operate has shaped our culture and our values. We seek to inspire both our clients and our colleagues with a passion for what we do.

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We treat clients as our partners and strive to deliver a superior client experience based on principles of integrity, fairness and decency.

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We respect difference and diversity and we reward individual performance as well as teamwork.

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Delivering excellence

We seek to work with our clients over the long term, and their experience of us will be shaped by our culture – which we see as one of our biggest differentiators. We foster a merit-based, values-driven culture by embedding five attributes into the recruitment, goal-setting, appraisal and promotion processes for our employees.

Trust

We behave in an open, transparent and ethical manner, and treat people fairly. We see our clients as long-term investment partners and always put their needs first

Diversity and Inclusion

We build diversity into our workforce, and foster an inclusive culture. A variety of experiences, backgrounds and outlooks bring multiple perspectives on client needs and deliver optimal outcomes.

Collaborative Leadership

We promote active collaboration between colleagues and use technology to enable seamless interaction, helping us serve our clients as effectively as possible.

Entrepreneurship

By embracing agile ways of working and continuous innovation, we demonstrate an open-minded spirit, constantly evolving what we do – and how we do it – in line with changing client needs.

Customer and Market excellence

Investment returns are the most important proof point for client value, but we seek to elevate the overall experience of active asset management with tailored solutions that position our clients for the future.

Creating a better workplace

We foster a working environment where our people, performance and clients matter equally. We take a strong stance regarding inclusion and we care for the health, well-being and safety of our employees.

Health and well-being

The health and well-being of our people directly impacts our business success. According to our recent firm-wide engagement survey, 78% of our employees think our flexible work arrangements meet their needs and 75% of female employees tell us that having a family and pursuing a career are compatible for women at LupaGroup Global Investors.

Collaboration and employee development

Colleagues across the globe have developed new ideas to connect as teams and share information and knowledge. One example is the newly built Opportunity Platform, which functions like a marketplace, connecting skills and built Opportunity projects across the company. The platform allows our employees to share details of a short-term project and invite others with relevant skills to connect and contribute.

Tackling work-related stress

Stress is a major health-related challenge facing today’s workforce, especially for people in service-oriented, desk-based jobs. The LupaGroup Work Well Program systematically addresses the root causes of work-related stress, offering effective solutions and making changes to the work environment that enable employees to realize their full potential.

Encouraging personal development

We want to create an environment that encourages and supports all our employees to develop the skills and knowledge they need to be successful in their current roles and prepare for potential future roles.

Training and development

We operate in a competitive employment market for highly skilled professionals. The skill set that leaders and professionals will need to succeed in the future is changing, and we deploy a wide range of learning and development approaches – including our Global Development Programme – to develop our people.

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Performance and feedback

By setting goals that align with our strategy, values and our employee and client value propositions, we create a firm-wide understanding of performance excellence. We embed high standards through regular feedback, appraisals and structured goal setting.

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Employee engagement

Employee engagement is a top priority. We understand that an engaged workforce performs better, is more committed and accountable, and delivers a strong customer focus.

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Unlocking the
power of diversity

As an active and responsible investor, we believe that building an inclusive organisation will unlock the power of diversity. By embracing difference, we will achieve better performance and greater innovation.

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