Explore the 2019 Corporate Social Responsibility Report

Find details of our progress toward enhancing our diversity, equity and inclusion (DE&I) strategy, reducing our greenhouse gas emissions, and launching ESG tools and investment vehicles.
Sep 29, 2020 2:00 PM ET

September 29, 2020 - Highlights from the 2019 Report:

Core Aspects

  • Reduced carbon emissions by 32.35% since 2015 vs goal of 25% by 2020
  • $160 million spent with minority, women, veteran, LGBTQ+, disabled, and small business enterprises
  • Released first statement on climate change aligned to the Task Force on Climate-Related Financial Disclosures (TCFD)


  • Named to the Gender Equality Index by Bloomberg – 3rd consecutive year
  • Scored 100% on the Disability Equality Index (DEI) by the American Association of People with Disabilities (AAPD) and Disabiity:IN list of Best Places to Work for Disability Inclusion
  • Achieved a level of 35% women at the senior vice president role or above in our U.K. offices as per the U.K. Women in Finance Charter

Shared Value

  • Invested $2.6 billion in community development – affordable housing, education & social services, job creation, and wealth accumulation
  • Maintained “Outstanding” CRA rating – 25th consecutive year
  • Launched “Achieving Greater Together” global volunteer campaign – employees donated over 8,000 hours during the campaign
  • Additionally, employees donated nearly 110,000 volunteer hours of service throughout the year

Sustainable Products and Services

  • Managed over $100 billion in NTAM assets globally that incorporated ESG criteria, including nine new ESG equity funds launched in 2019
  • Offered electronic statements to Wealth Management clients reducing paper and energy waste and achieved $300,000 in cost savings
  • Introduced new Investment Risk & Analytical Service reporting tool that allows clients to monitor impact of ESG factors on their portfolios

Media Relations:
Doug Holt | 312 557 1571 (Americas)

Read the Report