AssetMark Releases Second Annual Environmental, Social and Governance (ESG) Report for 2022
02 Mai 2023 - 3:15PM
AssetMark today released its 2022 ESG Report, detailing the firm’s
progress in creating value for key stakeholders through
environmental, social, and governance commitments.
Highlights of the report include:
Enabling advisors to meet the growing demand for
ESG-focused investment strategies:
In 2022, AssetMark launched its Values-Driven Investing Program
to support financial advisors in differentiating and positioning
their practices to serve the fast-growing segment of investors who
seek to align their personal values with their overall financial
goals. In addition to the ESG investment strategies, AssetMark
launched a complementary training program and a robust suite of
resources to support advisors in bringing ESG solutions to their
clients.
“Investors are increasingly focused on using their financial
resources to support their values,” said Natalie Wolfsen, Chief
Executive Officer. “At AssetMark, helping advisors meet evolving
investor preferences is fundamental to our mission of enabling
scalable growth.”
Expanding representation in our workforce:
AssetMark is deeply committed to fostering an enriching,
diverse, and inclusive culture among its nearly 1,000 employees. In
2022, the company made significant investments into its learning
and development program, established a Diversity Council to develop
and implement DEI strategies, and launched an employee learning
library covering relevant topics.
In 2022, 43% of the workforce identified as female, and a third
(33%) were people of color. Of the nearly one-quarter of the
workforce that was promoted last year, 44% were female and 31% were
people of color.
Advancing philanthropy in AssetMark’s
communities:
In 2022, AssetMark donated over $625,000 in support of 175
philanthropic organizations. Additionally, employees spent a
collective 851 hours supporting causes that positively impact the
industry and communities where they live and work. The firm also
launched Future Advisors, a program that connects AssetMark
advisors and high-performing college students with a career
interest in financial planning for mentorship and employment
opportunities.
“We are dedicated to making a difference in the lives of
advisors, their clients, and our shared communities,” said Wolfsen.
“We’ve been honored to serve organizations driving meaningful
change for worthy causes, such as education, health, anti-violence,
and the environment.”
AssetMark’s full 2022 ESG report can be found here.
About AssetMark Financial Holdings, Inc.
AssetMark offers a wealth management platform that powers
independent financial advisors and their clients. Together with our
affiliates Voyant and Adhesion Wealth, we serve advisors of all
models at every stage of their journey with flexible, purpose-built
solutions that champion client engagement and drive efficiency. Our
ecosystem of solutions equips advisors with services and
capabilities that would otherwise require significant investments
of time and money, ultimately enabling them to deliver better
investor outcomes and enhance their productivity, profitability and
client satisfaction.
Founded in 1996 and based in Concord, California, the company
has approximately 1,000 employees. Today, the AssetMark platform
serves 9,200 financial advisors and roughly 243,000 investor
households. As of December 31, 2022, the company had $91.5 billion
in platform assets.
Forward-Looking Statements
This press may contain forward-looking statements that are
subject to the safe harbors created under the Securities Act of
1933, as amended, and the Securities Exchange Act of 1934, as
amended. All statements other than statements of historical facts
included in this press release are forward-looking statements.
These forward-looking statements involve known and unknown risks,
uncertainties, assumptions and other factors that may cause actual
results to differ materially from statements made in this press
release, including our ability to enable advisors to meet the
growing demand for ESG-focused investment strategies and our
ability to continue to expand diverse representation in our
workforce. Readers are cautioned that these forward-looking
statements are only predictions and are subject to risks,
uncertainties, and assumptions that are difficult to predict,
including those identified in our most recent filing with the
Securities and Exchange Commission on Form 10-K. Forward-looking
statements speak only as of the date they are made, and we do not
undertake any obligation to update any forward-looking
statement.
Contacts
Investors:Taylor J. Hamilton, CFAHead of Investor
RelationsInvestorRelations@assetmark.com
Media: Alaina KleinmanHead of PR &
Communicationsalaina.kleinman@assetmark.comSOURCE: AssetMark
Financial Holdings, Inc.
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