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Stories by Rick Baert, Erin Chan Ding, Suzanne Cosgrove, Palash Ghosh, Bailey McCann, Julie Tatge, Christine Williamson and Trilbe Wynne
Illustration by Chanelle Nibbelink | Design and development by Elizabeth Davis and Patrick Roth

1,000+ Employees

01

Neuberger Berman Group

Headquarters: New York
AUM: $433 billion as of June 30
Employees: 1,602
Years won: 2013-2021
Popular perks: Offers profit-sharing program that does not require employee contributions, with eligibility starting at date of hire and no vesting schedule.
Employees say: “Empowers the individual. Does not create barriers to success. Allows and appreciates creative thought. Strong ethical standards. Great corporate culture. Diversity supported and encouraged."

Employees Say:

Incredible place for collaboration with colleagues, various employee resource groups to build community, excellent benefits, maternity policy/new mother accommodations, fair pay, opportunities for development.

Frequent and authentic communication from senior leadership generally, and especially during the COVID-19 crisis. Genuine interest in listening to and acting on employee feedback. Spirit of continuous improvement.

Empowers the individual. Does not create barriers to success. Allows and appreciates creative thought. Strong ethical standards. Great corporate culture. Diversity supported and encouraged.

3 Cool Things:

01

Offers a dedicated NB Wellness program: free access to Calm app; meditation, MindFresh and yoga classes; Peloton bike room; nutrition counseling as well as mental health resources such as TalkSpace and Sanvello. All employees got a mental health PTO day in 2021.

02

Offers profit-sharing program that does not require employee contributions, with eligibility starting at date of hire and no vesting schedule. Neuberger Berman contributes 15% of eligible earnings up to the regulatory maximum.

03

Recognized employees’ hard work during the pandemic in June with a special, one-time cash bonus equal to 1% of employees’ 2020 total compensation. (Employees who joined the company in 2021 received $1,000, while for senior-level employees, the firm made a donation to the NB Foundation in their name.)

In Their Own Words:

Neuberger Berman faced many unknown challenges during COVID-19. Yet, the firm’s experience and resiliency prepared it to respond effectively and after 18-plus months is positioned well for the road ahead. At the top was a continued drive to serve our clients. With frequent outreach and effective use of technology, we stayed connected and provided critical transparency to calm fears and keep a focus on the long term. The firm brought a similar focus to engaging employees, where regular communications as well as additional resources to meet new demands of working remotely and managing families/personal lives were critical to navigating the environment. As we shift to a flexible work pilot, we feel well-prepared to navigate new challenges.

02

Capital Group

Headquarters: Los Angeles
AUM: $2.6 trillion as of June 30
Employees: 7,080
Years won: 2018-2021
Popular perks: Enhanced employee benefits in response to the COVID-19 crisis by giving team members six additional days of paid time off for life events.
Employees say: “Management provides the right balance of support and latitude to work independently and make decisions. I don't think I can ever leave this company because it's just too good here."

Employees Say:

The fact that a high degree of importance is placed on benefits does not go unnoticed. Even during COVID-19, benefits weren't canceled or cut but in many situations actually improved.

Management provides the right balance of support and latitude to work independently and make decisions. I don't think I can ever leave this company because it's just too good here.

Goals and actions in helping bring greater diversity into the organization through recruitment and education for its associates has been deeply appreciated. I feel valued in an organization that continues to emphasize getting the best of associates' talents through significant development activities, fostering collaboration, and ensuring an ergonomic and safe environment for work.

3 Cool Things:

01

Enhanced employee benefits in response to the COVID-19 crisis by giving team members six additional days of paid time off for life events, such as school closures or illness, and by providing paid time off for employees to get COVID testing and vaccinations; the firm also provides a work-from-home allowance and assists employees and their families through a program that provides subsidized backup child care.

02

Provides the staff with resources, events and a sense of community through more than 40 affinity groups that bring together employees with shared interests; is working to expand employee opportunities through the Mentoring Matters program, which provides training and sessions with internal speakers, as well as ongoing one-on-one meetings with a mentor.

03

Creates a supportive environment by providing managers with an annual "recognition budget" to recognize employee achievements; sponsors the "Capital Kudos" platform, which promotes peer-to-peer recognition through an interactive intranet page; celebrates career milestones with bonuses that include an extra week of vacation, a special celebration, a personalized gift, or a donation to a non-profit of their choice on each of an employee's fifth anniversaries.

In Their Own Words:

At Capital Group, the success of the people who invest with us depends on the people we invest in. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. For over 88 years, Capital Group’s goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire.

03

Principal Global Investors

Headquarters: Des Moines, Iowa
AUM: $576.8 billion as of June 30
Employees: 1,472
Years won: 2012-2021
Popular perks: Maintains a wide range of global ERG (employee resource groups) with active participation at all levels of the organization.
Employees say: “I feel valued; I love that I can run into the CEO in Des Moines and he will say hello."

Employees Say:

The company did a great job navigating (COVID-19) and keeping workers safe. Principal offers great working conditions for their people and nice benefits (gym, day care, on-site food options).

I feel valued; I love that I can run into the CEO in Des Moines and he will say hello. I feel like it’s easy to network and a place that you can advance your career and be with the company for a long time.

There is an emphasis on learning and growing in your career. A constant conversation between employee and leader to discuss if we feel challenged, interests outside of current area, expectations and goals.

3 Cool Things:

01

Offers spot awards — project-based awards for employees who have done exemplary work in addition to their normal responsibilities, from $50 to $4,000. Determined by executive sponsors and project leaders in conjunction with specific employee leaders.

02

Provides variety of resource tools to enhance financial wellness, with on-site financial education seminars and regular webcast training on budgeting, risk management, tax strategies, life insurance, investment education, retirement preparation and estate planning.

03

Maintains a wide range of global ERG (employee resource groups) with active participation at all levels of the organization; celebrates cultural holidays and provides ongoing diversity training via seminars and workshops.

In Their Own Words:

Our employees continue to appreciate the regular, transparent senior leader communication and continued flexibility as we continue to manage the pandemic challenges and opportunities. Our employees have successfully continued the important work of serving customers’ needs. We’ve seen employees stay focused and engaged despite the circumstances.

04

PGIM

Headquarters: Newark, N.J.
AUM: $1.5 trillion as of June 30
Employees: 2,663
Years won: 2020-2021
Popular perks: Creates an inclusive and supportive workplace by sponsoring inclusivity training.
Employees say: “Senior management makes people feel like an important part of the organization and fosters a creative and open environment."

Employees Say:

Senior management makes people feel like an important part of the organization and fosters a creative and open environment. Management also clearly cares about the well-being of its group as well as making everyone feel part of a team.

The access to senior management and the autonomy given to me to make decisions is very refreshing and goes a long way to giving me a sense of pride in what I do and who I work for.

They did a fantastic job putting our health and safety first through COVID and were mindful of the mental health consequences in addition to physical health risks.

3 Cool Things:

01

Welcomes new team members with handwritten notes from senior management and gifts, such as backpacks, tumblers and T-shirts; recognizes service milestones and thanks retiring employees with a letter from the CEO, gifts and a commemorative certificate; and sends holiday "care packages" to the staff.

02

Hosts virtual networking events, including happy hours that feature a mixologist, virtual cooking events and team bike rides in which employees ride their stationary bikes connected to a virtual video group; hosts themed parties, such as an ugly sweater competition during the holidays.

03

Creates an inclusive and supportive workplace by sponsoring inclusivity training; builds engagement through events for Pride Month, Black History Month, International Women's Day, and other heritage celebrations; and sponsors eight employee resource groups led by more than 75 employees who identify as LGBTQ+, Black, Latinx, veterans and women, who also serve as advisers to the firm's CEO and have roles on the executive leadership teams.

In Their Own Words:

At PGIM, we believe that harnessing our differences and creating an equitable and inclusive workplace where all talent thrives is how we can deliver the exceptional outcomes our clients have come to expect. We nurture a ‘low-ego’ culture where all of our employees can bring the best of themselves to work, and our industry-leading benefits and policies are designed to support employees as they embrace personal and family responsibilities. From the moment people join — whether as an intern, an entry-level analyst, through our veteran’s work placement program, or as an experienced hire — we are committed to ensuring all our employees have a fulfilling and purpose-driven career.

05

Schwab Asset Management Solutions

Headquarters: Westlake, Texas
AUM: $3.9 trillion as of June 30
Employees: 1,672
Years won: 2016-2021
Popular perks: Emphasizes work-life balance, encouraging employees to take time off to relax, unplug and reset.
Employees say: “Company values me and my contribution. Supports my time with family."

Employees Say:

Articulates a clear and transparent business strategy that puts clients first. This makes tactical decision-making easy. It also aligns our workforce around a singular goal. The firm also has a very strong culture of cooperation and collegiality.

Company values me and my contribution. Supports my time with family.

Creates a team environment that is supportive. Also makes each decision with clients in mind to best serve them. Outstanding organization inside and out!

3 Cool Things:

01

Adapted its engagement efforts to a virtual environment to preserve its culture, hosting virtual happy hours, cocktail-making classes, wellness challenges, trivia contests and volunteering.

02

Emphasizes work-life balance, encouraging employees to take time off to relax, unplug and reset — from going on vacation, taking a midday break and taking advantage of their monthlong sabbatical. Employees are eligible for the sabbatical after five years of continuous service with the firm.

03

Recognition efforts include the annual corporate recognition program, with prizes ranging from $2,000 to $5,000 depending on the award. An Inclusion Award was introduced in 2021 to recognize champions of diversity and inclusion efforts — the winner can choose a prize of either $1,000 (gross) or one additional vacation day.

In Their Own Words:

SAMS employees are united by a common purpose which is to dramatically enhance the financial lives of clients. This shared purpose, coupled with the belief that the work they do makes a direct and positive impact on clients, motivates SAMS employees to work collaboratively and creatively to solve client needs every day. SAMS fosters a fun, engaging and transparent environment that inspires and empowers its people to succeed as a team while providing solutions to help clients achieve their financial goals. SAMS' values, culture of service and emphasis on employee development make it the best place to work in the industry.

06

T. Rowe Price

Headquarters: Baltimore
AUM: $1.62 trillion as of June 30
Employees: 6,702
Years won: 2015, 2017, 2019-2021
Popular perks: Supports employee efforts toward racial equity through an employee-led advisory committee.
Employees say: “Culture is very important to T. Rowe Price. And that culture is based on collaboration and civility but also intellectual rigor."

Employees Say:

I enjoy working in an environment with people I respect, where I can continue to learn, and where I'm treated fairly. The culture here is collaborative and encouraging.

Culture is very important to T. Rowe Price. And that culture is based on collaboration and civility but also intellectual rigor. People feel valued but also pushed in the right way to do their best.

Senior management avails themselves to all levels of employee down to intern, always willing to share their own story and offer their time toward employee development. As a woman in the industry, I go to work every day knowing that not only will I be heard and respected, but I will be given a high platform to succeed.

3 Cool Things:

01

Provides an array of online employee resources for meditation, stress management, fitness and general wellness, while offering on-site massage therapy, yoga classes, fitness centers, walking trails, basketball courts and subsidized meals.

02

Supports the team's philanthropic interests with a corporate garden in which employees grow and donate about 500 pounds of produce each year to local non-profits; the firm also offers a matching program for the staff's charitable donations and provides time off for employees' volunteer work.

03

Supports employee efforts toward racial equity through an employee-led advisory committee, in which 24 associates with diverse backgrounds advise on the allocation of a $2 million grant established by the firm; promotes inclusion through programs that mentor and encourage diverse candidates from high schools, colleges and graduate schools to pursue careers in asset management; and partners with organizations that support underserved populations in the industry, including women, Black and Latino candidates.

In Their Own Words:

T. Rowe Price has a unique culture. With a focus on collaboration and inclusion, its employees feel appreciated and respected. This was most recently demonstrated by the firm’s handling of the pandemic. In a survey of its workforce in April, 89% of employees were satisfied with the way T. Rowe Price has responded to their needs, and 82% felt that T. Rowe Price is taking a genuine interest in their well-being.

500-999 Employees

01

AQR Capital Management

Headquarters: Greenwich, Conn.
AUM: $137 billion as of June 30
Employees: 503
Years won: 2017-2021
Popular perks: Covers 100% of medical, dental and vision insurance premiums for employees and dependents.
Employees say: “The people here are excellent, and they have strong domain expertise."

Employees Say:

AQR has an incredibly strong culture and consistently strives to provide the best work environment to its employees. Even during this challenging period of COVID, the firm has regularly worked to ensure connectivity, communication and provide support to all employees globally.

The people here are excellent, and they have strong domain expertise. I love the research-oriented culture where people are encouraged to dive deep into domains and share their research with others.

AQR offers best-in-class training and development programs. They offer tons (of) programs every year. They genuinely make you feel like they care about your development and invest in your growth. They also offer so many things for my family — AQR kids camp, AQR Halloween party, amazing employee benefits.

3 Cool Things:

01

AQR has a learning and development institute called Quanta that offers 180 virtual classes on such topics as technical skills, leadership and well-being. During Black History Month, the company hosted Melvin L. Rogers, a professor at Brown University, for a session on W.E.B. Du Bois’s seminal book, “The Souls of Black Folk.”

02

Launched a new, permanent hybrid work model in which staff work two days remotely and three days in the office. It also gave employees an additional 10 personal days in 2021.

03

Covers 100% of medical, dental and vision insurance premiums for employees and dependents. Benefits also include acupuncture, lactation and sleep specialists for new parents, and work-from-home ergonomic furniture.

In Their Own Words:

Over this past year, AQR focused on the personal well-being of its employees, offering a range of unique programs, such as the Science of Resilience, Mindfulness and a series of parenting workshops. Employees came together for Black History and Pride Month book clubs and events, participated in the annual Research Colloquium, shared recipes for the AQR Cookbook, and connected through group Peloton rides and our summer social series. In our return to the office this fall, the firm took a thoughtful approach, implementing a hybrid work model that provides the best of both worlds and combines work-life balance and in-office collaboration.

02

TCW Group

Headquarters: Los Angeles
AUM: $266 billion as of June 30
Employees: 619
Years won: 2014-2021
Popular perks: Offers a personal health advocate service for employees and dependents to assist with health-care plans and claims.
Employees say: “Everyone I have met since I started at TCW (has) been absolutely amazing and welcoming."

Employees Say:

This organization really cares about us and our families. During COVID, they sent us family summer and winter activity packages to share with our families.

Everyone I have met since I started at TCW (has) been absolutely amazing and welcoming. From my manager to the team I work with, everyone has helped me get going and makes going to work fun. I feel like I am valued as an individual and not a cog in the system.

Growth opportunities at the firm are some of the best in the industry. You can move to different departments, and management will help you transition.

3 Cool Things:

01

Financially supports and networks with non-profit organizations that focus on equipping and advancing women and people from various racial and ethnic backgrounds; it also hosts college treks with diverse student groups, engages with historically Black colleges and universities, hosts a summer intern program and is piloting a mentoring program.

02

Hosts companywide packing events and donation drives, offers extra PTO for donating through United Way and provides opportunities to connect, such as smoothie-making classes and virtual yoga.

03

Offers a personal health advocate service for employees and dependents to assist with health-care plans and claims. The company also offers long-term care insurance to employees and their family members, as well as identity theft monitoring and coverage and pet insurance.

In Their Own Words:

TCW shows its team spirit throughout its organization. From a culture that is collaborative, inclusive and supportive, to numerous events for employees, and opportunities for development and growth, the firm is able to deliver its best to clients largely because of the culture it delivers to employees. TCW also has a strong commitment to the community which helps encourage team building through initiatives such as packing backpacks and providing them to children in need. The tone is set from the top that clients are the priority and, because of that, performance is recognized and rewarded. TCW maintains strong retention because of a positive culture and recognition that employees can have a rewarding career with increasing responsibilities at the firm.

03

Ares Management

Headquarters: Los Angeles
AUM: $247.9 billion as of June 30
Employees: 925
Years won: 2021
Popular perks: To promote mental health, Ares provides up to 12 free clinical (virtual therapy and psychiatry) sessions per year through the Ginger app.
Employees say: “I truly feel like I am surrounded by good, smart and hardworking people."

Employees Say:

My colleagues are incredibly collaborative and are focused on working together to get the best possible outcome. I truly feel like I am surrounded by good, smart and hardworking people.

There is a culture of mutual respect, excellence and fun. People are relaxed but still work hard at the same time. It’s a rare balance, but Ares pulls it off beautifully.

The company pays people a fair wage, provides generous benefits, and C-suite executives do appear to be genuinely trying, through several recently established initiatives, to make the company an inclusive and positive place to work.

3 Cool Things:

01

To promote mental health, Ares provides up to 12 free clinical (virtual therapy and psychiatry) sessions per year through the Ginger app. Ares also reduced the insurance co-pay for in-network mental health office visits to $0. Staff members also receive free membership to the Headspace app for mindfulness, meditation and courses on managing stress and anxiety.

02

Launched a pipeline program last year to focus on and target women and students of color during their freshman and sophomore years of college in an effort to increase representation on its staff.

03

Provides up to 10 days of paid backup in-home or in-center child care or adult care each year. A reimbursement of up to $10,000 per year in fertility treatment, up to a lifetime maximum of $20,000.

In Their Own Words:

Our people and our culture are the most critical strategic drivers of our success, and we are guided by our values: collaborative, responsible, entrepreneurial, self-aware, trustworthy. To attract and retain a high-performance team, we seek to foster a welcoming and inclusive work environment with significant opportunities for growth and development. Our culture makes us a preferred place for top talent at all levels, where outstanding people can build a long-term career within this exciting and growing industry.

04

Lord Abbett

Headquarters: Jersey City, N.J.
AUM: $252 billion as of June 30
Employees: 728
Years won: 2020-2021
Popular perks: Emphasis on diversity and inclusion training focuses on such topics as recognizing and dismantling bias in the workplace.
Employees say: “Employees are respected, are given a voice and are heard. Our work is valued. Our firm has purpose. And we have fun."

Employees Say:

They have significantly worked on their diversity and inclusion. They hire great people that believe in teamwork over self-promotion.

As a privately held firm, the partners are able to focus on putting the clients’ interests first. As a principles-based firm, employees have the flexibility to work in a manner that lets them do their best work. In a competitive industry, there is a real sense that we are all working together as a team to reach a common goal.

Employees are respected, are given a voice and are heard. Our work is valued. Our firm has purpose. And we have fun.

3 Cool Things:

01

Emphasis on mental health and well-being during the pandemic included assurances of no layoffs, training for managers to make sure they had support for their teams, a free subscription to the Headspace mindfulness and meditation app, fitness challenges, sessions on resilience and self-care and an expansion of health-care coverage to include acupuncture. Unlimited work time to volunteer and unlimited paid time off.

02

Contributes up to 7.5% of eligible compensation into employees’ 401(k) plans. The company also pays 100% of medical premiums for employees and dependents; staff who enroll in a high-deductible medical plan will receive contributions of $2,000 for individuals or $4,000 for families into a health savings account.

03

Emphasis on diversity and inclusion training focuses on such topics as recognizing and dismantling bias in the workplace. Working to build a pipeline of diverse talent with scholarships and internships and focusing on advancing female leadership.

In Their Own Words:

Lord Abbett’s mission — securing a sustainable future for our clients, our people, and our world — fuels everything we do. We invest on behalf of our clients, providing financial security; we empower our people building meaningful careers and creating an equitable environment for all; and we engage to make a positive impact on our world advancing our local communities, using our voice and driving change. We’re unified by our vision to be the most respected asset manager in the world, energized by our cultural principle to dream big, work hard, have fun! Our shared values of excellence, responsibility, transparency and collaboration guide us, and our people thrive in our principles-led, performance-oriented and purpose-driven culture.

05

MetLife Investment Management

Headquarters: Whippany, N.J.
AUM: $666.7 billion as of June 30
Employees: 706
Years won: 2021
Popular perks: Employee health plan includes vision and prescription drug coverage, with no separate premiums.
Employees say: “The MetLife environment is one in which all employees, no matter what level, are given respect and treated with dignity."

Employees Say:

MetLife is a great place to work in that you feel valued, benefits are good, and the managers care about you and not just your work product. When my mom got sick, my manager covered for me — no questions asked. I can honestly say I will never forget how good the people who worked here were to me during that very difficult time. It really made a world of difference, made me feel more comfortable and in the long run, made me a better, more productive part of the team.

We have had a strong culture that emphasizes collaboration and help among the staff. Rather than an environment where people do whatever it takes to get ahead, it's ingrained that we help one another.

The MetLife environment is one in which all employees, no matter what level, are given respect and treated with dignity. This organization has gone above and beyond to keep us employed and safe, not only during the COVID pandemic, but through winter storms and natural disasters, such as Hurricane Sandy. We've been given the tools we need to allow us to work from home, as well as generous time allowances and understanding with regard to family needs/emergencies.

3 Cool Things:

01

Partners with non-profit organizations serving women, girls and underrepresented minorities to build relationships and pipelines; the company also recruits from historically Black colleges and universities, or HBCUs, and has implemented changes in its hiring process to reduce bias and try to ensure equitable candidate experiences.

02

Employee health plan includes vision and prescription drug coverage, with no separate premiums; providing free lunch through the end of 2021.

03

A global wellness program offers stretch breaks, guided meditation, stress-management tips, nutritional webinars, team step challenges and cooking demos. Free access to eM Life via the eMindful platform also gives employees on-demand practices on focus, creativity, decision-making and mindfulness. A BeWell website also curates resources on mental and emotional well-being (specific to the impacts of COVID-19) for employees.

In Their Own Words:

Drawing on 150+ years of investment expertise, MIM brings to bear a global platform to deliver bespoke strategies and solutions to its institutional clients. MIM’s investment professionals are a clear differentiator. Inspired by the company’s purpose, ‘Always with you. Building a more confident future,’ empowered by a deeply embedded culture of collaboration and a diverse, equitable and inclusive workplace, and energized by a shared commitment to going above and beyond for clients, MIM’s employees prove the company’s mantra: Institutional. But far from typical.

06

Voya Investment Management

Headquarters: New York
AUM: $253 billion as of June 30
Employees: 776
Years won: 2015-2021
Popular perks: Hosts on-site fundraising activities for charities that are chosen by employees.
Employees say: “What I have been able to accomplish and the freedom to make choices in building a business is unique to Voya’s culture."

Employees Say:

I appreciate that Voya allows an opportunity for me to touch many different types of projects and several different teams/areas to truly refine my knowledge in the industry.

What I have been able to accomplish and the freedom to make choices in building a business is unique to Voya’s culture. The Voya Cares (program) is taken very seriously and has opened my eyes to how Voya literally cares about the challenges that employees and clients go through with their families. I feel that I do not have limits to how much I can do.

I’ve been remote for seven-plus years and what Voya does is, even though I’m out in the field every day and by myself, I feel a sense of community because of the relationships I have with my colleagues.

3 Cool Things:

01

Promotes team-building through networking events, such as mini-golf, pingpong competitions and ice cream socials that are hosted by executives at each office location; sponsors employee resource groups that hold events to celebrate cultural events and raise awareness; and sponsors recognition programs that award excellence in an employee’s professional role or community service accomplishments.

02

Supports the staff’s work-life balance by hosting mindfulness training across the firm, offering on-site massages to relieve stress and promote overall well-being, and by providing flexible work schedules and work-from-home opportunities; helps employees find back-up child or elder care; and provides a “navigator” service that helps employees find resources to support children with special needs.

03

Hosts on-site fundraising activities for charities that are chosen by employees; allows each team member to spend up to 40 paid hours doing volunteer work each year; and matches each employee’s philanthropic donations of up to $5,000 per year.

In Their Own Words:

Voya employees recognize and feel they have a unique opportunity to shape the direction and strategy to determine how our company is run. Employees recognize we have a flat management structure that values feedback from employees at all experience levels, and a commitment to community service which includes annually National Day of Service, Employee Giving Campaign and (giving) each employee an additional 40 hours of paid time off to support the charities of their choice.

100-499 Employees

01

Polen Capital Management

Headquarters: Boca Raton, Fla.
AUM: $73 billion as of June 30
Employees: 106
Years won: 2016-2021
Popular perks: Pays 100% of medical, dental and vision insurance premiums for employees and dependents.
Employees say: “I joined Polen Capital within the last year and joined during the pandemic/a virtual work environment — the easiness of joining Polen Capital from the processes to the people made it an amazing experience.”

Employees Say:

One of my personal favorite benefits is that they cater lunch every day. The ROWE culture makes my work feel as if it is on my own terms and makes everything more enjoyable. Another great thing about Polen Capital is that the executive team regularly eats lunch in the cafeteria and interacts with employees at all levels.

I joined Polen Capital within the last year and joined during the pandemic/a virtual work environment — the easiness of joining Polen Capital from the processes to the people made it an amazing experience.

Over the past year, as physical offices were closed due to COVID-19, the organization made sure each employee had the technology and hardware to perform their jobs at home. Also over the past year there were enhancements to benefits, like offering mental health assistance and assistance with child care expenses. Also finally, recently there has been a very strong focus on enhancing diversity and inclusion within the culture of the organization through the hiring of a D&I manager, (and) offering a series of firmwide presentations for Being Black in America; LBGTQ+Allies; Latinx; and Asian.

3 Cool Things:

01

As part of its ROWE philosophy, measures team members by performance, not by the number of hours physically spent in the office. Each employee, every day, chooses when, where and how to work best.

02

Pays 100% of medical, dental and vision insurance premiums for employees and dependents. Funds 100% of each employee’s annual deductible and out-of-pocket maximum via a health savings account.

03

Offers free personal training, yoga, massages and meditation sessions in on-site gym; board games in on-site kitchen/dining area for play at lunchtime; and walking treadmill work desks.

In Their Own Words:

Polen Capital’s sixth-consecutive year ranking in P&I’s Best Places to Work in Money Management is a clear example of the firm’s strong emphasis on culture. Despite rapid growth in both assets and talent, the firm hasn’t changed its purpose to serve its clients, colleagues and community. A big part of Polen’s culture is operating as a ROWE (results only work environment); focusing on results and process instead of face time and hours. To promote a healthy lifestyle, Polen Capital provides its employees with an on-site gym and daily catered healthy snacks, breakfast and lunch.

02

GW&K Investment Management

Headquarters: Boston
AUM: $55.6 billion as of June 30
Employees: 164
Years won: 2021
Popular perks: Offers 100% tuition reimbursement for employees who have worked for the company for one year or more.
Employees say: “Flat organization structure allows for colleagues to collaborate with each other across multiple teams and functions.”

Employees Say:

GW&K cultivates a progressive and honest work environment for all employees. Their transition to working remotely due to COVID-19 was exceptional, by providing employees with top-of-the line equipment and constantly engaging with them on how they were doing during these difficult times.

Flat organization structure allows for colleagues to collaborate with each other across multiple teams and functions.

GW&K has a collegial culture when we have the chance to interact with our colleagues. It also offers competitive compensation, a very fair work-life balance and interesting work. I feel that I can leave my own fingerprints on the company, which is empowering.

3 Cool Things:

01

Offers 100% tuition reimbursement for employees who have worked for the company for one year or more. Separately, offers 100% reimbursement for the CFA program immediately upon hire.

02

New employees are eligible immediately for the company’s 401(k) program. The company matches $1 for $1 on the first 3% invested and 50 cents on the dollar on the next 3%, with 100% vesting from the date of participation.

03

Provides access to an office gym with two Peloton bikes and other equipment. Also offers an annual Bluebikes membership for riding in the metro-Boston area. A Blue Cross Blue Shield fitness reimbursement program provides a rebate on annual health-club membership fees.

In Their Own Words:

We believe that GW&K’s strong customer-centric and entrepreneurial culture is grounded in our heritage. It defines who we are and our investment success. To achieve integrity and the highest performance organizationally, we strive to build long-term, mutually rewarding relationships with our clients, employees, service providers and broader community. We believe that an open and collaborative culture, together with a flat organizational structure, ensures quality engagement by the GW&K team and that clients have access to our best thinking and highest levels of service.

03

ClearBridge Investments

Headquarters: New York
AUM: $198.5 billion as of June 30
Employees: 218
Years won: 2012-2021
Popular perks: Matches 85% of every dollar contributed by employees to their 401(k) up to IRS limit and also offers a separate profit-sharing contribution on an annual basis.
Employees say: “ClearBridge has a unique culture of inclusion and all my colleagues treat each other with care and respect.”

Employees Say:

ClearBridge has a unique culture of inclusion and all my colleagues treat each other with care and respect. The company’s management team has the employees’ core interests in mind and all top managers are very open and accessible.

During COVID, the company was transparent and clearly prioritized the health of its employees during what was a very difficult time. Also in the wake of the George Floyd tragedy, the company hosted a town hall where people spoke openly and frankly about the struggles they face and management was both receptive and active in the conversation in a way that demonstrated how much they care about the people in the firm regardless of gender or ethnicity.

Management invests in its people through educational resources, mentorship and pathways to promotion. It also provides ample resources where necessary. Operates like a small company even though we manage $200 billion in AUM.

3 Cool Things:

01

During the COVID-19 outbreak, offered two $250 stipends for working-from-home expenses such as additional monitors, wireless keyboards, etc. Additional leave plans were available in line with federal and state guidelines. Employee assistance provider LifeWorks developed a COVID-19 toolkit for employees that covered such topics as maintaining mental well-being, caring for others and financial worry.

02

Matches 85% of every dollar contributed by employees to their 401(k) up to IRS limit and also offers a separate profit-sharing contribution on an annual basis.

03

Created a diversity and inclusion council sponsored by the CEO with the goal of incorporating strategies and practices around D&I that will enhance the company’s culture and allow it to attract, promote and retain a diverse workforce.

In Their Own Words:

ClearBridge has a culture that encourages teamwork, inclusion, respect and open communication. This allows everyone to feel they are contributing to the overall goals of the firm. ClearBridge has been recognized by Pensions & Investments as a Best Place to Work in Money Management since the inception of the program. These awards reflect the firm’s spirit of collaboration, work-life balance and ongoing investment and commitment to our clients and employees.

04

OneDigital

Headquarters: Atlanta
AUM: $79 billion as of June 30
Employees: 267
Years won: 2021
Popular perks: Promotes employees’ well-being through meditation seminars, step challenges and team Zoom happy hours.
Employees say: “A flexible work location program, untracked PTO for exempt employees, investment in culture (team building, diversity ... we have a chief people officer!), embracing new ideas, tons of positivity at all levels!”

Employees Say:

A flexible work location program, untracked PTO for exempt employees, investment in culture (team building, diversity ... we have a chief people officer!), embracing new ideas, tons of positivity at all levels!

Even though there are offices scattered through the country, hearing from top management through video emails each week and the virtual summit and town hall meetings, employees get to know those in charge and where the company is heading.

From the first day I walked into the office I was met with people who were excited to be there and excited to work with me. Many finance offices are dry and boring and all have a similar feel. Our office is always moving, pretty loud at times and has people who want to be there.

3 Cool Things:

01

Promotes employees’ well-being through meditation seminars, step challenges and team Zoom happy hours.

02

Established a diversity and inclusion task force/committee. Also audited the use of its brand to ensure greater inclusiveness in job profiles, career sites and social campaigns to embrace underrepresented groups. Formed a regional task force to implement grassroots partnerships with local colleges and non-profit organizations.

03

Established a Financial Elements program that advises employees on how to manage their finances and plan for the future.

In Their Own Words:

We’ve built a culture at OneDigital where skilled and talented individuals can do their best work. That means empowering families to feel financially secure, helping businesses prosper and making a difference in the lives of millions. It also means being part of a team that’s evolving to meet changing needs — from consulting to data science and beyond. Optimistic, driven and purposeful, we are a team of consultants, specialists, advisers, experts, leaders and high achievers who strive to leave our mark and improve the human experience in the workplace.

05

WisdomTree Asset Management

Headquarters: New York
AUM: $73.9 billion as of June 30
Employees: 145
Years won: 2015-2017, 2020-2021
Popular perks: WisdomTree matches 50% of every employee contribution to their 401(k) with no limit.
Employees say: “WT cares for employees’ mental health and wellness.”

Employees Say:

Leadership gives people the runway to own projects and drive innovation. Leadership was also great with going remote and has given employees the freedom to continue to work remotely.

WT cares for employees’ mental health and wellness. Virtual mediation, yoga and exercise classes are offered to everyone. Virtual happy hours and now in person keeps the socialization employees crave. Employee compensation and benefits are generous.

WisdomTree has been really great at communicating with employees throughout COVID. We had the tech set up and ready to go when the stay-at-home order first came out, and they never left employees in the dark. They started doing weekly emails from the CEO and holding monthly town hall meetings, which gives you a sense of accessibility to leadership and heads of other departments.

3 Cool Things:

01

The company offers a sabbatical program in recognition of employees’ 10-year anniversaries. Those who reach the 10-year mark are celebrated at town hall meetings, awarded a plaque from the CEO and are eligible for a two-month paid sabbatical leave.

02

WisdomTree matches 50% of every employee contribution to their 401(k) with no limit. Plan investment options are reviewed annually to make sure the best options are offered.

03

Takes pride in an inclusive workforce that includes all genders, races and ages; eight leaders on the company’s senior management team are minorities. In the past year, it established a diversity, equity and inclusion council made up of 13 individuals from various levels of the organization. The group is assigned to help to advance DEI efforts in collaboration with the company’s Women’s Initiative Network.

In Their Own Words:

We are now a remote-first company, offering our employees the optionality of making their own working arrangements at home or coming into the office as desired. There is a true sense of mission at WisdomTree. We compete successfully against the giants in the asset management industry. With this sense of community and purpose, WisdomTree believes that our employees are our greatest asset; to that avail, we continue to invest in them and their development at every turn. We’ve formalized our efforts in recent years with the introduction of our Women’s Initiative Network and our Diversity, Equity & Inclusion Council.

Adams Street Partners

Headquarters: Chicago
AUM: $49 billion as of June 30
Employees: 186
Years won: 2018-2021
Popular perks: Enhanced employee benefits in response to the COVID-19 crisis by giving team members six additional days of paid time off for life events.
Employees say: “It is a small enough organization that the bureaucracy has not influenced every corner like at larger firms.”

Employees Say:

Adams Street has been very flexible with work locations during the pandemic allowing everyone to work at times/places that work for the individual and not micromanaging people. The level of trust shown in the employees makes me feel valued.

It is a small enough organization that the bureaucracy has not influenced every corner like at larger firms. Their independence and equity ownership allows for a distribution and alignment that is unique to Adams Street.

It promotes a culture of inclusion, respect and support for all members of the firm regardless of title.

3 Cool Things:

01

Organizes volunteer events through its charitable giving committee for company teams, based on the idea that a team that gives together, stays together. The social committee also sponsors activities across teams, including virtual happy hours and baking contests.

02

Closes early on “Summer Fridays” between Memorial Day and Labor Day, when offices close at 3 p.m. Offers flexible schedule.

03

Increased technology resources during the pandemic by rolling out Zoom, Microsoft Teams and other tools that enabled all employees to work remotely.

Aksia

Headquarters: New York
AUA: $270 billion as of June 30
Employees: 151
Years won: 2015-2021
Popular perks: Pays 100% of premiums for medical, dental and vision insurance for employees and dependents.
Employees say: “Aksia has a great leadership team and culture that makes me proud to work here and willing to stay for a long time.”

Employees Say:

Aksia has a great leadership team and culture that makes me proud to work here and willing to stay for a long time. The seniors I work with are clear and direct with feedback and expectations. … I feel trusted as a member of the team, and I am challenged to grow.

Despite tremendous growth in recent years, the firm remains an entrepreneurial work environment that supports employees that have ideas about how to improve the firm. Recent efforts to improve diversity show a commitment by management to use the firm's success in positive ways.

I wholeheartedly value working for an organization that is proactive in its messaging and actions and encourages its employees to bring their true, authentic selves to work.

3 Cool Things:

01

Pays 100% of premiums for medical, dental and vision insurance for employees and dependents.

02

A flat organizational structure gives junior new hires access to, shadowing opportunities with and mentoring from senior partners. Key diversity initiative in 2021 centered on unconscious bias training related to interviewing practices.

03

Aksia contributes $11 to an employee’s 401(k) plan for every $1 the employee contributes during each pay period up to the first 4% of eligible compensation.

Ariel Investments

Headquarters: Chicago
AUM: $16.8 billion as of June 30
Employees: 105
Years won: 2017, 2020-2021
Popular perks: Pays 100% of medical, dental and vision premiums for employees and dependents.
Employees say: “Walks the walk when it comes to diversity goals.”

Employees Say:

Walks the walk when it comes to diversity goals. Open to new ways of working, becoming increasingly data-driven, which is leading to impactful changes on the ground.

Any and everything that is needed for you to do an excellent job for this organization is provided. If it's not they will explore the necessary means to provide it for you. The benefits are excellent. The open door policy is so inviting. The environment is definitely stress-free.

I commend our senior managers on their level of involvement with the staff at all levels. Their dedication and passion for what they do and the success they aspire to for the good of the greater company, communities and minority groups is without a doubt commendable.

3 Cool Things:

01

Pays 100% of medical, dental and vision premiums for employees and dependents. It also funds employees’ deductibles in a health savings account.

02

An enhanced gym reimbursement launched as a result of the pandemic includes wellness-related activity reimbursement, including therapy and meditation apps.

03

Service awards celebrate years of service with the company in five-year increments, beginning with the fifth year of employment.

Baird Asset Management

Headquarters: Milwaukee
AUM: $132 billion as of June 30
Employees: 106
Years won: 2012-2021
Popular perks: Shares operating income with associates in the form of profit-sharing and 401(k) contributions.
Employees say: “Our proof statement regarding culture is our non-existent turnover of staff.”

Employees Say:

Our proof statement regarding culture is our non-existent turnover of staff. I truly believe you will find from others surveyed (that) team members enjoy coming to work.

Had Zoom calls during COVID so teammates could see each other, celebrate various things, and share personal stories. Our team makes people feel special when passing exams, getting engaged, having a baby, retiring, having milestone birthdays, etc.

The firm established a special task force, led by senior executives at the firm, to work on firmwide inclusion and diversity measures of success that will be used to monitor and report on the firm’s progress in this area in the short and long term. There were also advisory and implementation councils created within each business unit to help drive this effort from a grassroots level.

3 Cool Things:

01

Shares operating income with associates in the form of profit-sharing and 401(k) contributions. Over the past five years, associates received an average contribution of 4.07% of their eligible compensation in profit-sharing.

02

Offers flexible work arrangements to associates, including part-time schedules, compressed workweeks or staggered hours.

03

Supports a variety of training programs, including a 12-month WOMEN Unlimited Inc.’s LEAD (leadership, education and development) program intended for high-potential emerging women leaders, and a nine-month African American Leadership Program that uses active learning, coaching and networking to strengthen the leadership growth of African-American professionals.

Beach Point Capital Management

Headquarters: Santa Monica, Calif.
AUM: $16.8 billion as of June 30
Employees: 116
Years won: 2020-2021
Popular perks: Offers health-care plans with no or low deductibles and smaller co-pays than the industry norms.
Employees say: “The organization strikes a nice balance between flexibility and the ability to quickly adapt to changing circumstances with clear communication and direction.”

Employees Say:

Although BPCM (Beach Point Capital Management) has significantly grown in size and employees over the past five years, the firm has a lateral feel that you can freely reach out to all levels of staff.

The organization has created a collegial and supportive environment that fosters cooperation among employees and engenders employee loyalty. The organization also provides a good work-life balance. Finally, the organization has shown throughout the COVID-19 pandemic that it places a priority on the health and safety (of) employees.

The organization strikes a nice balance between flexibility and the ability to quickly adapt to changing circumstances with clear communication and direction. I always feel like my managers and my colleagues have my best interest in mind and want me to succeed.

3 Cool Things:

01

Assisted employees transitioning to a work-from-home environment by providing home office equipment and support. Communicated updates weekly on a firmwide basis during the COVID-19 pandemic.

02

Department events include virtual poker nights and Zoom yoga classes. Holds regular firmwide activities such as speakers facilitating diversity and inclusion discussions, happy hours, annual soccer games for Beach Point employees and clients, and volunteer projects.

03

Offers health-care plans with no or low deductibles and smaller co-pays than the industry norms. Pays 100% of medical premiums for employees.

Brandywine Global Investment Management

Headquarters: Philadelphia
AUM: $65 billion as of June 30
Employees: 215
Years won: 2013, 2016-2021
Popular perks: Offers “Summer Fridays” when employees are encouraged to take the afternoons off, paid, as a thank-you for their hard work year-round.
Employees say: “The executive board cares about each and every employee. I've never seen anything like it.”

Employees Say:

Brandywine Global Investment Management cares about the employees. They cover 100% medical insurance, and higher management slash their bonus to pay the bonuses of employees if the need arises. This happened last year. BGIM has free speech and is inclusive.

The executive board cares about each and every employee. I've never seen anything like it.

The firm has put in a lot of effort during the pandemic to keep people engaged and to take care of them financially and mentally.

3 Cool Things:

01

Leveraged Slack to create several topical channels where employees who share common interests can chat and share information on topics such as wellness, music, cooking and pets. Holds weekly webinars to help bring employees together during COVID-19 with topics such as overcoming burnout, nutrition 101 and mindfulness. Formed a Diversity, Equity and Inclusion Council, which has a recruiting and retention arm that works with the firm’s human resources.

02

Reimburses membership dues for Women in Investing. Sponsors Girls Who Invest, a non-profit that supports college-age women of color in their pursuit of an investment management career.

03

Offers “Summer Fridays” when employees are encouraged to take the afternoons off, paid, as a thank-you for their hard work year-round.

Busey Wealth Management

Headquarters: Urbana, Ill.
AUM: $12.3 billion as of June 30
Employees: 133
Years won: 2018-2021
Popular perks: Holds an annual associates’ meeting, a long-standing company tradition that connects colleagues and recognizes their work.
Employees say: “With a pandemic and various human rights movements the past year, Busey was not only able to weather the storm, but came out of dark times with success.”

Employees Say:

As a new associate, the organization has shown that as long as I work hard and focus, there are unlimited opportunities to grow within. It has been reiterated to me that showing up with a positive attitude will lead to my success in this organization, so I come to work truly motivated.

With a pandemic and various human rights movements the past year, Busey was not only able to weather the storm, but came out of dark times with success. I believe they were able to do this by standing firm on their core values and putting their clients first.

It is a fast-paced working environment with sometimes intense deadlines; however, employees here have the ability to make stressful situations fun. We enjoy working with each other and our clients and that shows through in the work that we provide to Busey clientele.

3 Cool Things:

01

Holds an annual associates’ meeting, a long-standing company tradition that connects colleagues and recognizes their work.

02

Offers its BWell program to boost emotional and financial well-being via weekly and daily online challenges on topics including money and prosperity, planning and saving, reviewing your budget and financing your dreams. For example, money and prosperity focused on financial literacy, wealth accumulation, debt reduction, insurance and estate planning.

03

Sponsors monthly Busey Drives Generosity campaigns. Provides volunteer opportunities for associates throughout the year, from Community Promise Month in April to the corporate campaign for United Way and Pay it Forward Fridays.

California State Teachers' Retirement System

Headquarters: West Sacramento, Calif.
AUM: $308.6 billion as of June 30
Employees: 202
Years won: 2013, 2016-2021
Popular perks: Employee engagement and fun includes a summer Olympics with relay races, balloon tosses, tug of war and a food-eating contest.
Employees say: “My supervisor is awesome, and the work culture here is amazing.”

Employees Say:

This pandemic has been an eye-opener to me. The response of senior management has been thoughtful and fair. They have put employee safety and comfort first. Could not be happier with how they handled everything so far.

My supervisor is awesome, and the work culture here is amazing. Coming from another state agency, I would have never thought I was working for a state agency. The state is known for having a certain stigma, but here at CalSTRS, I've never met such hardworking people. We have a great work-life balance and (are) very family-oriented. Just the culture itself makes CalSTRS a great place to work.

Culture from top to bottom seeks to achieve our mission by empowering a motivated and well-resourced team of high-quality employees. Our hiring and extensive onboarding process leads to a united motivated workforce with a single overall mission.

3 Cool Things:

01

LEED platinum-certified building includes free gym, cafe, rooms for nursing mothers, compost and recycling program, and a bike library for employees to check in and check out bicycles. Committed to achieving a net-zero portfolio by 2050.

02

Provides in-house and off-site training programs, and reimbursement for career-related development and designations. Employee recognition includes regular awards for people demonstrating core values, those who deliver sustained performance and teams achieving high results.

03

Employee engagement and fun includes a summer Olympics with relay races, balloon tosses, tug of war and a food-eating contest; Hawaiian-shirt Fridays in summer and sport-jersey Fridays in winter; spontaneous food-tasting surveys, such as vote for your favorite Oreo.

Cohen & Steers

Headquarters: New York
AUM: $96.2 billion as of June 30
Employees: 310
Years won: 2020-2021
Popular perks: Matches employee 401(k) contributions at 50% up to IRS limit.
Employees say: “Cohen & Steers is constantly innovating which makes it an interesting place to work that is never boring.”

Employees Say:

Cohen & Steers is constantly innovating which makes it an interesting place to work that is never boring.

The organization provides healthy snacks, various culture clubs to attend, addressing the diversity issues, highlighting the promoted employees, allowing employees to purchase company stocks at a discount, 50% employee 401(k) match, etc.

The winning culture is what makes me want to work for CNS. Our investment team is excellent and management strives to equip them with what they need to execute at the highest level possible. Strong performance makes everyone's job easier, especially in a client-facing role.

3 Cool Things:

01

Culture committee builds community through events such as an annual waffle day, summer ice cream social and weekly trivia nights.

02

Launched the Women’s Exchange, a company forum for women to share ideas and experiences, offer support to one another, and encourage personal, career and leadership development; and the Green Team to promote environmental awareness and sponsor initiatives, such as Earth Day.

03

Matches employee 401(k) contributions at 50% up to IRS limit.

Conning

Headquarters: Hartford, Conn.
AUM: $208 billion as of June 30
Employees: 271
Years won: 2020-2021
Popular perks: A Women’s Initiative Network employee group hosts speakers for quarterly lunch and learns for all employees.
Employees say: “This organization does a great job of instilling a culture of inclusion, belonging and purpose in each of the various teams.”

Employees Say:

This organization does a great job of instilling a culture of inclusion, belonging and purpose in each of the various teams. Conning (is) far and away the best company to join for teamwork, support and opportunities for growth.

I have rarely had to choose between work or family. Last year, I had a terminally ill family member, and there were no questions asked when I needed to take time off. I always feel comfortable telling my supervisor that I need a day off or if I need to take care of something in my personal life. Most importantly, Conning is ambitious. I am proud to work for a company that aims high and prepares for the future of the industry.

I feel that Conning trusts their employees to get their job done. I have rarely felt micromanaged and have had free will to be creative when doing my job.

3 Cool Things:

01

Provides an educational reimbursement of 100% for degrees and professional designations, such as a chartered financial analyst. The company also provides $60 per month for bus or train transportation or parking.

02

Employee traditions include a “Reindeer Games” holiday celebration featuring games and trivia, as well as Lunar New Year, dragon boat festival and March Madness celebrations. Office features an indoor basketball hoop in the cafeteria and chair massages, and a global photography contest helps connect employees around the world.

03

A Women’s Initiative Network employee group hosts speakers for quarterly lunch and learns for all employees; sponsored an intern from Girls Who Invest in summer 2021 and also offers an assistance program for new parents.

Hamilton Lane Advisors

Headquarters: Conshohocken, Pa.
AUA: $665 billion as of June 30
AUM: $92 billion as of June 30
Employees: 380
Years won: 2012-2021
Popular perks: Adopted Hamilton Lane All, a strategic plan to embed DE&I into company values, culture and practices.
Employees say: “Benefits package is excellent. Programs to include employees in social goals, health initiatives and enjoyment are provided regularly.”

Employees Say:

After 13 years here, Hamilton Lane continues to offer opportunities to grow, take on new roles and responsibilities, gain new skill sets and exposure. We've never stopped growing and never stopped acknowledging that it's taken all of our collective efforts to get to where we are and where we're headed.

During COVID, HL (Hamilton Lane) did, and continues to, take our safety as a top priority. All of their decisions, from remote work to return to office, have been centered around the safety of the employees and their families. Really made me proud to be a part of this firm.

Benefits package is excellent. Programs to include employees in social goals, health initiatives and enjoyment are provided regularly. Working conditions are excellent and use of technology is always at the forefront.

3 Cool Things:

01

To combat isolation during the pandemic, held virtual coffee connects, social justice chats, cooking clubs and #Pupdates. In the case of the latter, that included sharing the shenanigans of the staff’s pets over Slack.

02

Adopted Hamilton Lane All, a strategic plan to embed DE&I into company values, culture and practices. That includes supporting workforce diversity in recruiting, development and retention practices and building relationships with diverse suppliers owned by minorities, women, veterans and LGBTQ+ businesses.

03

Emphasizes financial wellness through supplemental insurance plans like long-term disability, life insurance and accidental injury. Also offers in-person and online seminars and student loan repayment programs.

Harbert Management

Headquarters: Birmingham, Ala.
AUM: $7.7 billion as of June 30
Employees: 152
Years won: 2019-2021
Popular perks: Participates in the University of North Carolina’s Real Estate Diversity Initiative program to provide mentorship and summer internships to underrepresented groups.
Employees say: “A friendly environment and everyone works together no matter which department you work in.”

Employees Say:

HMC puts employees and their families first, as is reflected in a recent upgrade of the already premium-level employee benefits offered. Maternity leave was expanded to full pay, a two-week paternity leave was instituted and sick time increased. Support and care are given to all team members who take time for family needs.

A friendly environment and everyone works together no matter which department you work in. We all have the same common goal for HMC to be successful. My favorite hobbies are the HERO Program and helping others!! That is HMC's BEST asset.

Great place to work for people that are highly motivated and want to work on the cutting edge of finance and investing. There is not a similar place to work in the state or (the) South for that matter.

3 Cool Things:

01

Participates in the University of North Carolina’s Real Estate Diversity Initiative program to provide mentorship and summer internships to underrepresented groups.

02

Values giving back, providing grants from an employee-run, HERO Foundation, which provides direct financial assistance to help people who have been affected by natural disasters, medical conditions or temporary financial hardships. Other charitable projects include participation in Meals on Wheels deliveries, and toy, food and backpack drives for local charities.

03

Addressing the post-COVID-19 return to the office, the firm changed the dress code to casual to make the transition easier. Teams were given the opportunity to regroup with off-site lunches and team-building activities.

Heitman

Headquarters: Chicago
AUM: $46 billion as of June 30
Employees: 278
Years won: 2013, 2021
Popular perks: The company offers a 1:1 match on employees’ charitable donations up to $500 per year.
Employees say: “Flexible work environment allows for positive life-work balance.”

Employees Say:

Flexible work environment allows for positive life-work balance. Also, there is a sense of unity and teamwork in working toward our common goals.

Heitman cares about their employees. It has been particularly clear during the past 18 months with their handling of COVID. We seamlessly moved to 100% remote last March and they have been thoughtful in their approach to returning to the office. During the height of the pandemic, we were given recharge days and complimentary dinner with our families, recognizing how challenging the times were.

There is a visible focus on employee inclusion, satisfaction and productivity through the diversity programs, the physical office, free food and beverages, social activities, recharge days, and other accommodations made to help all employees.

3 Cool Things:

01

Launched “Recharge Days” in 2020 and 2021, providing employees additional paid days off to decompress and focus on their well-being. The most recent recharge day was held on June 18 in recognition of Juneteenth.

02

Provides 100% paid parental leave, summer Fridays, generous PTO and holiday schedules, and the ability to carry over unused PTO to the following calendar year. New benefits this year include pet insurance and a student loan program.

03

The company offers a 1:1 match on employees’ charitable donations up to $500 per year. In 2020, increased its match to 3:1 for charities working on global relief efforts related to COVID-19 and those focused on social inequity.

Income Research & Management

Headquarters: Boston
AUM: Not available
Employees: 185
Years won: 2016-2021
Popular perks: Began a partnership in 2020 with Ellavate Solutions, which provides educational workshops and focus groups conversations around diversity, equity and inclusion.
Employees say: “I feel that from the top-down, IR&M colleagues strive to foster a sense of community and form personal relationships with their colleagues.”

Employees Say:

I feel that from the top-down, IR&M colleagues strive to foster a sense of community and form personal relationships with their colleagues. I genuinely like my colleagues and I enjoy spending time with them. Despite being remote, we have found ways to get together safely — be it virtual happy hours/coffees, companywide virtual events, or outdoor lunches/dinners.

During the last year, the firm has done an outstanding job of keeping the lines of communication open regarding COVID/back to work, general firm outlook/news/projects, and DEI goals. The firm has also realized the importance of flexible schedules and has shown that they will work to ensure that the employees continue to feel this new-found sense of work-life balance.

The management committee has done a good job in creating a hybrid work environment and a safe physical work space when employees are in the office. The bonuses given out at year-end are also more generous than what I've received in the past from other employers.

3 Cool Things:

01

Offers a 15% profit-sharing contribution (3% safe-harbor contribution and a 12% discretionary contribution to all eligible employees’ 401(k) accounts), independent of employee contributions.

02

Offers paid family leave for the birth or adoption of a child, or for critical family needs. The time varies, but generally is eight weeks fully paid new-parent leave and six weeks fully paid caregiver leave. Mothers can return to work at a reduced schedule — a 32-hour workweek for 12 weeks — to ease transition back to the office.

03

Began a partnership in 2020 with Ellavate Solutions, which provides educational workshops and focus groups conversations around diversity, equity and inclusion.

Intercontinental Real Estate

Headquarters: Boston
AUM: $11.9 billion as of June 30
Employees: 109
Years won: 2016-2021
Popular perks: Implemented summer hours, alternating half days and full days off on Fridays.
Employees say: “We (are) run like a family business; even though we have seen tremendous growth in the last few years, the roots remain in the family.”

Employees Say:

Intercontinental provides a supportive and motivating environment for its employees. Supervisors' doors are always open for any questions employees might have. Recently, Intercontinental developed an ESG (environmental, social and corporate governance) and Diversity Committee.

The in-house benefits such as pay, sick leave, health care, retirement, etc., are outstanding compared to other companies. The personal benefits such as our annual holiday parties/summer outings, Christmas gifts, holiday bonuses and summer hours make it that much better.

We (are) run like a family business; even though we have seen tremendous growth in the last few years, the roots remain in the family.

3 Cool Things:

01

Implemented summer hours, alternating half days and full days off on Fridays. Casual dress on Fridays.

02

Promotes a healthy work-life balance with an on-site company gym, and offers complimentary wellness and athletic-training classes.

03

To promote fun and relieve stress, offers outings and retreats, including annual Red Sox game. A Virtual Social Committee plans and hosts virtual events for employees and their families.

LaSalle Investment Management

Headquarters: Chicago
AUM: $73 billion as of June 30
Employees: 314
Years won: 2013, 2016-2021
Popular perks: Created LaSalle’s “Culture of Care,” a wellness and diversity program that included a new website focused on health and wellness, sustainability and diversity, equity and inclusion.
Employees say: “They are good at identifying problems and intervening early to make change.”

Employees Say:

Great diversity (gender and race) among the employees. Continually looking to adopt new technologies that will make employees more productive and efficient.

The organization provides access to leaders and clearly communicates goals and business strategy so I can feel like I am contributing to a mission, even when I worked remotely.

They are good at identifying problems and intervening early to make change. Most recently, we have undergone a change in leadership, and the communication and transparency into the priorities of the firm have dramatically increased, making everyone feel ‘in the know’ and an important part of the organization.

3 Cool Things:

01

Launched the LaSalle Real Estate Scholarship for Black and Latinx minorities to further educational opportunities and provide real estate exposure to students who otherwise may not have considered real estate as a career. The scholarship spans multiple colleges and universities; recipients receive $10,000 per year toward their tuition.

02

In response to the pandemic, instituted flexible working arrangements for employees to work remotely or with flexible hours. Also implemented a new "summer hours" policy, allowing employees to log off at noon every Friday between Memorial Day and Labor Day. Previously, summer hours were every other Friday, beginning at 3 p.m.

03

Created LaSalle’s “Culture of Care,” a wellness and diversity program that included a new website focused on health and wellness, sustainability and diversity, equity and inclusion. One early program was the LaSalle Steps Challenge, an exercise-based competition that kept more than 100 participating employees connected and moving.

Legal & General Investment Management America

Headquarters: Chicago
AUM: $256.6 billion as of June 30
Employees: 241
Years won: 2018-2021
Popular perks: Offers a student loan pay-down program to eligible full-time employees, contributing $100 per month up to a lifetime maximum of $5,000.
Employees say: “The organization's focus on diversity and inclusion make this a place where no one should fear sharing their thoughts and opinions and where everyone's individual talents are highlighted and effectively allocated.”

Employees Say:

Dress for your day (which allows for a flexible dress code) is a big perk in my book. I am also incredibly thankful for the student loan pay-down program. I am happy with my insurance offerings and time off benefits.

The organization's focus on diversity and inclusion make this a place where no one should fear sharing their thoughts and opinions and where everyone's individual talents are highlighted and effectively allocated.

I've found that this organization is really good at not putting teams/roles into silos, so the work stays stimulating and is really led by the employee's interest.

3 Cool Things:

01

To strengthen culture, offers resources and opportunities through its Culture Working Group and several subgroups, including the Women’s Collective; the People group, which increases peer engagement by hosting, for example, an annual golf outing; the Community group, which fosters engagement with Chicago-area organizations; and the Mosaic group, for diverse employees or those who have interest in furthering diversity initiatives.

02

Provides tuition assistance for eligible employees, reimbursing up to $10,000 per year; professional certification assistance of up to $2,500 per year; and a wellness reimbursement of up to $500 annually.

03

Offers a student loan pay-down program to eligible full-time employees, contributing $100 per month up to a lifetime maximum of $5,000.

The Mather Group

Headquarters: Chicago
AUM: $6.7 billion as of June 30
Employees: 111
Years won: 2021
Popular perks: Provides a defined career path and equity reward program. New employees are provided a career path document that outlines development programs.
Employees say: “TMG does a tremendous job of structuring teams, resources, goals, etc., so that we are all focusing on doing the best job we can for clients.”

Employees Say:

It's a young, fun organization that respects the values of the youth. We have a very different perspective on financial planning and are growing rapidly. I look forward to coming into the office day in and day out.

They offer great PTO and are very understanding when personal matters come up that conflict with work. Management sets up happy hours and golf gatherings for the team to bond and take a break from work. From senior management down to the newest associates, our firm exhibits what it means to be a fiduciary.

TMG does a tremendous job of structuring teams, resources, goals, etc., so that we are all focusing on doing the best job we can for clients. They make it easy to want to work hard by offering competitive compensation and always listen when you ask for additional resources. I have never been with a company that does such a great job of aligning incentives, resources and goals.

3 Cool Things:

01

Hosts virtual happy hour once a month featuring a fun topic for discussion and the opportunity to get to know other employees across the firm.

02

Offers a flexible work schedule. Every employee is empowered to choose whether they would like to work from home or from the office part of the week. (Employees are currently required to be in the office three days per week, with the option to work from home two days per week.)

03

Provides a defined career path and equity reward program. New employees are provided a career path document that outlines development programs. Guidelines describe compensation for years of service including titles, salary and bonus ranges, and equity reward programs.

Mesirow Financial

Headquarters: Chicago
AUM: $47.2 billion as of June 30
Employees: 283
Years won: 2013, 2015, 2020-2021
Popular perks: Spurred by an awareness of the growing burden of student debt, Mesirow offers eligible full-time employees $100, $125 or $150 (according to the number of years of service) per month toward repayment of their student loans.
Employees say: “The organization allows flexibility and encourages a diversified environment with people from all skill levels and backgrounds.”

Employees Say:

Mesirow is great at communicating (especially during a global pandemic) and they're great at checking in with and recognizing employees. HR checked in with me periodically after I started to see how things were going. I just received a small token for my one-year anniversary with the organization. While it's not the gift that matters, Mesirow recognized that it’s my one-year with the company and that (was) appreciated.

The organization allows flexibility and encourages a diversified environment with people from all skill levels and backgrounds.

It's been a challenging year for leadership and individuals, and I feel tremendous gratitude and respect for how the firm kept us all connected, and everyone's part in that, including the great people with whom I work directly.

3 Cool Things:

01

Spurred by an awareness of the growing burden of student debt, Mesirow offers eligible full-time employees $100, $125 or $150 (according to the number of years of service) per month toward repayment of their student loans.

02

The company’s Heart of Mesirow Fund provides financial assistance to employees experiencing hardship, funded by both employee and employer contributions. The fund is available to all employees as a non-repayable grant in times of hardship.

03

Offers summer hours, allowing employees to leave early on Friday afternoons. Extended the program to offer early departure every Friday and provided paid lunches in December.

NISA Investment Advisors

Headquarters: St. Louis
AUM: Approximately $480 billion as of June 30
Employees: 338
Years won: 2019, 2021
Popular perks: Provides a buddy program for new hires that assigns them a colleague who can ease their transition into the company.
Employees say: “NISA goes above and beyond to make employees happy, considering both short-term and long-term needs and desires of employees.”

Employees Say:

NISA goes above and beyond to make employees happy, considering both short-term and long-term needs and desires of employees. From educational assistance to free food to regular company events to actively equipping employees with the tools (to) climb within the company, NISA seems to do everything they can to keep employees happy and enable them to find success in their careers.

Training is a huge focus, and there is encouragement to continue learning and growing. They want to invest in employees to promote long-term employment.

Although (the company offers) excellent benefits that I deeply appreciate, they are not what keep me at NISA. I stay because I trust upper management, we are small enough that my work makes a difference, I feel appreciated by those above me, the work is challenging and I'm fairly compensated for what I do.

3 Cool Things:

01

Provides a buddy program for new hires that assigns them a colleague who can ease their transition into the company. Also offers a mentoring program that pairs members of the senior team with intermediate-level employees.

02

Offers employees educational assistance for academic degrees. Supports employees pursuing the CFA and other certifications by providing program assistance or full reimbursement. Other perks include 100% paid medical insurance premiums for employees and a free, full-service cafeteria and fitness center as well as free parking.

03

Sponsors the CoderGirl program of LaunchCode, a non-profit that offers free tech education and job placement opportunities. It also pursues mentoring collaborations with local high schools to educate young women.

PanAgora Asset Management

Headquarters: Boston
AUM: Not available
Employees: 127
Years won: 2018-2021
Popular perks: Launched a Women In Network group that provides a community for women within the firm.
Employees say: “Promotes a true family environment where you feel like you are part of something bigger.”

Employees Say:

The company transitioned very well into working remotely during the pandemic and continues to give employees flexibility to work from home.

Promotes a true family environment where you feel like you are part of something bigger. I just lost my father and the organization responded very kindly and thoughtfully to my loss.

Meritocracy is at work at PanAgora. It is very clear that you do good work and you get rewarded by achieving a higher level of seniority and (a) direct result of compensation.

3 Cool Things:

01

Launched a Women In Network group that provides a community for women within the firm. The group hosts an annual celebration for International Women’s Day to acknowledge the social, economic, cultural and political achievements of women.

02

Offers unlimited vacation days, snacks and drinks; encourages fitness and wellness programs to promote overall morale.

03

For fun, PanAgora provides virtual programs to employees including Kahoot! Wednesday where employees challenge each other to biweekly trivia.

PCCP

Headquarters: Los Angeles
AUM: $13.9 billion as of June 30
Employees: 125
Years won: 2021
Popular perks:Offers a financial wellness program called WellCents that enables employees to evaluate their financial status and savings, and plan and prepare to be financially well in the future.
Employees say: “The leaders care and are accessible. Even though the employee count has grown significantly, it still feels like ‘family.’”

Employees Say:

Firm's ownership genuinely cares about the well-being of the firm's employees. Maintains a pleasant work environment and hires co-workers who are enjoyable to work with. Frequent communications regarding the state of the company, competitive compensation, and sufficient support in terms of staffing and technology to enjoy good work-life balance.

The leaders care and are accessible. Even though the employee count has grown significantly, it still feels like ‘family.’ The culture is strong. Great place to learn and grow.

The organization has grown tremendously in the last year, which is unique during the global pandemic. The upper-level management has clearly made it their priority to spend time emphasizing the values and mission of the culture to the new hires, making us feel seen and important in the work we are doing each day.

3 Cool Things:

01

Medical insurance plans include fitness reimbursement, health-incentive program (participants complete health screenings and visits to receive money back), weight-loss program, acupuncture and chiropractic coverage, and infertility coverage. The company also pays 100% of employee medical and dental premiums.

02

Participates in the Urban Land Institute’s Women's Leadership Initiative, providing its executives as speakers and participating in networking opportunities for female college students that could lead to a PCCP internship. Partners with SEO Career, a program that helps Black, Latino and Native American college students secure paid internships.

03

Offers a financial wellness program called WellCents that enables employees to evaluate their financial status and savings, and plan and prepare to be financially well in the future.

PineBridge Investments

Headquarters: New York
AUM: $141.4 billion as of June 30
Employees: 261
Years won: 2020-2021
Popular perks: Based on employee feedback, PineBridge plans to implement a hybrid work arrangement that will give employees increased flexibility.
Employees say: “The firm focuses on making positive changes in the industry but also in general, with ESG implementation and charitable giving.”

Employees Say:

I think management at PineBridge does a great job at promoting an open culture, where colleagues at every level should be eager to speak up and offer their views, whether positive or negative.

PineBridge also does a great job of introducing new initiatives to keep employees engaged. For instance, the culture committee hosts quarterly Wine Downs, monthly Coffee Chats and other events where I’m able to develop a more personal relationship with my colleagues.

The firm focuses on making positive changes in the industry but also in general, with ESG implementation and charitable giving. The firm has been very flexible when it comes to remote work, which has been great.

3 Cool Things:

01

To help relieve stress during the COVID-19 pandemic, PineBridge offered virtual yoga, Pilates and meditation courses led by expert instructors. Employees were able to access the one-hour classes over Zoom.

02

Hosts educational and diversity-focused webinars and fireside chats for employees. For example, CEO Gregory Ehret recently spoke with civil rights activist and historian Mary Frances Berry about the importance of Juneteenth.

03

Based on employee feedback, PineBridge plans to implement a hybrid work arrangement that will give employees increased flexibility. (As of early November the company had not set a firm date for official reopening, but when it does, it will adopt the hybrid model.)

Pzena Investment Management

Headquarters: New York
AUM: $53.1 billion as of June 30
Employees: 119
Years won: 2021
Popular perks: Over the last year, the company sent each employee a gift and a notecard personally signed by the CEO to express appreciation.
Employees say: “All team members, not just supervisors and managers, make the effort to make sure you know what's going on with all areas of work.”

Employees Say:

Having Pizza Thursdays/Fridays and inviting the entire company to the daily research review are great, but I think the handling of COVID (especially when there was so much uncertainty in 1Q20 & 2Q20) truly made the company stand out. Uplifting and reassuring all-hands meetings were, again, very thoughtful and created a sense of stability when everything else felt so unstable.

In the last year they have gone to great lengths to personally ensure the health, safety and well-being of the team, and to express their appreciation for each.

All team members, not just supervisors and managers, make the effort to make sure you know what's going on with all areas of work. They want you to feel comfortable asking questions and understand the work that you're doing instead of just simply completing the work.

3 Cool Things:

01

Holds annual Pzena Challenge, a company tradition. Employees gather for a surprise competitive event planned by the company’s team-building committee. The competition is followed by prizes and dinner.

02

Over the last year, the company sent each employee a gift and a notecard personally signed by the CEO to express appreciation. During work from home, added reimbursement for home office items and sent additional monitors to employees so they could continue to work using two monitors for their comfort and productivity.

03

Offers on-site flu shots annually and sends a wellness email daily that features a different theme for each day (Mindful Monday, Wellness Wednesday, etc.). Hosts team-building activities, contests and events to promote well-being and collaboration, including a Cycle for Survival team challenge.

Resolute Investment Managers

Headquarters: Irving, Texas
AUM: $179.6 billion as of June 30
Employees: 119
Years won: 2019-2021
Popular perks: Annual events scheduled to return in 2022 include a family-centered outing to a Texas Rangers baseball game, holiday event and quarterly off-site meetings for sales training.
Employees say: “It’s the most supportive company I’ve ever worked for. Literally everyone cares (about) and supports each other.”

Employees Say:

Great culture that leads to a long-term career path for employees as evidenced by many tenured employees with 20-plus years of employment. Leadership that is transparent, open and honest.

In my experience, I’ve come to know that culture starts at the top of the organization. The level of professionalism, collegiality and ethics demonstrated by the leaders of this company make it the best place I’ve worked over several decades. You cannot find a finer group of people to work with.

It’s the most supportive company I’ve ever worked for. Literally everyone cares (about) and supports each other. They want to see you do well. (It’s) not a competitive environment at all, but everyone has a success-oriented mindset.

3 Cool Things:

01

Held weekly town hall meetings with speakers during the first three months of working from home during the pandemic and twice a month afterward. Regular town halls have continued so the company can receive consistent employee feedback.

02

Annual events scheduled to return in 2022 include a family-centered outing to a Texas Rangers baseball game, holiday event and quarterly off-site meetings for sales training.

03

Provided a stipend for home office equipment, allowed rollover of up to 40 hours of unused vacation and has had no salary reduction for any employees during the pandemic.

Schroder Investment Management North America

Headquarters: New York
AUM: $967.5 billion as of June 30
Employees: 317
Years won: 2018-2021
Popular perks: Hosts 13 active employee resource groups (ERGs) that cover varying cultural, ethnic and religious backgrounds.
Employees say: “As a woman in finance, I like that I see senior women across the organization. That tells me a lot about the organization's values and that it walks the walk and doesn’t just talk the talk.”

Employees Say:

As a woman in finance, I like that I see senior women across the organization. That tells me a lot about the organization's values and that it walks the walk and doesn’t just talk the talk. That is really important to me as a more senior woman.

The CEO's pronouncement of ‘no 2020 layoffs’ in the very early days of COVID — before we even knew what we were dealing with — was highly impressive. I'm not sure if all employees (particularly those on the lower end) grasp the magnanimity of that policy. I found it extraordinary.

We have a fantastic leadership team in London that thinks about the whole employee. We have a wonderful culture, a flex policy and great benefits. There is a strong focus on advancing our younger people and it is more than just talk. Recently, the firm rolled out a coaching program for employees, which has been very popular.

3 Cool Things:

01

Has a “Global Flexible Working Charter,” which means there are no company-fixed days to be present in an office. Instead, it is up to the employee and their manager to agree what works best for the employee, their team and the firm’s clients.

02

Recognizes employees in a variety of ways, including its Employee (Super) Hero Award, given for going above and beyond the call of duty in terms of the organization's values of integrity, passion, innovation, excellence and teamwork. The winner receives a vacation day and a charitable donation of £500 ($670) to the organization of their choice.

03

Hosts 13 active employee resource groups (ERGs) that cover varying cultural, ethnic and religious backgrounds. The groups provide a safe and welcoming space for employees to come together for open dialogue, celebrations and to share ideas.

Segall Bryant & Hamill

Headquarters: Chicago
AUM: $25 billion as of June 30
Employees: 120
Years won: 2021
Popular perks: Hosts college career days at local colleges to foster relationships with diverse candidates.
Employees say: “SBH makes (it) a point to encourage employees to volunteer: food kitchens, weekly reading programs, and giving supplies to charities that can distribute them to people in need.”

Employees Say:

SBH makes (it) a point to encourage employees to volunteer: food kitchens, weekly reading programs, and giving supplies to charities that can distribute them to people in need.

Everyone in the firm is invited to serve on the diversity and inclusion committee. This committee hosts open, firmwide discussions on topics such as racial and social injustice. These sessions have led to my personal growth on a variety of factors affecting our society. I’m proud of SBH for leading us through these sometimes difficult conversations.

We also have a good internship/education program, to offer opportunities for students to grow and gain experience, but also for established employees to train and mentor.

3 Cool Things:

01

Adjusted programs in light of the pandemic, for example hosting a virtual holiday party that included a video featuring employees’ musical skills and other talents. Added a wellness program after transportation benefit was paused.

02

Recognizes employees through thank-you cards and emails. Celebrates birthdays and anniversaries, and recognizes professional qualification accomplishments through companywide emails and LinkedIn posts.

03

Hosts college career days at local colleges to foster relationships with diverse candidates, allowing them to learn more about careers in finance and providing networking opportunities to students who may not otherwise have access.

SLC Management

Headquarters: Wellesley Hills, Mass.
AUM: $262 billion as of June 30
Employees: 198
Years won: 2020-2021
Popular perks: In 2021, began participating in a leadership development program for Black employees — McKinsey & Co.’s Black Leadership Academy.
Employees say: “This is a firm that truly lives by its valued behaviors and has gone to great lengths to put an important emphasis on both its employees and our clients during the pandemic.”

Employees Say:

It is a complicated organization, being a global organization (regulatory, tax and accounting are complicated), but that is more than made up for by the quality of people here.

This is a firm that truly lives by its valued behaviors and has gone to great lengths to put an important emphasis on both its employees and our clients during the pandemic.

I have been with the company for decades and in that time I have had more than 20 positions and not one day has been the same. The firm has allowed me to gain skills and then employ those skills while building new ones.

3 Cool Things:

01

In 2021, began participating in a leadership development program for Black employees — McKinsey & Co.’s Black Leadership Academy. Early- to mid-career leaders take part in a six-month program delivered through immersive digital courses, individual and group projects, and a capstone event.

02

Offers an employee stock purchase plan that provides employees with the opportunity to buy shares of Sun Life stock at a 10% discount on an after-tax payroll deduction basis. Provides retirement planning tools, as well as a platform and mobile app operated by Virgin Pulse, which offers financial support tools.

03

Provides flexibility in how employees manage their time. For example, the company introduced meeting-free and half-day Fridays to reduce Zoom fatigue and prioritize work-life balance. To support working parents, it partnered with the Boston Children’s Museum to offer U.S. employees the opportunity to enroll their children at no cost in virtual summer camps.

William Blair Investment Management

Headquarters: Chicago
AUM: $74.1 billion as of June 30
Employees: 318
Years won: 2012, 2013, 2015-2021
Popular perks: Provides employees with the same advisory services offered to external wealth management clients, but at a discounted fee.
Employees say: “Every level of the management that I have experienced so far in my 11 months here makes you feel valued as not only a team member but as an individual as well.”

Employees Say:

Every level of the management that I have experienced so far in my 11 months here makes you feel valued as not only a team member but as an individual as well. The overall morale and culture of the people who work here is very positive and encouraging.

Blair does fun desk drops (or home/email drops during COVID) like backpacks, cookies/candy, gift cards and other ways to celebrate successes and milestones.

Impact on the community and non-profit organizations during the pandemic was very touching and made me proud to work at William Blair. We were all treated like adults with great care for our safety and families’ well-being. The stipend for office supplies/equipment at the beginning of the pandemic was very thoughtful.

3 Cool Things:

01

Emphasizes giving back, through on- and off-site volunteer opportunities, contributes $11,500 per year in matching gifts (with a 3:1 match for charities that promote inclusion, racial equality and social justice), and paid time off to volunteer. In 2020, William Blair and its foundation supported more than 900 charitable organizations. The firm, its foundation and its employees donated $6.6 million in 2020.

02

Provides employees with the same advisory services offered to external wealth management clients, but at a discounted fee. Offers one-to-one sessions with the company’s retirement plan administrator.

03

In response to the pandemic, amplified benefits programs: eliminated insurance deductibles for testing and treatment of COVID-19, offers telehealth and provides enhanced cell phone stipends and one-time equipment stipends for home offices.

50-99 Employees

01

Vulcan Value Partners

Headquarters: Birmingham, Ala.
AUM: $20 billion as of June 30
Employees: 60
Years won: 2017-2021
Popular perks: Fully paid maternity leave, paternity leave, adoption assistance and infertility financial assistance.
Employees say: “The organization lives its core values. The No. 1 core value is ‘serve others before self.’”

Employees Say:

Everyone at this organization is family — not like every other job I have been at, where they say they are family but forget the word ‘dysfunctional.’ I legitimately love the people I work with and feel loved by them. I am confident that if I had a work or personal issue and asked anyone for help, they would do whatever in their power to provide that assistance. I would also do the same for them.

My supervisor always asks at the end of a meeting, ‘What can I do for you?’ He truly cares about my well-being and my growth within the company. He gives me the support I need to do my job well. It makes me want to walk on fire for him and the company!

The organization lives its core values. The No. 1 core value is ‘serve others before self.’ That value alone makes Vulcan Value Partners a great place to work. From the CEO on down, everyone serves the rest of the team!

3 Cool Things:

01

Vulcan offers $5,000 for professional development of an employee’s choosing and an unlimited budget for role-specific training. The company also pays for a spouse to accompany an employee on one business trip per year.

02

Because of the pandemic, Vulcan waived the 12-month waiting period for its family medical leave policy. Now, any full-time employee who must be away from work due to a serious health condition or to care for an immediate family member is eligible for up to 20 weeks of fully paid leave. Its $100 monthly fitness reimbursement policy now also includes online workouts and home gym equipment, and child-care reimbursement now also includes in-home sitters and virtual child-care services.

03

Fully paid maternity leave, paternity leave, adoption assistance and infertility financial assistance.

In Their Own Words:

Vulcan Value Partners is an investment manager based in Birmingham, Ala. Vulcan’s culture is grounded in its core values: serve others before self; perform with discipline; seek excellence; find success; remain focused; never compromise integrity; and walk the talk. Vulcan believes people are important and invests in the whole employee. Employees are given opportunities to learn and develop and are expected to grow as leaders and teammates. Vulcan’s mission, philosophy, investment strategies and culture have been designed to create an exceptional organization.

02

Strategic Retirement Partners

Headquarters: Shorewood, Ill.
AUA: $15.8 billion as of June 30
Employees: 89
Years won: 2019-2021
Popular perks: Contribute $500 per year for an employee and $1,000 per year for employees with dependents toward a health savings account.
Employees say: “This organization listens to all employees’ ideas regardless of where they are in the organization's hierarchy.”

Employees Say:

This organization listens to all employees’ ideas regardless of where they are in the organization's hierarchy. All opinions are worth being heard and it makes everyone feel valued.

The whole organization and people are authentic, straightforward and honest. This is a unique and refreshingly better culture than any other employer I have worked for (about six others). Leadership encourages the best effort and ideas from everyone, regardless of their position and tenure.

SRP fosters a sense of community. I look forward to seeing my co-workers after a weekend away.

3 Cool Things:

01

Contribute $500 per year for an employee and $1,000 per year for employees with dependents toward a health savings account. The company also matches up to 6% of employee contributions to their 401(k) plan.

02

Outlets for fun include a spirit week with various themes and dress-up contests, virtual happy hours and online classes, which recently included one with a mixologist.

03

Internal advisory groups allow for open communication and feedback; supports employees who want to work from home by offering operational and IT support.

In Their Own Words:

Work-life balance is the theme at Strategic Retirement Partners where 70% of the team works from home in a cloud-based environment. SRP’s talent and culture-centric philosophy toward human capital is their ‘secret sauce’ in attracting and retaining top-tier advisers. Advisers benefit from a suite of services including operational support, relationship management, innovative IT solutions, marketing and investment research.

03

Modera Wealth Management

Headquarters: Westwood, N.J.
AUM: $5.7 billion as of June 30
Employees: 79
Years won: 2012, 2016-2021
Popular perks: Pays 100% of employee medical premium, and makes monthly contribution into employees’ health savings accounts.
Employees say: “Everyone has a voice. They are open to everyone’s ideas and look to the staff first for solutions to challenges faced.”

Employees Say:

Everyone has a voice. They are open to everyone’s ideas and look to the staff first for solutions to challenges faced. They empower employees. They mentor employees.

(The) organization allows time to step back for a while if an employee needs a break, especially in the wake of COVID, (when) we have all been under increased stress and in some cases, isolation.

I absolutely love working with my firm, and since the COVID changes, I have gotten to know my colleagues across all branches and developed much closer relationships to them. I feel as though I work with my friends each day, and I know I can count on any one person in the firm to cover for me if needed.

3 Cool Things:

01

Provides support and mentoring for individual career paths, including formal trajectories for job growth; also provides fellowship opportunities and executive leadership training programs and sets up buddy systems for employee connection across all of its offices.

02

Pays 100% of employee medical premium, and makes monthly contribution into employees’ health savings accounts.

03

Offers extra PTO on Fridays in the summers and team-building activities that include staff barbecues, lawn games, escape rooms, baking contests and gift exchanges. Monthly virtual happy hours hosted by an office location are aimed at helping to keep camaraderie and culture alive.

In Their Own Words:

Since our inception in 1983, Modera has maintained a client-first philosophy. We were formed as a fee-only registered investment adviser which, at that time in 1983, was rare in the industry. Throughout our entire history, we have remained committed to upholding the fee-only structure by not accepting any commissions, referral fees, or other fees from the sale of financial products. We firmly believe in this approach to serve our clients’ best interests, and we remain committed to that approach today and for the future. Our team members provide customized, compassionate financial guidance derived from a combined depth of resources and knowledge that spans nearly 40 years.

04

Eventide Asset Management

Headquarters: Boston
AUM: $8.4 billion as of June 30
Employees: 63
Years won: 2021
Popular perks: Provides 100% match to 401(k) contributions up to $9,000 per year. Pays 100 percent of medical premiums for employees and dependents.
Employees say: “The company treats employees well with a clear mission and as a result, like a rowing team, we are able to move fast and in sync.”

Employees Say:

Eventide creates an environment of open communication that isn't found at other organizations. The senior leadership actively calls to be held accountable through feedback from everyone that works at the organization. I appreciate this so much!

The company treats employees well with a clear mission and as a result, like a rowing team, we are able to move fast and in sync. It takes work but it feels like gliding on water.

Eventide enables a culture of cooperation, care, and passion that makes work meaningful and fun! I can say wholeheartedly that I love the work that I do, the people I do it with, and the mission.

3 Cool Things:

01

Offers two weeks of companywide paid time off, one week between Christmas and New Year’s Day and another week in the summer. “No meeting time” on Friday afternoons and early release on summer Fridays.

02

Provides 100% match to 401(k) contributions up to $9,000 per year. Pays 100% of medical premiums for employees and dependents. Also contributes the full amount of the deductible ($2,000 to $4,000 depending on coverage level) to employees’ health-savings accounts.

03

Holds a two-day, off-site retreat for all employees, offers social events each month, employee trivia contests and an ugly sweater competition.

In Their Own Words:

Eventide Asset Management is a Boston-based investment adviser pursuing ‘investing that makes the world rejoice.’ Founded in 2008, Eventide’s vision is to serve individuals, financial advisers and institutions by providing high-performance investments that create compelling value for the global common good.

05

Bailard

Headquarters: Foster City, Calif.
AUM: $5.2 billion as of June 30
Employees: 69
Years won: 2018-2021
Popular perks: An open compensation policy means all employees can know the salaries of their colleagues, allowing for open dialogue, fairness and transparency.
Employees say: “Management does an excellent job in being transparent and open about philosophies, strategy and potential changes.”

Employees Say:

While the company has always been charitable, the creation of the (Bailard) Foundation enabled us to further support organizations in the community within a set of new focus areas. Knowing that I work for a firm that cares deeply about helping to support homelessness, food insecurity, affordable housing, BIPOC (Black, Indigenous and people of color) issues and financial literacy in the community makes me very proud.

Management does an excellent job in being transparent and open about philosophies, strategy and potential changes. They truly ‘walk the walk’ in being collegial, down to no doors on offices and open salaries and financials.

Personal matters are handled graciously. You’re treated as a human. I’ve had a few deaths in the family, and my boss and the management team were so supportive of taking time off as well as just checking in on my well-being.

3 Cool Things:

01

An open compensation policy means all employees can know the salaries of their colleagues, allowing for open dialogue, fairness and transparency. A flexible time-off model also allows employees to take time off as they need it instead of having a set number of days off each year.

02

Pays 100% of health-care premiums for employees; contributes $2,150 for individuals and $3,500 for families into a health savings account for those enrolled in the high-deductible plan.

03

Social events include attending professional sporting events, bowling and bocce competitions, and wine and beer tastings. Employees nominate each other for annual Oasis Awards, which honor passion and excellence.

In Their Own Words:

An independent firm since our founding in 1969, Bailard stands committed to our values and, most importantly, our clients. The pursuit of excellence — as a manager, partner and employer — drives everything we do. We believe in accountability, respect, courage, diversity, and in balancing innovation and stability. And those values manifest in our compassionate, high-touch service; our firm-wide intellectual curiosity and deep industry expertise; and in our transparency with both clients and colleagues. Empathy is not a hindrance, nor is it incompatible with risk and investing. In fact, we think it provides an edge.

Abbott Capital Management

Headquarters: New York
AUM: $12.78 billion as of June 30
Employees: 59
Years won: 2013, 2021
Popular perks: A recently formed diversity and inclusion committee has representatives at all levels of the firm.
Employees say: “We talk about the Abbott family and it’s true: The company really cares about the people and their lives both at work and outside.”

Employees Say:

We talk about the Abbott family and it’s true: The company really cares about the people and their lives both at work and outside. It’s nice to be part of a team with high standards but not sharp elbows.

During the early months of COVID, despite financial uncertainty and market dislocations, the company did not release/terminate/layoff any employees, including those that had job responsibilities that were 100% dependent on a non-remote work environment. Each employee’s well-being was placed first/above/before financial implications to the firm.

I particularly value the open-door (or at the moment, open-call) policy between teams in the organization as an opportunity to learn why things are done a certain way and/or how we might improve.

3 Cool Things:

01

Special days to promote team building and volunteering, including an Abbott Day to celebrate company history and achievements. Abbott also hosts a monthly pizza party to celebrate birthdays, and regular virtual gatherings often are attended by the company president.

02

Employees completing at least six months of service can participate in the discretionary matching contribution portion of their 401(k) plan, and those with at least one year of service are eligible to participate in the discretionary profit-sharing portion of their 401(k) plan.

03

A recently formed diversity and inclusion committee has representatives at all levels of the firm; Abbott has expanded the schools from which it recruits in an effort to broaden its employee demographics.

Adviser Investments

Headquarters: Newton, Mass.
AUM: $6.95 billion as of June 30
Employees: 90
Years won: 2016-2021
Popular perks: Paid time to volunteer at local non-profit organizations, as well as self-defense training, meditation and hypnotherapy workshops, standing desks and an on-site fitness center.
Employees say: “Adviser Investments does not rest on its laurels. It is always evolving. Striving to be better.”

Employees Say:

The entrepreneurial environment allows people to contribute ideas and try new things.

Adviser Investments does not rest on its laurels. It is always evolving. Striving to be better. Plenty of opportunity here, particularly for younger employees looking to develop.

The culture is strong. Managers pay attention to their people and their individual strengths and goals. When in-person, there is a great sense of camaraderie with employees. There is opportunity for everyone to grow and excel if they earn it/push for it.

3 Cool Things:

01

Paid time to volunteer at local non-profit organizations, as well as self-defense training, meditation and hypnotherapy workshops, standing desks and an on-site fitness center. Zoom events this year included virtual trivia contests, yoga sessions and a “Yappy Hour” for staff to toast each other and their pets. Adviser also snail-mailed staff working from home surprises, such as customized pillows, candy and frozen steaks and seafood to thank them for working hard to adjust to the pandemic.

02

Adviser offers 401(k) matching, profit-sharing and performance-based bonuses; employee 401(k) plans are also invested in the same funds selected for clients, which include those not open to the public.

03

Each summer, staff and their family members congregate for bowling and appetizers before attending a Boston Red Sox game on the right-field roof deck at Fenway Park.

Alaska Permanent Fund Corp.

Headquarters: Juneau, Alaska
AUM: $81.9 billion as of June 30
Employees: 54
Years won: 2021
Popular perks: Identifies women working in support and operations areas without typical finance and business backgrounds and pairs them with senior investors for experience.
Employees say: “There is something incredibly special about this organization.”

Employees Say:

There is something incredibly special about this organization. Many of us are far from family and friends; we really take care of each other here, not only professionally but personally as well. I've never worked at a place where so many people (are) looking out for each other.

APFC's values — integrity, stewardship and passion — are evident throughout the corporation and staff. Employees have the opportunity to benefit future Alaskans with the work they're doing and are given the tools necessary to do their work to the best of their ability.

I've never been treated so incredibly well as an employee as I am here at APFC. For the first time in my career, I truly feel like a member of a team and not just a number. APFC and my supervisors make me feel like I am truly cared for. Since this job is in Juneau, it truly has the small-town feel while continuing to have world-class service and global connections.

3 Cool Things:

01

Staff perks include Random Breakfast Day, when the human resources team surprises staff with breakfast goodies; evening cocktail gatherings; a weekly yoga class and three weekly meditation classes; encouragement to hike outside during lunch; and service awards for work anniversaries that include a pin and certificate signed by Alaska’s governor.

02

Identifies women working in support and operations areas without typical finance and business backgrounds and pairs them with senior investors for experience. As a result, some women have transitioned from administrative or accounting roles to the investing side of the company.

03

401(k) plan includes a mandatory employee contribution of 8%, with a 5% match by the fund. Because Alaska Permanent does not participate in Social Security, it matches employees’ 6.13% deduction that would normally go to the federal government, producing an additional 12.26% contribution toward retirement.

Aviva Investors

Headquarters: Chicago
AUM: $362.8 billion as of June 30
Employees: 65
Years won: 2020-2021
Popular perks: Set a pathway to become a net-zero emissions manager by 2040, one decade ahead of the target year set out by the Paris Agreement.
Employees say: “Aviva Investors’ strong pivot toward ESG and alignment with net-zero climate goals, coupled with its emphasis on providing a place for teamwork and allowing for idea expression, are great attributes.”

Employees Say:

The colleagues in North America are among the best I've had the privilege to work with in my 20-plus year career. Local leadership is solutions-minded and motivated about always striving to be better. It is an amazing, collaborative environment.

Aviva Investors’ strong pivot toward ESG and alignment with net-zero climate goals, coupled with its emphasis on providing a place for teamwork and allowing for idea expression, are great attributes.

Amazing work-life balance. Leadership is willing to hear all ideas. Fun atmosphere!

3 Cool Things:

01

Promotes teamwork and fun through activities such as virtual yoga, baseball game outings and happy hours.

02

Set a pathway to become a net-zero emissions manager by 2040, one decade ahead of the target year set out by the Paris Agreement.

03

Emphasizes work-life balance, with no or minimum overtime and meetings and staff-only events limited to work hours. Flexible hours to accommodate school events, taking a family member to the doctor, etc. Employer-sponsored eldercare assistance for employees with aging family members, such as transportation to medical appointments or meal delivery; securing of proper care and/or assistance facilities; information about financial resources; or counseling support for caregiver stress.

Ballentine Partners

Headquarters: Waltham, Mass.
AUM: $9.4 billion as of June 30
Employees: 94
Years won: 2017, 2019-2021
Popular perks: Created a diversity initiative in which it’s partnering with historically black colleges and universities (HBCUs) to increase industry diversity.
Employees say: “The intellectually curious will not soon run out of opportunities for (newly) acquired knowledge.”

Employees Say:

The intellectually curious will not soon run out of opportunities for (newly) acquired knowledge. Employees are valued, treated with respect and rewarded for their contributions appropriately. The company operates with high ethical standards, which sadly is absent from far too many employers.

Ballentine puts a lot of effort into the hiring process, and it shows with the quality of people that are hired.

I have worked in banking where every day was just about selling more banking products, regardless of whether or not it was in the client’s best interests. I value working for an organization that values doing right by the client first and foremost. Everything we do has their best interests in mind and a strong sense of ethics that never makes me feel like I’m compromising mine.

3 Cool Things:

01

Created a flexible work-from-home option in response to the COVID-19 pandemic and added a stipend of $400 for employees to supplement their home offices.

02

Created a diversity initiative in which it’s partnering with historically black colleges and universities (HBCUs) to increase industry diversity. Company programs also include regular celebrations of cultural holidays.

03

Employee recognition programs include the Spirit Warrior award, which lauds a staffer for making the workplace great, and the Ambassador award, which honors the contributions a staffer has made to the firm’s reputation in their writing or speaking engagements.

Blue Vista Capital Management

Headquarters: Chicago
AUM: $4.3 billion as of June 30
Employees: 65
Years won: 2020-2021
Popular perks: Provides a mentoring program, First Year Blue Vista, that helps new employees at every level navigate their first year at the firm.
Employees say: “Blue Vista has a strong team atmosphere. Everyone is willing to step up and help each accomplish our shared goals.”

Employees Say:

Blue Vista generally allows younger folks within the firm to take on as much responsibility as they feel comfortable with. It's a great environment for building new skill sets and developing professionally.

People are given responsibilities and are held to high standards of performance and accountability. The firm hires good people first and then allows them to perfect their skill sets, which ultimately results in an amazing group of colleagues.

Blue Vista has a strong team atmosphere. Everyone is willing to step up and help each accomplish our shared goals. My manager is very supportive of her team both professionally and personally.

3 Cool Things:

01

Provides a mentoring program, First Year Blue Vista, that helps new employees at every level navigate their first year at the firm. The company has a talent leader to work with women and minorities who are on managerial tracks, and it is also focusing recruiting efforts at colleges and universities with diverse student populations.

02

Allows and supports employees who would like to work from home and holds regular all-staff virtual meetings to ensure company connection. Designates Fridays as a work-from-home day for all.

03

Bonding events include an annual kickoff initiative followed by an activity like staffwide pingpong; there are also monthly birthday cakes in the office, regular recognition for promotions and service anniversaries, and staff take an annual ski trip to Aspen, Colo.

Canterbury Consulting

Headquarters: Newport Beach, Calif.
AUA: $28.4 billion as of June 30
Employees: 63
Years won: 2020-2021
Popular perks: Employees have the option to buy Canterbury stock; as a result, 33% of employees are shareholders.
Employees say: “I have never worked for a company that put so much into their employees.”

Employees Say:

I have never worked for a company that put so much into their employees: high-quality work environment, encouragement and support for betterment, social gatherings and group activities, incredible benefits and unparalleled support during COVID.

Every position in this company is valued and treated with respect — from the receptionist to the president.

This organization believes in its people. My supervisor plays an active role in my development, and always checks in to see how to support me. We hire top-notch talent that is intellectually gifted and has the personality to match.

3 Cool Things:

01

Holds a special Canterbury Day, when all staff head off-campus for lunch and activities such as horse races, ropes courses and Disneyland.

02

Employees have the option to buy Canterbury stock; as a result, 33% of employees are shareholders. The company also matches employee 401(k) contributions up to 2% and contributes 5% of employee compensation into profit-sharing program.

03

Recognizes employees who have been at the company for five, 10, 15, 20 and 25 years with a travel voucher ($100 for each year) to spend only on travel.

Churchill Asset Management

Headquarters: New York
AUM: $21.9 billion as of June 30
Employees: 94
Years won: 2021
Popular perks: Ongoing diversity, equity and inclusion training that includes training on unconscious biases, inclusion and making a difference.
Employees say: “It’s a very collaborative culture that encourages you to be yourself and have fun while also working hard toward a common goal.”

Employees Say:

The culture is phenomenal. The managers genuinely care about and listen to employee feedback on issues that impact them and then enact change appropriately. The pay is great for the work-life balance, and the people are fun to work with.

This organization has a culture of inclusion and togetherness. From the most senior to most junior employees, all opinions are heard and valued, leaving an impression that the firm succeeds because of the contributions made from each employee.

It’s a very collaborative culture that encourages you to be yourself and have fun while also working hard toward a common goal.

3 Cool Things:

01

Provides wellness challenges that include completing a week or month of goals, such as five-minute brain breaks, push-up challenges, plank challenges and a 15-minute dance party. Catered Friday lunches also foster employee connection. Employees pick an annual staffwide destination outing, such as golf, tennis or sailing, and then gather for meals.

02

Ongoing diversity, equity and inclusion training that includes training on unconscious biases, inclusion and making a difference. A recently launched initiative called Be the Change encourages and empowers staff to be part of the solution to racism.

03

Churchill’s leaders can nominate anyone in the firm for a leadership training program; employee recognition comes in the form of awards, e-cards, and service anniversary gifts.

Corbin Capital Partners

Headquarters: New York
AUM: $8.7 billion as of June 30
Employees: 50
Years won: 2020-2021
Popular perks: Began focusing its Racial and Social Justice Task Force on new community partnerships, including with a local non-profit organization helping formerly incarcerated people rejoin society.
Employees say: “Individuals are allowed/encouraged to be themselves. This has created a unique and diverse work environment.”

Employees Say:

Corbin provides a fun and productive work environment that allows for growth and development. I think the organization has fostered an extremely cohesive team of hard-working and friendly people who all push to make Corbin succeed.

Corbin values each employee and gives everyone an opportunity to succeed in a challenging but friendly environment. People treat one another with respect, and there is a refreshing lack of internal politics and unhealthy competition.

Individuals are allowed/encouraged to be themselves. This has created a unique and diverse work environment … I am constantly growing in my position, taking on new responsibilities/perfecting current ones. Everyone I interact with at Corbin is pleasant and willing to help out, even if they are busy.

3 Cool Things:

01

Pays 100% of medical, dental and vision insurance for all employees and their dependents. Modified its PTO policy in May 2021 to include unlimited sick days in an effort to encourage employees not to go into the office when sick.

02

Began focusing its Racial and Social Justice Task Force on new community partnerships, including with a local non-profit organization helping formerly incarcerated people rejoin society; committed to recruiting a minimum of at least 40% of women and 30% people of color candidates for the first stage of its interview process; conducted training on unconscious bias and microagressions.

03

Perks include a 401(k) plan match of up to 4% of employee compensation to an annual maximum of $7,500; a 10-year work anniversary bobblehead; and unlimited snacks.

DRA Advisors

Headquarters: New York
AUM: $11.4 billion as of June 30
Employees: 87
Years won: 2017-2018, 2021
Popular perks: Building a diversity and inclusion pipeline through an intern program with students at the City University of New York, or CUNY, campuses.
Employees say: “Open-door policy across the organization. Upper management communicates with all levels of employees and has a genuine interest in everyone, both on a personal and professional basis.”

Employees Say:

The atmosphere at our organization is one of a strong team. Our shared workspace is fantastic, management has historically been eager and willing to listen to issues/concerns, and they hire people that are not only intelligent but (also) blend in very well. All of these items lend to a positive and enjoyable employee culture.

Open-door policy across the organization. Upper management communicates with all levels of employees and has a genuine interest in everyone, both on a personal and professional basis. Good work-life balance and very entrepreneurial place to work.

We have great deal flow, and there is a great focus on increasing returns for our investors, which are both important at the base level. In my experience, we get enough trust from management in most instances to make decisions and get our job(s) done without any tedious paperwork or approvals.

3 Cool Things:

01

Sponsors sports teams like softball and kickball; hosts employee events such as virtual trivia, painting parties, golf, tennis and bowling outings; and mailed out do-it-yourself projects (cookies and pretzels) to staff during COVID-19 lockdown.

02

Building a diversity and inclusion pipeline through an intern program with students at the City University of New York, or CUNY, campuses. It also has established a diversity and inclusion task force.

03

Matches 50 cents for every $1 of employee contributions to 401(k) plan up to 6% of salaries. Also contributes more than 50% of medical insurance deductible annually to employees who have a health savings account.

Innovest Portfolio Solutions

Headquarters: Denver
AUA: $40.9 billion as of June 30
Employees: 53
Years won: 2014, 2016-2021
Popular perks: Employees can volunteer during work hours for local organizations. Last year, staff volunteered more than 1,300 hours at local organizations.
Employees say: “You can feel the support when you walk in the door; both the management and your peers want you to succeed.”

Employees Say:

Innovest makes people its top priority. The company truly invests in us as a team and as individuals. They do not want us to be cogs in a machine; they want us to each thrive in our roles, grow into leaders, and leave each day feeling happy and fulfilled.

You can feel the support when you walk in the door; both the management and your peers want you to succeed. I look forward to coming to work every day knowing that my efforts will be recognized and valued, which proves to be exceedingly motivating.

The people who work here make this a place (where) people WANT to work. Our teams are full of people who want to help you succeed in giving top-notch service to our clients. Whether that is doing good work that you can build off of, supporting you when you need help, coaching your performance or just putting a smile on your face, my teammates make my job great!

3 Cool Things:

01

Employees can volunteer during work hours for local organizations. Last year, staff volunteered more than 1,300 hours at local organizations. Innovest also sponsors a different service opportunity each month, such as school supply drives and packing medical school supplies. A monthly Service to Others award also gifts $100 to an employee who pulls up another employee.

02

Encourages work-life balance through a flexible vacation policy, custom work schedules, integration of family in company events and celebrations of family accomplishments. Opens a college account for employees’ new babies. To deepen personal connections, employees also meet for a weekly lunch paid for by Innovest — and no work conversation is allowed.

03

Participates in the Arrupe Jesuit High School Corporate Work Study Program. Innovest pays 65% of student tuition for four students who work at Innovest during the school year, gaining work experience and mentoring.

Los Angeles Capital Management

Headquarters: Los Angeles
AUM: $29.5 billion as of June 30
Employees: 90
Years won: 2014-2021
Popular perks: Regularly holds town halls and seeks feedback on such matters as returning to the office through anonymous surveys and is 100% employee-owned.
Employees say: “Senior leadership leads by example to foster a truly collaborative work environment where all employees are acknowledged for their respective contributions to the success of the organization.”

Employees Say:

Senior leadership leads by example to foster a truly collaborative work environment where all employees are acknowledged for their respective contributions to the success of the organization.

The firm's adoption of the hybrid work schedule shows employees and outside candidates that it’s willing to break away from traditional work environments, given the new world we live in.

(Los Angeles Capital) doesn't just talk the talk about diversity, equity and inclusion. Within our corporate structure, from the way individuals are treated to the extensive involvement in community outreach and charitable involvement, it also walks the walk.

3 Cool Things:

01

Work-from-home initiatives during the COVID-19 pandemic included installation of hardware such as webcams and adoption of multimedia tools to enhance communication.

02

Offers a fully stocked kitchen on-site with breakfast, lunch and organic produce. Employees volunteer together for beach cleanups, at local elementary schools and with non-profit organizations such as Habitat for Humanity and Special Olympics.

03

Regularly holds town halls and seeks feedback on such matters as returning to the office through anonymous surveys and is 100% employee-owned.

National Real Estate Advisors

Headquarters: Washington
AUM: $3.6 billion as of June 30
Employees: 62
Years won: 2014, 2016-2021
Popular perks: The company pays for 100% of medical, prescription, dental and vision premiums for employees and their dependents.
Employees say: “One of the best things about this organization is that they really put forth effort and show how much they care about, acknowledge, listen to, and appreciate the employees.”

Employees Say:

One of the best things about this organization is that they really put forth effort and show how much they care about, acknowledge, listen to, and appreciate the employees. This company really strives to make its mission a top priority, and it's one that many people are passionate about.

The company provides (a) fantastic, flexible workplace where employees can work on interesting projects with a team of incredibly smart, kind people. The culture is open and honest, and the senior management always works hard to be thoughtful about junior employees’ concerns and considerations.

The core value of the firm is to make money for our clients while treating everyone involved with respect, both personally and financially. Who wouldn’t want to work at a firm like that!

3 Cool Things:

01

The company pays for 100% of medical, prescription, dental and vision premiums for employees and their dependents. No charge for such in-network services as mental/behavioral health and at-home nursing care.

02

Professional development for staff via conferences and bimonthly educational meetings; well-being initiatives include standing desks, daily snacks and fresh fruit and free healthy lunch meetings.

03

Flexible arrangements include remote work, summer Fridays and a flexible work schedule with core business hours. Early closing time before regular holidays. No limit on accrued sick time.

Palladium Equity Partners

Headquarters: New York
AUM: More than $3 billion as of June 30
Employees: 52
Years won: 2020-2021
Popular perks: Places a high value on diversity, so much so that of its employees and partners, 72% are minorities and 64% are women.
Employees say: “Palladium is an organization where there is strong emphasis on 'doing the right thing.'”

Employees Say:

There are high expectations for performance, but it's an extraordinarily supportive and collaborative team. The culture is awesome and makes me excited to show up and do my job to the best of my abilities.

I feel rewarded for my hard work and dedication. Some of my closest friendships have formed at work. I look forward to coming into the office or hopping on Zoom to interact with my co-workers.

Palladium is an organization where there is strong emphasis on 'doing the right thing.' Most of the time, this is true. I have found my co-workers to generally be especially good-hearted individuals. Diversity and inclusion is highly emphasized, and it shows when you get to know people at the firm; we are all different but share a united camaraderie.

3 Cool Things:

01

Places a high value on diversity, so much so that of its employees and partners, 72% are minorities and 64% are women. Ensures candidate pool includes underrepresented minorities and is launching a mentoring program focused on supporting its multiracial team.

02

Pays 100% of medical premiums for employees and dependents, and fully funds insurance deductible for health savings accounts.

03

Bonding activities include off-site trips to Montana and Florida, spontaneous happy hours and fishing trips to Alaska with the senior team and industry executives. Offers additional firm holidays for days adjacent to a weekend and holiday, for example, the Friday after Thanksgiving.

Parnassus Investments

Headquarters: San Francisco
AUM: $47.4 billion as of June 30
Employees: 59
Years won: 2017-2021
Popular perks: Provides as much as 18 to 20 weeks of paid maternity leave, and eight weeks of paid paternity leave for parents to bond with their babies.
Employees say: “Parnassus does a tremendous job creating a welcoming, collaborative work environment where employees feel valued.”

Employees Say:

Parnassus does a tremendous job creating a welcoming, collaborative work environment where employees feel valued. ‘Transparency’ and ‘understanding’ are two words that come to mind when I think about management and my direct supervisor.

Treats employees holistically. Meets people where they are and works together to improve them. My skill set has expanded enormously while working here.

I'm surrounded by motivated, intelligent people from whom I can learn a lot. I think the professional opportunities here are terrific, and the work-life balance and benefits are attractive, too. Most people generally care about our mission and purpose, and it's clear where I fit in and how I'm valued.

3 Cool Things:

01

Two weeks of paid leave for COVID-19-related issues, as well as a shift to telecommuting — including a $75 per month work-from-home subsidy for internet, cell service and electricity.

02

Provides as much as 18 to 20 weeks of paid maternity leave, and eight weeks of paid paternity leave for parents to bond with their babies. Pays 100% of medical, dental and vision premiums for employees and dependents.

03

Contributes 3% of an employees’ compensation to their 401(k) plans — regardless of employee contribution. Also offers an additional contribution determined by company’s profitability. Parnassus double matches charitable contributions by the staff.

Penserra

Headquarters: Orinda, Calif.
AUM: $7.2 billion as of June 30
Employees: 58
Years won: 2017-2018, 2020-2021
Popular perks: Matches employee contributions to 401(k) of up to 3% of compensation and 50% of the next 2% of contributions.
Employees say: “Penserra understands that diversity makes us stronger and is fully committed to an open, inclusive culture where differences are understood, respected, valued and supported throughout the firm.”

Employees Say:

Penserra understands that diversity makes us stronger and is fully committed to an open, inclusive culture where differences are understood, respected, valued and supported throughout the firm. By engaging in socially responsible practices, having sound business ethics and making meaningful contributions, Penserra demonstrates what matters most are relationships and values.

The people are the best part of this organization. It is fun to come to work and chat with colleagues on the trading desk. We practice what we preach. We're an MBE (minority business enterprise) firm that hires minorities as well as gives back to the community.

We have a strong culture that is diverse and inclusive. In addition, management listens to employees and has done an extraordinary job in looking after our well-being during the COVID pandemic.

3 Cool Things:

01

Launched the Penserra Foundation in 2021, a non-profit focused on partnering with organizations to promote diversity, education, financial literacy, immigrant rights, ending homelessness and the well-being of children.

02

Matches employee contributions to 401(k) of up to 3% of compensation and 50% of the next 2% of contributions. No waiting period for vesting. Pays 100% of medical, dental and vision insurance premiums for employees.

03

Promotes team building at this minority-owned firm through bowling, attending sporting events and happy hours. Staff has unlimited PTO.

20-49 Employees

01

Dana Investment Advisors

Headquarters: Waukesha, Wis.
AUM: $7.4 billion as of June 30
Employees: 46
Years won: 2012-2021
Popular perks: Maintains an internship program focused on educating and training an ethnically diverse group of students from several MBA and applied security analysis programs.
Employees say: “The firm provides great opportunities to be successful in reaching personal and corporate goals.”

Employees Say:

Paying 100% of employees’ health-care premiums is virtually unheard of these days, so this is an extraordinarily valuable ‘perk’ at Dana that is never taken for granted.

The firm provides great opportunities to be successful in reaching personal and corporate goals. It provides the resources, technology, and professional expertise to be successful and make a substantial contribution to the firm.

My guess is that the people at the very top of the organization are giving up economics that they don't have to in order to provide more benefits to employees. This is rare in the investment management industry.

3 Cool Things:

01

Pays 100% of health-care, dental and vision premiums for employees and dependents and also offers a health reimbursement plan that pays 100% of the first 80% of plan deductibles.

02

401(k) plan has an integrated profit-sharing contribution in which the company contributes 15% of all employee wages up to IRS limits.

03

Maintains an internship program focused on educating and training an ethnically diverse group of students from several MBA and applied security analysis programs.

In Their Own Words:

Dana Investment Advisors is a best place to work because of the strong family culture they’ve built and maintained since inception. The company strives to be creative and generous in doing all it can for employees, so employees remain at Dana to do all they can for its clients. The company has consistently added talented professionals and experienced virtually zero turnover. Creating an environment that employees value as the ‘best’ takes work and Dana’s leadership understands the benefits of it and therefore is keenly focused on maintaining this type of environment and culture.

02

Bridgeway Capital Management

Headquarters: Houston
AUM: $5.7 billion as of June 30
Employees: 37
Years won: 2014-2015, 2017-2021
Popular perks: Donates 50% of company profits to organizations making a positive impact on humanity.
Employees say: “Bridgeway is a values-based, purpose-driven organization. People come and stay because there's a real sense of purpose and meaning to our work.”

Employees Say:

Bridgeway is a values-based, purpose-driven organization. People come and stay because there's a real sense of purpose and meaning to our work.

There is a deeper purpose to the work we do, giving 50% of profits to charitable causes and making a difference in the world. I feel like the work I do each day is contributing to a better world.

When we go through a downturn, we stick together. We get the 'hard things' on the table to deal with them constructively.

3 Cool Things:

01

Donates 50% of company profits to organizations making a positive impact on humanity. Some organizations Bridgeway has supported include Teach for America, SEARCH Homeless Services and Living Water International.

02

Offers programs for family fun, including movie boxes with treats and tickets and occasional free family lunches via food delivery services like DoorDash and Uber Eats.

03

Schedules one day each quarter to serve the community in any capacity an employee chooses. Bridgeway pays 50% of service trip expenses for employees and their family members along with additional paid time to travel globally to serve.

In Their Own Words:

Bridgeway offers expertly designed investment strategies, subadvisory services and mutual funds to select institutions and advisers. Committed to community impact, Bridgeway donates 50% of its profits to non-profit organizations. Bridgeway practices relational investing, an approach that bridges the gap between investment results and returns for humanity by taking an innovative approach to asset management. Putting investors’ interests first is a hallmark of the firm’s servant leadership culture and core values of integrity, performance, efficiency and service.

03

Satori Capital

Headquarters: Dallas
AUM: $1.2 billion as of June 30
Employees: 31
Years won: 2015-2021
Popular perks: Sponsors the Satori Sweats group, with workouts to try new types of fitness classes or to train together with a private personal trainer.
Employees say: “Good enough is never good enough at Satori. The firm constantly strives to improve. It's inspiring to work at a firm where you have the opportunity to improve every day.”

Employees Say:

Good enough is never good enough at Satori. The firm constantly strives to improve. It's inspiring to work at a firm where you have the opportunity to improve every day. There's always a new idea, which keeps everything fresh and the day-to-day more interesting.

Satori walks its talk in everything it does, including how it treats all stakeholders, whether they be employees or external stakeholders. As an employee, I am treated with the utmost kindness and respect. I truly feel valued every day.

Satori really cares about its stakeholders and always goes above and beyond to make sure everyone feels well. The benefits package is the best I have ever had and the company has a family-like environment.

3 Cool Things:

01

Offers an Optimal Living Program, which includes chef-prepared fresh and healthy lunches offered on-site and for remote workers, a weekly on-site chiropractor and health adviser, guided meditation sessions, group workouts and a yearly $1,000 allowance per employee for gym memberships and other fitness-related purchases.

02

Sponsors the Satori Sweats group, with workouts to try new types of fitness classes or to train together with a private personal trainer; holds monthly challenges such as step-tracking contests and creativity challenges, walking meetings and team happy hours.

03

Stresses work-life balance, with flexible hours and work-from-home capabilities as well as 25 days of paid time off annually. In addition, Satori’s offices close for all major holidays, including the entire week between Christmas and New Year’s Day.

In Their Own Words:

Satori Capital’s purpose is to create, fund and inspire businesses that elevate humanity. As such, we want to lead the way by ensuring our own company serves all of its stakeholders well — and that certainly includes our outstanding team members. We do this by creating and nurturing a culture that supports the overall well-being of our high-performing team. We consider it our responsibility to be stewards of our team members’ careers and their well-being.

04

Spectrum Investment Advisors

Headquarters: Mequon, Wis.
AUA: $3.3 billion as of June 30
AUM: $270 million as of June 30
Employees: 23
Years won: 2017, 2019-2021
Popular perks: Sponsors a holiday potluck each December, at which the company pays for the main course and, each employee brings in an appetizer, dessert or dish.
Employees say: “There is a real team and family atmosphere. They care about you as a person and what is going on in your life, in addition to your job.”

Employees Say:

The leadership, staff and culture developed here are world-class. I am proud to work for this organization and have recruited others to join me.

There is a real team and family atmosphere. They care about you as a person and what is going on in your life, in addition to your job. They hold frequent events to bring the team together: holiday party, reward trips, team lunches, family pool party, etc.

We really rely on each other and spend time outside of work hours together. We have attended concerts, baseball games, organized pool parties and other gatherings, and also have a volleyball team.

3 Cool Things:

01

Offers employees with five years of service a weekend for two in Door County, Wis. At 10 years of service, the firm provides $1,500 toward a vacation destination of the employee's choice.

02

Provides company-sponsored lunches in the firm’s coffeehouse and occasionally will take all employees out for lunch on St. Patrick's Day, the day before Thanksgiving or an employee's last day of work. The company also will occasionally finish work early and host a cocktail hour for employees on its office patio.

03

Sponsors a holiday potluck each December, at which the company pays for the main course and, each employee brings in an appetizer, dessert or dish. The company also hosts an annual kids club pool party in which the office closes early and employees and their families go to the local country club pool.

In Their Own Words:

Understanding makes the difference. In a world where many claim to listen, often many fail to understand. We are a team committed to our community and those that participate in it. That means engaging at every level and understanding the real wants and needs of those we advise. To our team, it’s not just business and it’s not just a job. We are builders. We seek to build the wealth of those we serve. We help build the vibrance of our community, and we strive to build deep trust with everyone we do business with.

05

Aetos Alternatives Management

Headquarters: New York
AUM: $8.9 billion as of June 30
Employees: 30
Years won: 2020-2021
Popular perks: Provides 100% salary continuation for up to eight weeks while on short-term disability.
Employees say: “We are supported in our community and philanthropic activities, particularly through Aetos’ donation matching program for social justice causes, and Aetos’ focus on diversity, equity and inclusion.”

Employees Say:

The firm gives sufficient flexibility to accommodate the personal needs of staff, while at the same time able to tailor responsibilities to fit with team members’ career goals. For example, Molly Reckford, an Aetos research associate, was able to work part time from remote locations while training for and competing in the Tokyo 2020 Olympic Games on the U.S. Rowing Team.

We are supported in our community and philanthropic activities, particularly through Aetos’ donation matching program for social justice causes, and Aetos’ focus on diversity, equity and inclusion.

The CIO will literally pause entire firm meetings to provide context for a first-year analyst who might not be familiar with some piece of history.

3 Cool Things:

01

Provides 100% salary continuation for up to eight weeks while on short-term disability; makes an employee assistance program available to all employees and their dependents.

02

Held virtual employee activities during the COVID-19 pandemic, including trivia games, Pictionary and wine tastings; established a company matching program for social justice and COVID-related causes; increased PTO for volunteering; and the firm is implementing a hybrid work model.

03

Conducts employee contests for elections and sporting events and baby pools to guess birth statistics. Winners are posted on the Aetos Hall of Fame, a company intranet.

In Their Own Words:

Aetos takes pride in empowering individuals to realize their full capabilities and passions at work, home and in their communities. With over 70% of our employees women, minorities and LGBTQ+, we lead by example in the quest to end discrimination, a reflection of our collaborative and inclusive culture. Our diverse viewpoints make us better investors and our contributions to social justice causes make us better citizens of the world. Aetos is a smaller-sized firm making an outsized difference within money management!

AAM Insurance Investment Management

Headquarters: Chicago
AUM: $28.4 billion as of June 30
Employees: 45
Years won: 2017-2021
Popular perks: Allows new employees to contribute to their 401(k) account starting on their first day on the job.
Employees say: “I feel like I can ask for help or ask a hard question to anyone at this firm and they would help or respond, no questions asked.”

Employees Say:

A strong aversion to micromanaging. The assumption is as long as you get your work done there’s no need to look over your shoulder.

Senior leaders make an effort to get to know and mentor employees. In spite of the different seniority of employees, the organization expects everyone to be more involved in the success of the company.

I feel like I can ask for help or ask a hard question to anyone at this firm and they would help or respond, no questions asked. The work-life balance is also something that the firm strives to maintain and they do it successfully.

3 Cool Things:

01

Allows new employees to contribute to their 401(k) account starting on their first day on the job. Additionally, high performers have the prospect of becoming equity owners/members of the company.

02

Schedules annual employee golf outing referred to as the Ryder Cup, with breakfast and a paid half day off. The company also allows free access to a fitness center; time is allowed to be taken for exercise during the workday.

03

Celebrates new business wins with Friday “Jeans Days.” Also, the firm closes at 2 p.m. the day before holidays.

ASB Real Estate Investments

Headquarters: Bethesda, Md.
AUM: $7.9 billion, gross, as of June 30
Employees: 48
Years won: 2019-2021
Popular perks: Provides a 3-to-1 match in its 401(k) plan of up to the employee’s first 2% of eligible compensation, yielding a maximum of 6% of the employee’s eligible compensation.
Employees say: “A culture where people celebrate each others’ successes and encourage people to take on significant responsibility. It makes me feel like my work here is valued.”

Employees Say:

High level of individual responsibility and opportunities to make a direct impact. Very interesting and diversified job responsibilities allow professionals to learn and grow in their careers most every day.

A culture where people celebrate each others’ successes and encourage people to take on significant responsibility. It makes me feel like my work here is valued.

Highly collaborative, excellent work-life balance, smart and ambitious colleagues. Good pay and benefits.

3 Cool Things:

01

Offers employees a week of paid leave for volunteer work. During COVID-19, the company participated in a virtual 5K run to support homeowners with limited income get the critical home repairs they needed.

02

Provides a 3-to-1 match in its 401(k) plan of up to the employee’s first 2% of eligible compensation, yielding a maximum of 6% of the employee’s eligible compensation.

03

Offers variety of ways to promote fun and relieve stress, including a February wellness challenge that raises money for the charity of choice by the winning team; virtual holiday party with gift basket; and summer Fridays with four-hour workday.

Balentine

Headquarters: Atlanta
AUM: $9.4 billion as of June 30
Employees: 40
Years won: 2012, 2015-2021
Popular perks: Encourages executives to be an active part of employees’ local communities by learning which philanthropic areas employees care most about and finding relevant service opportunities.
Employees say: “I always feel that the work I’m doing matters since my mentors and employees express their appreciation openly.”

Employees Say:

The company exhibits the highest standards of integrity and has a culture that is formalized, practiced and ritualized through the Balentine Way, 30 defined fundamental behaviors that serve as a cornerstone for how we interact among ourselves and with our clients.

Balentine encourages its employees by recognizing them in all meetings, casual encounters, and through acts of appreciation. I always feel that the work I’m doing matters since my mentors and employees express their appreciation openly.

Though we are competitive in our pursuit of excellence as a firm, we are not competitive with each other and work in a spirit of collaboration.

3 Cool Things:

01

Created a remote work and core hours program that increases employee flexibility, based on the company’s experience working remotely during the COVID-19 pandemic.

02

Encourages executives to be an active part of employees’ local communities by learning which philanthropic areas employees care most about and finding relevant service opportunities.

03

Balances work and fun through family events, a spontaneous cocktail hour, or celebrating important milestones and life events, such as “Balentine Boos,” when children and employees dress up for Halloween.

Belle Haven Investments

Headquarters: Rye Brook, N.Y.
AUM: $15.1 billion as of June 30
Employees: 37
Years won: 2018-2021
Popular perks: Provides diversity training such as seminars, and Belle Haven celebrates and recognizes multicultural holidays.
Employees say: “Making employees feel valued, and not just a number. The company invests in its employees and wants to see them grow/develop.”

Employees Say:

Belle Haven always recognizes good work and shows appreciation for everyone at the company. The daily lunches for everyone don't hurt either!

Making employees feel valued, and not just a number. The company invests in its employees and wants to see them grow/develop. Also impressive is its exceptional generosity.

Even during the pandemic, the firm has found ways to bring everyone together (even virtually) through trivia nights, a virtual wine tasting, sending food and other goodies to people working from home to commemorate various holidays.

3 Cool Things:

01

Provides free membership for each employee to Calm, an app that helps with sleep, meditation and relaxation. Plans to resume offering in-office chair massages to employees every week once they return to the office post-pandemic.

02

Hosts quarterly virtual events such as wine tastings, beer and cheese tastings, trivia games and happy hours.

03

Provides diversity training such as seminars, and Belle Haven celebrates and recognizes multicultural holidays.

Cardinal Investment Advisors

Headquarters: Chicago
AUM: $289 billion as of June 30
Employees: 41
Years won: 2015-2021
Popular perks: Added identity protection as a benefit to employees at no cost.
Employees say: “Creativity and idea generation aren't limited to consultants or partners. Anyone with a good idea is embraced through the partners' open-door policy.”

Employees Say:

Creativity and idea generation aren't limited to consultants or partners. Anyone with a good idea is embraced through the partners' open-door policy.

You can see the passion that the owners have to continue to provide best-in-class service to their clients while also maintaining and fostering great relationships internally.

The work-life flexibility is just one of the key factors that make it a great place to work. The partners will go out of their way to make sure the needs of the employees are taken care of.

3 Cool Things:

01

Promotes team building via on- and off-the-clock activities, including golf leagues, lunchtime bowling, and after-work kickball and volleyball teams. Employees also can take “mental breaks” by playing pingpong, Wii, golf billiards, bags or trivia.

02

Contributes a 10.5% 401(k) match on top of a 3% safe harbor contribution. In total, if employees defer a minimum of 7% of salary, they will have 20.5% of salary saved annually.

03

Added identity protection as a benefit to employees at no cost and funds 100% of employees’ health savings accounts to the extent of the deductible in the high-deductible health-care plan.

Crossmark Global Investments

Headquarters: Houston
AUM: $5.8 billion as of June 30
Employees: 46
Years won: 2018-2021
Popular perks: Crossmark partners with Mission of Hope, Haiti, for an annual weeklong service trip in Haiti.
Employees say: “Crossmark has a collegial environment, a growing firm, quarterly staff meetings/transparency and great Christmas parties.”

Employees Say:

Crossmark has a collegial environment, a growing firm, quarterly staff meetings/transparency and great Christmas parties.

Placing faith-based at the forefront, the company positively impacts the lives of employees.

The company has a core set of values that drives its decisions and, because of the size, the open-door policy of the CEO allows employees to feel like they are an integral part of the team.

3 Cool Things:

01

Sponsors a biannual philanthropy event at which all employees are encouraged to participate and serve in the community. Crossmark also partners with Mission of Hope, Haiti, for an annual weeklong service trip in Haiti. Employees have participated in both the Farm-to-Table and Blue to Block programs, helping to deliver Haitian-grown crops and build homes for families.

02

Offers a donation match program to help invest and support the charities and organizations employees care about.

03

Makes an annual contribution of 7% of each employee's annual total compensation to their respective 401(k) account in January of the following year, regardless of individual participation level.

Domain Capital Group

Headquarters: Atlanta
AUM: $6.1 billion as of June 30
Employees: 45
Years won: 2021
Popular perks: Partners with organizations such as Big Brothers Big Sisters of Metro Atlanta, Grady Memorial Hospital and New Story, a non-profit aimed at ending homelessness.
Employees say: “The company treats employees with respect, and the company provides interesting and challenging assignments.”

Employees Say:

Domain fosters a team environment, where a diversity of knowledge is brought together to provide performance for our clients.

The firm feels like a small shop in that it is very comfortable and friendly but also operates like a large firm that handles large amounts of work and client load.

The company treats employees with respect, and the company provides interesting and challenging assignments.

3 Cool Things:

01

Partners with organizations such as Big Brothers Big Sisters of Metro Atlanta, Grady Memorial Hospital and New Story, a non-profit aimed at ending homelessness. At Grady, the company provided more than 400 meals to its emergency department and EMS staff and donated 20 iPads for patients to use when they couldn’t visit with their families during the COVID-19 pandemic.

02

Offers a 50% match up to $5,000 after one year of employment in its 401(k) plan. Domain also offers discretionary profit-sharing.

03

chedules quarterly engagement events that can include game nights in the office with Nintendo Wii dance-offs and life-size Jenga and Connect Four, trips to see Atlanta Braves baseball games or Atlanta United soccer matches, happy hours at local bars or restaurants, a pumpkin carving contest and white elephant exchange.

Element Capital Management

Headquarters: New York
AUM: $15 billion as of June 30
Employees: 46
Years won: 2019-2021
Popular perks: Matches an employee’s charitable donations up to $50,000 a year.
Employees say: “Amazingly proactive, enthusiastic staff that always act like company owners.”

Employees Say:

Element provides its employees with many perks, including free breakfast/lunch, fully stocked pantry with snacks/drinks and gym membership reimbursement.

During the COVID-19 pandemic, Element offered to reimburse its employees for transportation to and from the office, which made the employees feel more comfortable commuting to the office.

Amazingly proactive, enthusiastic staff that always act like company owners.

3 Cool Things:

01

Sponsors a number of social impact initiatives for staff, including an interview training program at schools in lower-income areas, a program that supports the arts in city public schools, and a program that provides school supplies to homeless students.

02

Holds employee events such as a trivia contest, scavenger hunt, an escape room, bowling, table tennis, cooking class and wine tasting.

03

Matches an employee’s charitable donations up to $50,000 a year.

Elion Partners

Headquarters: Miami
AUM: $2 billion as of June 30
Employees: 26
Years won: 2020-2021
Popular perks: Dedicates resources and time to FCC USA, a program that utilizes soccer as a tool for educating underprivileged youth in gender equality, racial equity and mental health.
Employees say: “Culture is key to our success. We are motivated to help each other and have empathy, resulting in greater achievements.”

Employees Say:

Culture is key to our success. We are motivated to help each other and have empathy, resulting in greater achievements.

The core values and mission are ingrained in every aspect of the organization. The environment is highly motivating and one in which I love being a part of.

They cultivate an environment where strong values are the core of the organization — teamwork, work ethic, responsibility, integrity, empowerment, respect, The Elion Way. Every employee feels part of the Elion family and is treated as such, equitably and with utmost respect.

3 Cool Things:

01

Hosts an annual, all-expenses paid corporate retreat off-site for two days during the workweek and closes the office. The retreat includes team-building exercises, motivational discussions/focused groups and time for relaxation.

02

Dedicates resources and time to FCC USA, a program that utilizes soccer as a tool for educating underprivileged youth in gender equality, racial equity and mental health.

03

Distributes at least 20% of the firm’s EBITDA each year among the team via bonuses.

Frontier Asset Management

Headquarters: Sheridan, Wyo.
AUM: $7 billion as of June 30
Employees: 48
Years won: 2021
Popular perks: Provides opportunities for employees to spend time together at Friday team-building meetings or at volunteer events, such as helping bring holidays meals to locals, or by serving on the boards of local non-profits.
Employees say: “Everyone is truly a friend that you can trust and rely on. A lot of that is because of these outside events.”

Employees Say:

Frontier has a commitment to ‘Cowboy ethics’ and exhibits our core values (compassionate, trustworthy, authentic, visionary, passionate and team-oriented) in the entirety of what we do, from people to product.

I love how Frontier still takes the time to celebrate everyone’s birthday, certification and school milestones, life events like having a child, etc. We also have somewhat frequent gatherings where our families come together and/or events where we blow off steam on Friday afternoons and play games and enjoy each other’s company.

Everyone is truly a friend that you can trust and rely on. A lot of that is because of these outside events.

3 Cool Things:

01

Holds annual Frontier Asset Management Dude Diligence, a dude ranch meeting for all clients and employees that includes horseback riding, fishing and hiking.

02

Gives employees day off to attend the Sheridan Rodeo Main Street Parade every summer.

03

Provides opportunities for employees to spend time together at Friday team-building meetings or at volunteer events, such as helping bring holidays meals to locals, or by serving on the boards of local non-profits.

Granahan Investment Management

Headquarters: Waltham, Mass.
AUM: $5.5 billion as of June 30
Employees: 21
Years won: 2021
Popular perks: Pays 100% of medical insurance premiums for all employees and their dependents.
Employees say: “If I want any training on a platform or need to acquire additional skills, I am given the tools to make this happen.”

Employees Say:

Granahan Investment Management gives their employees the respect and responsibility of doing their work to the best of their abilities, and provides opportunities to gain or improve abilities where necessary.

If I want any training on a platform or need to acquire additional skills, I am given the tools to make this happen.

Our firm also has an open-door policy among its co-workers where each member will take the time to sit down and problem solve together. If you need help, you can reach out to one another.

3 Cool Things:

01

Pays 100% of medical insurance premiums for all employees and their dependents.

02

Sends a monthly update from the CEO, Jane White, to employees about how the business is doing, the goals employees should think about and general commentary about the money management industry.

03

Serves as a founding member of the Wall Street Diversity Accelerator Program, which provides summer internships and mentoring to underrepresented minority students, and established a diversity and inclusion task force/committee at the firm.

Greenspring Advisors

Headquarters: Towson, Md.
AUM: $5.9 billion as of June 30
Employees: 24
Years won: 2019, 2021
Popular perks: Creates annual Greenspring Grant Committee, comprised of employees only, which establishes grant guidelines, collects applications, selects and awards multiple grants totaling $50,000.
Employees say: “Greenspring has created a culture in which we appreciate our common values and goals while also respecting and encouraging diversity of thought, opinion and perspective.”

Employees Say:

The firm recently created an Employee Engagement Team to help facilitate and host events that bring the team together. I feel that this has really helped employees who don't typically work together get to know one another better.

Greenspring has created a culture in which we appreciate our common values and goals while also respecting and encouraging diversity of thought, opinion and perspective.

Greenspring is rapidly growing, so it's a very exciting place to be. The people here know that and feed off of each other's energy and enthusiasm.

3 Cool Things:

01

Creates annual Greenspring Grant Committee, comprised of employees only, which establishes grant guidelines, collects applications, selects and awards multiple grants totaling $50,000.

02

Offers employer-paid telehealth for all employees, regardless of whether they are enrolled in Greenspring's health plan. Employer contributions to health savings accounts are $750 a year for individuals and $1,500 a year for families.

03

Held monthly community events such as a mediation class via Zoom during the COVID-19 lockdown, trivia night, magician visit and a workout class. Schedules annual staffwide retreat for team building, connectivity and strengthening relationships.

Johnson Brunetti

Headquarters: Wethersfield, Conn.
AUM: Not available
Employees: 35
Years won: 2021
Popular perks: Fosters work-life balance via flexible hours to accommodate school events, taking a family member to the doctor, etc.; no or limited overtime.
Employees say: “This organization has trusted me to take on new challenges even when I was not sure I would be successful at them.”

Employees Say:

Creates a friendly environment of idea sharing and communication where colleagues are encouraged to think differently about the tasks they do. Everyone at the company has a huge impact on everyone else.

They actually care about their employees. Seeing them grow. Making sure they are happy. They check in. They plan nice surprises for us. I’ve never been happier at a company.

This organization has trusted me to take on new challenges even when I was not sure I would be successful at them. In the end, they were right! I was able to handle the new tasks successfully which really boosted my confidence level!

3 Cool Things:

01

Emphasizes personal and professional development; pays up to $2,500 a year for classes on cooking, for example, or business-oriented programs such as event planning or marketing.

02

Fosters work-life balance via flexible hours to accommodate school events, taking a family member to the doctor, etc.; no or limited overtime.

03

Offers activities to promote fun and team building, including quarterly events that start with a business-focused meeting, break for lunch and then holding a group activity to foster engagement. Recent activities have included a painting party and an ax-throwing event.

Mayflower Advisors

Headquarters: Boston
AUM: $3.6 billion as of June 30
Employees: 35
Years won: 2021
Popular perks: Offers all employees access to financial planning tools and financial educational products, and provides reimbursement for tuition and credential costs.
Employees say: “I don't think you often find this level of kindness in the world of financial planning.”

Employees Say:

I don't think you often find this level of kindness in the world of financial planning. And not just to clients, but as a whole, the company often comes together to create support and a team environment even though we each have our own clients and financial advisers we work with.

Our bosses organize for healthy meals, wellness programs and exercise around the city of Boston. I feel that they care not only about my job performance but about my personal health as well.

Supervisors regularly show their appreciation of their employees through events, bonuses or lunches.

3 Cool Things:

01

Reimburses on-site gym membership costs; provides "Wellness Wake-Ups," a healthy breakfast buffet on Mondays; and schedules festivities, including a waterfront summer gathering and axe-throwing party.

02

Offers all employees access to financial planning tools and financial educational products, and provides reimbursement for tuition and credential costs.

03

Provides a health savings account option that offers tax-free savings on qualified medical expenses that are not subject to year-end forfeiture; 401(k) plan features an annual discretionary profit-sharing contribution.

McKinley Capital Management

Headquarters: Anchorage, Alaska
AUM/AUA: $4.3 billion as of June 30
Employees: 31
Years won: 2020-2021
Popular perks: Awards $100 per year of service at each five-year employment anniversary milestone.
Employees say: “They value us as people, not just assets or numbers to the firm. I am very grateful to be an employee here.”

Employees Say:

It’s so nice to work for a firm that truly cares about people, is open to change and trying new ideas to better support employees, and really wants to make a positive difference in people’s lives.

There’s also fun opportunities to engage as a team, even in a socially distanced setting, with events like virtual cooking classes with local and nationally renowned chefs, cleaning up around our office buildings in partnership with other local businesses, and offer up our talents to support local charities through our charity of choice program.

They value us as people, not just assets or numbers to the firm. I am very grateful to be an employee here.

3 Cool Things:

01

Supports the staff’s health and well-being through a $500 credit to each employee for the fitness activity of their choosing, such as gym memberships, race fees, ski passes, or fitness equipment; gave each employee an additional paid day off for the Fourth of July and Labor Day weekends to combat “COVID fatigue” and re-energize the team.

02

Has hosted weekly online events since the onset of the COVID-19 pandemic, including mixers, coffee chats, a fitness-oriented “plank club” (this year’s winner clocked 12 minutes!) and an online cooking class that brought all offices together virtually to make smoked Alaskan salmon pasta.

03

Awards $100 per year of service at each five-year employment anniversary milestone; recognizes the outstanding performance of staff members with a “Peak Performer” award that comes with a $500 gift card, a catered lunch and a special parking space; and acknowledged the staff’s dedication, commitment and hard work during the COVID-19 crisis by giving each employee $1,250 in local restaurant gift cards at the annual company meeting.

Ninety One North America

Headquarters: New York
AUM: $192 billion as of June 30
Employees: 47
Years won: 2020-2021
Popular perks: Works with universities and supports cross-industry initiatives to promote the asset management industry and attract diverse talent, including Girls Who Invest.
Employees say: “Core values around the freedom to create. Decentralized decision-making means employees have tons of authority to do their jobs.”

Employees Say:

Ultimately we all work hard and work in a competitive industry, but it's Ninety One's ability to bring out the human element within the work environment that I find particularly valuable.

Core values around the freedom to create. Decentralized decision-making means employees have tons of authority to do their jobs. I have bright, ambitious colleagues but no sharp elbows, no drama.

Ninety One is large enough, with 1,000-plus people globally, but it feels like a small firm where an entrepreneurial spirit is welcomed. I have found my ideas are heard, supported with budget if needed, and that in general, I have an important role to play in the growth of our business.

3 Cool Things:

01

Sponsors Ninety One Wellbeing, a global initiative that focuses on three "pillars" of well-being: financial, physical and mental, with the aim of creating an inclusive and supportive work environment. The company offers virtual meditation sessions, access to an in-house psychologist, employee support phone lines, flexibility in workdays and time off, and an employee assistance program.

02

Makes a safe harbor 401(k) contribution of 3% of eligible earnings (capped at IRS rates) and profit-sharing contribution of 2% of eligible earnings earned in the year (capped at IRS rates). The company pays these contributions regardless of employees' contributions.

03

Works with universities and supports cross-industry initiatives to promote the asset management industry and attract diverse talent, including Girls Who Invest, which promotes increasing the number of women taking portfolio-management and executive-leadership roles in the asset management industry, and Investment 2020, which focuses on bringing talent from diverse socioeconomic backgrounds into the asset management industry.

North Square Investments

Headquarters: Chicago
AUM: $10 billion as of June 30
Employees: 23
Years won: 2021
Popular perks: Plans to allow employees to bring their pets to work once North Square finds a “pet-friendly” property to lease.
Employees say: “They don't micromanage you. They hire experienced people that know their markets/relationships and allow them to work with minimal disruption.”

Employees Say:

Our company looks for strengths in us as employees and people and helps us utilize those strengths to further the organization's and our careers and goals. At the same time, it helps us develop in those areas where we are less strong.

While going through personal issues last year, I felt very supported and did not have to be concerned about missing too much work. They were very flexible throughout COVID, always putting employees safety and health first. I'm proud to say I work here.

They don't micromanage you. They hire experienced people that know their markets/relationships and allow them to work with minimal disruption.

3 Cool Things:

01

Plans to allow employees to bring their pets to work once North Square finds a “pet-friendly” property to lease.

02

Offers multiple health-care options, including choices on deductibles, networks, prescription plans and monthly contributions; there are two high-deductible PPO plans as well as a traditional PPO.

03

Works with local colleges and universities, in particular their female and minority student groups, and participates in mentoring, internships, recruiting, luncheons and seminars.

Opus Investment Management

Headquarters: Worcester, Mass.
AUM: $12.3 billion as of June 30
Employees: 23
Years won: 2018-2019, 2021
Popular perks: Offers a 401(k) plan for full- and part-time employees, who can save up to 40% of their eligible pay on a pretax or Roth post-tax basis, up to IRS limits.
Employees say: “Opus provides the opportunity to challenge yourself and be recognized for value-add improvements to the investment process.”

Employees Say:

The work environment is very accommodating and understanding of the balances team members need to have in their lives while also being professionally challenging when appropriate.

Opus provides the opportunity to challenge yourself and be recognized for value-add improvements to the investment process.

The organization and the people in it emphasize our C.A.R.E values (collaboration, accountability, respect and empowerment). We work together to produce outstanding results.

3 Cool Things:

01

Provides a full service state-of-the-art fitness center that offers cardiovascular and strength training as well as group exercise classes. Opus also offers meditation/mindfulness workshops during the workday and an on-site wellness center with free flu shots and personal health screenings, as well as full service care.

02

Offers a 401(k) plan for full- and part-time employees, who can save up to 40% of their eligible pay on a pretax or Roth post-tax basis, up to IRS limits. Company matches contributions dollar for dollar up to the first 6% contributed.

03

Recognition programs include the President’s Excellence award, presented annually to employees who have delivered exceptional results and exemplified core values. Winners receive a $10,000 cash award.

Pugh Capital Management

Headquarters: Seattle
AUM: $11.2 billion as of June 30
Employees: 24
Years won: 2018-2021
Popular perks: ETo prepare women and minority employees for leadership positions, the firm sponsors participation in a Leadership Tomorrow one-year program.
Employees say: “Pugh Capital’s longstanding internship program has provided important, career-launching opportunities to diverse candidates seeking to work in our industry.”

Employees Say:

The firm has a great mix of being strategic and nimble in all aspects of the business. The focus on diversity and inclusion is never jeopardized, which was especially true in 2020.

Pugh Capital’s longstanding internship program has provided important, career-launching opportunities to diverse candidates seeking to work in our industry, and several have been hired as full-time, permanent staff, continuing their career paths into high-level positions, including portfolio and executive management.

Great leadership and common goals among the team for shared success and making the firm an enduring going concern for the foreseeable future. Fully trust the team and leadership and the transparency of the organization.

3 Cool Things:

01

To prepare women and minority employees for leadership positions, the firm sponsors participation in a Leadership Tomorrow one-year program; pays for professional dues, training and development, offering up to $5,250 per year in tuition reimbursement. Also cross-trains employees to provide a breadth of experiences and mentorship opportunities.

02

Front-loaded the company’s annual charitable giving early into the COVID-19 pandemic, with donations to multiple not-for-profit organizations to help those most acutely suffering from the effects of COVID-19 as well as from racial, gender or income inequity.

03

Provides a 401(k) contribution of 3% of pay after one year of employment, regardless of whether an employee contributes to the plan.

Ranger Investment Management

Headquarters: Dallas
AUM: $2 billion as of June 30
AUA: $2.6 billion as of June 30
Employees: 20
Years won: 2021
Popular perks: Places emphasis on giving employees the flexibility to spend time away from work as needed to invest in themselves, their families or loved one.
Employees say: “There is a great balance of trust, autonomy and collaboration that is extremely rare in this industry, leading to a process that is both rewarding and effective.”

Employees Say:

In general, there is healthy respect for people’s personal time and trust that they are effective in scheduling in a way that doesn't inconvenience others.

The people are fantastic. I hope the tone at the top remains open and inviting, while also providing direction and leadership. … The company is very generous with vacation/sick time, and work-life balance, meaning after-hours work is almost unheard of, even discouraged.

There is a great balance of trust, autonomy and collaboration that is extremely rare in this industry, leading to a process that is both rewarding and effective.

3 Cool Things:

01

Offers both high-deductible and preferred provider option health plans for its employees. The company pays 100% of premiums for employees and their dependents.

02

Provides a monthlong paid sabbatical for its employees every five years.

03

Places emphasis on giving employees the flexibility to spend time away from work as needed to invest in themselves, their families or loved one.

Regions Investment Management

Headquarters: Birmingham, Ala.
AUM: $15.1 billion as of June 30
Employees: 25
Years won: 2021
Popular perks: Sponsors a month each year to celebrate how employees work together to make life better for fellow associates, customers and the communities Regions serves.
Employees say: “I think Regions believes associates deserve more than just a job. They believe in offering performance-driven individuals a place where they can build a career — a place to expect more opportunities.”

Employees Say:

Leadership that is moving with the times and opening the doors for more flexible work arrangements and more diverse corporate makeup, plus competitive pay and benefits in areas with low costs of living.

My supervisor allows me the freedom to do my job without micromanaging me. I think this fosters an environment where all members of the team focus on what they do and produce great results.

I think Regions believes associates deserve more than just a job. They believe in offering performance-driven individuals a place where they can build a career — a place to expect more opportunities.

3 Cool Things:

01

Sponsors a month each year to celebrate how employees work together to make life better for fellow associates, customers and the communities Regions serves. Called Evergreen Month, different themed weeks are held to celebrate service anniversaries, cultural diversity and food bank donation events. Additionally provides employees with two “Inclusion and Observance” days off to use as needed.

02

Offers employees options for improving and maintaining a healthy lifestyle, including [email protected], an interactive online platform with initiatives targeting areas of nutrition and physical and emotional well-being, such as prenatal, chronic illness and diabetes health coaching. In light of the pandemic, added access to free, on-demand fitness classes.

03

Promotes diversity through recruitment strategies with the HBCU Caucus and the National Pan-Hellenic Council, along with external job postings displayed on multiple diversity job boards. Also, the company reviews ethnically diverse representation against progressive targets for mid-to senior-level leadership roles.

Richard Bernstein Advisors

Headquarters: New York
AUM: $14.5 billion as of June 30
Employees: 30
Years won: 2021
Popular perks: Offers a 10% company match to its 401(k) plan.
Employees say: “RBA has an amazing culture where everyone is treated with respect. We are a close-knit, family-oriented firm with aligned goals. We know how to work hard and have fun.”

Employees Say:

There are not excessive levels of management so people have a lot of responsibilities and can take on more roles than they would get elsewhere.

The company is very transparent and communicates often with all levels of the organization around goals, progress and how the firm is doing. They create a culture of inclusion.

RBA has an amazing culture where everyone is treated with respect. We are a close-knit, family-oriented firm with aligned goals. We know how to work hard and have fun.

3 Cool Things:

01

Offers a 10% company match to its 401(k) plan.

02

Provides diversity training through a semiannual active participant seminar that is mandatory for all employees. Allows employees to take cultural holidays off if applicable or desired without counting toward paid time off.

03

Flexible hours to accommodate school events, taking a family member to the doctor, etc.

River and Mercantile

Headquarters: Waltham, Mass.
AUM: $65.8 billion as of June 30
AUA: $35 billion as of June 30
Employees: 39
Years won: 2019-2021
Popular perks: Management encourages development and advancement, regardless of title, and allows employees at all levels to try and experience new jobs and tasks.
Employees say: “There’s recognition and getting everyone involved in projects and communications that’s not otherwise available at a different firm.”

Employees Say:

We are doing innovative work, and it is exciting going into pitches knowing our solution is radically different than other finalists.

There’s recognition and getting everyone involved in projects and communications that’s not otherwise available at a different firm.

High-achieving culture without cutthroat atmosphere. We expect everyone to do their best, but we are here to support everyone, not tear each other down or compete.

3 Cool Things:

01

Management encourages development and advancement, regardless of title, and allows employees at all levels to try and experience new jobs and tasks. The investment team, for instance, has the opportunity to be involved different aspects of the business like manager research and operations, consulting, trading, derivatives management, business development and marketing.

02

Medical coverage is provided via a high-deductible plan with the firm contributing 75% of the annual deductible into an health savings account for each enrolled employee based on the tier of coverage selected.

03

Established remote work policies for employees well before the onset of the COVID-19 pandemic, so all had the equipment to work from home and connect to the firm’s network securely. Prior to the pandemic, employees were permitted to move to various locations and work remotely.

Shelton Capital Management

Headquarters: Denver
AUM: $3.9 billion as of June 30
Employees: 33
Years won: 2020-2021
Popular perks: Offers six medical plans, ranging from point-of-service to exclusive provider organization plans, with the company paying 100% of premiums for employees and dependents.
Employees say: “I am acknowledged for my successes by upper management and given the tools to do so.”

Employees Say:

We are offered great benefits, and a welcoming and safe work environment. Our higher ups are understanding of our life and work environments.

Very open and friendly. I feel like my opinion matters. They are open to hearing your thoughts and concerns and input, asking questions about the job and how to improve it or make the processes more streamlined.

I am acknowledged for my successes by upper management and given the tools to do so. Shelton provides many activities where we can enjoy ourselves inside and outside of the office.

3 Cool Things:

01

Incorporates an open-door policy, allowing anyone to communicate ideas, concerns or questions directly to the firm’s executive team. Office has open workspace, unlimited coffee and snacks, and provides standing desks if desired.

02

Schedules social events, with Major League Baseball tickets, employee games, hikes, golf outings and happy hours. A putting green is in the office, and the company also allows casual Fridays dress and, in the summer, flip-flop Fridays.

03

Offers six medical plans, ranging from point-of-service to exclusive provider organization plans, with the company paying 100% of premiums for employees and dependents. The company also has a 100% employer match for its 401(k) plan, up to 4% of pay.

Stadion Money Management

Headquarters: Watkinsville, Ga.
AUM: $2.4 billion as of June 30
Employees: 39
Years won: 2019-2021
Popular perks: Holds periodic wellness challenges, such as asking employees to complete at least three healthy tasks each week for 12 weeks.
Employees say: “I love how we quickly take a new idea, quickly build it out and make it available to our partners. Our nimbleness and responsiveness are amazing.”

Employees Say:

Stadion is a small company where you have access to any and all employees, including senior management. A family-like culture is promoted throughout the entire organization where people treat one another with dignity and respect.

Senior management is approachable and always friendly. Pay and benefits are excellent. Stadion is sensitive to personal issues and emergencies and is very kind when an employee needs accommodation for either.

I love how we quickly take a new idea, quickly build it out and make it available to our partners. Our nimbleness and responsiveness are amazing.

3 Cool Things:

01

Contributes $600 a year to a health savings account for those with individual medical coverage and $2,000 for family coverage; the firm also contributes 3% of annual salary/bonuses/commissions to the company 401(k) plan, regardless of employee contribution, effective on the first day of employment. There is an additional profit sharing contribution that ranges from 1% to 1.5%.

02

Sponsors an outdoor Family Fun Day one late afternoon each fall for employees and their families with games and a food truck.

03

Holds periodic wellness challenges, such as asking employees to complete at least three healthy tasks each week for 12 weeks. The list includes exercising for 30 minutes, shopping at a farmers market, spending time outside and eating five servings of vegetables and fruits. All finishers qualified for a drawing for one of two $200 gift cards to a favorite retailer.

Star Mountain Capital

Headquarters: New York
AUM: $2 billion as of June 30
Employees: 39
Years won: 2019-2021
Popular perks: Allows employees to participate in charitable endeavors during work time, whether for the Star Mountain Charitable Foundation or other charities.
Employees say: “There’s a generous alignment of interests. The firm provides equity ownership to all employees, from analyst up to CEO.”

Employees Say:

There’s a generous alignment of interests. The firm provides equity ownership to all employees, from analyst up to CEO. This is unique in the industry and also aligns interests of all stakeholders, not just the most senior people.

Incredibly energetic culture and entrepreneurial opportunity to seize responsibility at a young age that would otherwise not be accessible in a more rigidly hierarchical organization.

During COVID the firm grew meaningfully — its team, its investor base, its deployment. And provided a nice working environment for people at home, purchasing dual monitors, printers, whiteboard, headset and anything needed to work as productively at home as in an office setting.

3 Cool Things:

01

Allows employees to participate in charitable endeavors during work time, whether for the Star Mountain Charitable Foundation or other charities.

02

Offers discounted auto and home insurance, pet insurance and legal insurance for employees; provides 11 medical plan options and multiple dental and vision options, with the firm covering 100% of medical plan premiums for employees; and reimburses employees for 50% of gym membership costs.

03

Encourages junior team members to work on assignments across teams based on personal interests, such as someone on the information technology team working on a deal-underwriting project.

WEDGE Capital Management

Headquarters: Charlotte, N.C.
AUM: $10.5 as of June 30
Employees: 43
Years won: 2020-2021
Popular perks: Provides a stipend and company-branded athletic clothing to participate in an annual YMCA road race (5K or half-marathon) representing Team WEDGE.
Employees say: “People are always the absolute top priority — no question about it. This company tries to realize everybody's best potential.”

Employees Say:

I've always been given incredible flexibility to design my work schedule and manage projects as I see fit. Outside of work, I volunteer as an elementary school tutor and train for marathons. My manager encourages me to take long breaks during the workday for those activities, so that when I am working, I'm refreshed, enthusiastic and thinking creatively.

People are always the absolute top priority — no question about it. This company tries to realize everybody's best potential.

Management understands that we have value and with that provides some of the best services to keep everyone healthy and happy.

3 Cool Things:

01

Offers a variety of lighthearted contests for employees to gather outside of work. During the COVID-19 pandemic, activities like an ugly sweater contest and monthly game night were moved to virtual formats. Also, a new online project started in 2020 that lets employees design a company wall calendar on Shutterfly. The final product includes photo collages of employees' home life and travels.

02

Provides a stipend and company-branded athletic clothing to participate in an annual YMCA road race (5K or half-marathon) representing Team WEDGE.

03

Contributes to 401(k) and health savings accounts. All employees are eligible for 100% company matching up to 7.5% of pay for the 401(k), and $5,500 is contributed annually to an employee HSA. Employees are fully vested in both plans immediately.

Xponance

Headquarters: Philadelphia
AUM: $13.4 billion as of June 30
Employees: 45
Years won: 2020-2021
Popular perks: Reports that 67% of employee-owners are diverse professionals and 48% are women, providing opportunity and transparency and ensuring that all stakeholders succeed.
Employees say: “I love how diverse Xponance is.”

Employees Say:

I love how diverse Xponance is. I also like that during COVID they really took our health into consideration and created a telework policy and provided a stipend for child care.

Xponance is a mission-driven organization. We are an investment management company that seeks to improve the world and help the industry change and become more inclusive of investment talent from all walks of life.

The firm goes out of its way to treat employees as cared-for individuals. The company takes its culture seriously and employee growth is a big part of it.

3 Cool Things:

01

Conducts weekly virtual employee experiences, including cooking and cocktail-making classes and online games such as trivia, Wheel of Fortune, Jeopardy! and escape room. During the pandemic, the firm offered a maximum weekly subsidy of $480 toward employees’ day care costs.

02

Reports that 67% of employee-owners are diverse professionals and 48% are women, providing opportunity and transparency and ensuring that all stakeholders succeed. Company executives work to identify and develop talent and give employees a path to growth.

03

Opens Xponance's employee stock ownership plan to all employees. The company also offers a 401(k) plan, which is based on employee contributions only.