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December 14, 2020 12:00 AM

Innovest Portfolio Solutions

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    Innovest Portfolio Solutions made P&I's list of the best places to work for employers with 50 to 99 employees.

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    Innovest Portfolio Solutions has its headquarters in Denver and 56 employees.

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    Innovest Portfolio Solutions made P&I’s list of the best places to work in money management in 2014, 2016, 2017, 2018, 2019, and 2020.

    Innovest Portfolio Solutions has its headquarters in Denver.

    AUA as of June 30: $30 billion

    Employees: 56

    Years won: 2014, 2016, 2017, 2018, 2019, 2020

    3 cool things:

    • Sponsors a monthly volunteer opportunity such as painting homes for the elderly or delivering meals to those living with a life-threatening illness.
    • Participates in the Arrupe Jesuit High School Corporate Work Study Program. Innovest pays 65% of student tuition for four economically disadvantaged students who work at Innovest during the school year, gaining work experience.
    • Encourages work-life balance through a flexible vacation policy, custom work schedules (reduced or compressed), integration of family in company events and celebrations of family accomplishments, such as baby and wedding showers. When a baby is born, Innovest opens a college account for the newborn and contributes to it.

    Employees say:

    • “The overall hiring of employees is well thought out and character is paramount, which helps everything else fall into place in the long run.”
    • “I have people check in with me regularly just to see how I am personally doing and how my work is coming along.”
    • “Management trusts that you will put the needs of the client and your teammates first and that you understand what is expected of you. Thus, they do not micromanage your schedule.”
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      • Top-Performing Managers
      • Largest Money Managers
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      • DC Record Keepers
      • Largest Hedge Fund Managers
      • World's Largest Retirement Funds
      • Best Places to Work in Money Management
      • Excellence & Innovation Awards
      • Eddy Awards
    • ETFs
      • Latest ETF News
      • Fund Screener
      • Education Center
      • Equities
      • Fixed Income
      • Commodities
      • Actively Managed
      • Alternatives
      • ESG Rated
    • ESG
      • Latest ESG News
      • The Institutional Investor’s Guide to ESG Investing
      • Climate Change: The Inescapable Opportunity
      • Impact Investing
      • 2022 ESG Investing Conference
      • ESG Rated ETFs
    • Defined Contribution
      • Latest DC News
      • DC Money Manager Rankings
      • DC Record Keeper Rankings
      • Innovations in DC
      • Trends in DC: Focus on Retirement Income
      • 2022 Defined Contribution East Conference
      • 2022 DC Investment Lineup Conference
    • Searches & Hires
      • Latest Searches & Hires News
      • Searches & Hires Database
      • RFPs
    • Performance Data
      • P&I Research Center
      • Earnings Tracker
      • Endowment Returns Tracker
      • Corporate Pension Contribution Tracker
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      • Pension Risk Transfer Database
      • Future of Investments Research Series
      • Charts & Infographics
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      • View All Conferences
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      • 2022 Innovation Investing Conference
      • 2022 Defined Contribution East Conference
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