Core Values

We live by three core values:

Do the right thing

Our clients are the reason we are in business. We make every decision with the best interests of our clients, employees, and external partners in mind.

Do more than expected

Excellence, not perfection, is the base; unexpected service and performance is the goal. Going a step further sets us apart from the competition.

Respect the individual

We build trust with both clients and colleagues by acting with integrity and respect. We seek diversity of thought and encourage inclusion through collaboration, recognizing that world-class results are achieved together.

Our culture has helped Polen Capital to be named among the best places to work by Pensions & Investments each of the last nine years.

Chief People Officer
Careers_Benefits/

A Culture of Inclusivity

Our commitment to Diversity & Inclusion focuses on driving representation for people of underrepresented backgrounds within the asset management industry, expanding our ability to go beyond for those we serve.

Through employee resource groups and other company-wide initiatives, we seek to build a culture of belonging to ensure that all individuals can be seen, heard, and celebrated. All employee resource groups are open to all employees.

WISE ERG Logo

Women Inspiring Success & Engagement

  • Attracts and retain top female talent
  • Supports skill-building, mutual collaboration
  • Works with leadership to build an environment for women to thrive
Polen Pride

Polen PRIDE

  • Creates opportunities for LGBTQ+ employees and allies
  • Celebrates diverse identities and experiences
  • Cultivates a collaborative, equitable, and inclusive environment
Polen Cares

Polen Cares

  • Represents the firm’s commitment to supporting our global communities
  • Drives employee-directed philanthropic efforts
  • Empowers and encourages collaboration among global offices
EMBRACE ERG Logo

Employees Building Resources & Community Engagement

  • Builds representation for multicultural groups and their allies
  • Fosters awareness of people of color
  • Serves as a resource for workplace success and engagement
Thrive_ERG

Thrive

  • Fosters a culture of holistic wellness among our colleagues
  • Empowers every employee to thrive personally and professionally by providing resources, support, and opportunities for growth
  • Focuses on three main pillars of wellbeing: physical, mental, and financial health

 

Learn more about how our approach goes beyond all expectations.

Polen Capital was named to Pensions & Investments Best Places to Work in Money Management in the category for asset managers with 100-499 employees as of December9, 2024. The Best Places to Work Award is managed by Best Companies Group (BCG) and requires participating organizations to complete a two-part process. The first part evaluates workplace policies, practices, and demographics and is worth approximately 25% of the total evaluation. The second part consists of an employee survey to measure the employee experience and is worth approximately 75% of the total evaluation. The combined scores determine the top companies and which companies are included on the list. There is no cost to participate. BCG is compensated by Polen Capital for advertising and licensing fees.