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OUR VALUE

DELIVER TOGETHER

We believe in the importance of treating each client and teammate as an individual and treating every moment as one that matters. We strive to go the distance to deliver, with discipline and passion. We believe everything we do for clients, employees and the communities we serve is built on a solid foundation that delivers for stakeholders.

 

ACT RESPONSIBLY

We believe that integrity and the disciplined management of risk form the foundation of our business. We are aware that our decisions and actions affect people’s lives every day. We strive for decisions that are clear, fair, and grounded in the principles of shared success, responsible citizenship, and community building.

REALIZE THE POWER OF OUR PEOPLE

We want our employees to reach their full potential. We believe that diverse backgrounds and experiences make us stronger. We respect every individual and value our differences – in thought, style, culture, ethnicity and experience.

 

TRUST THE TEAM

We believe that the best outcomes are achieved when people work together across the entire company. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our clients.

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OUR CULTURE

At CF&E, our culture comes from how we run the company every day. At the heart of our responsible growth strategy is our commitment to “act responsibly,” which includes our commitments to ethical behavior, acting with integrity and complying with laws, rules, regulations and policies that reinforce such behavior.

We recognize that cultivating a strong culture is an ongoing effort, fostered day after day in both formal and informal ways. Building a unified culture requires thoughtful, purposeful action. This work helped us bring together all of our employees – from different businesses, companies, and countries – to be aligned to our purpose of making financial lives better.

 

LEADERSHIP ACCOUNTABILITY

Establishing a culture built on integrity and ethical business conduct starts with it being a priority for our Managing Partner, the management team and other leaders. Our Board’s structure and composition enables it to oversee and hold senior management accountable for managing all types of risk, including those related to compliance and conduct. As part of their oversight responsibilities, annually, the Board, Enterprise Risk Committee and Audit Committee review or approve certain enterprise policies related to compliance and conduct.

 

DRIVING AND UPHOLDING ETHICAL CONDUCT

While there is no single culture metric, the company analyzes a variety of data sources to ensure we are living our values as a company. For example, we drive our culture and related expectations for conduct throughout the employee lifecycle – from hiring, to onboarding, to training and development, to decisions on compensation and promotions. Our decisions behind our performance management, compensation and recognition programs are rooted in our culture and in our conduct expectations for all employees. We also assess our culture through our employee engagement survey, sustaining an environment which values and supports employee perspectives.

 

A CULTURE OF MANAGING RISK WELL

Managing risk well is foundational to our purpose and values – and to delivering responsible growth. It contributes to the strength and sustainability of our company for the future, and it supports the work we do today to serve our clients, community, shareholders and employees. This relies on the intellectual curiosity and sound judgment of every employee across the company. When each employee takes ownership of risk management, we can deliver on our purpose to make financial lives better through the power of every connection.

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