Return to flip book view

Vision for our CultureOur culture as an organisation is what characterises us. It’s how we relate to each other, our work and the world, and it’s how those with whom we interact experience us. It defines who we are together, and it is more than the sum of each of us. It’s the norms that shape everything we do, from how we engage with each other day-to-day to how we partner with clients to deliver on our most ambitious hopes for the future.

Defining our cultureWe are collegiateAs a community of colleagues we understand that it is our collective responsibility to protect the wellbeing of all our colleagues and help them to thriveWe are client-focusedDelivering the Evenlode investment process consistently over time, whilst managing and investing in the business to ensure its long-term durability and health.We think long-termAiming to be the asset management company we would like to invest our own savings with if we weren't professionals in the industry.

Partner valuesProactive: We take ownership and responsibility for the tasks that need to be performed within our roles; we take a constructive and problem-solving attitude to our day-to-day roles, our personal development, and the part we play in the development of the wider Evenlode team and the Evenlode company over time.Collaborative: We adopt a team-based, collaborative mindset; we are approachable and easy to communicate with, both for the rest of the Evenlode team and for other Evenlode stakeholders.Diligent: We apply care, consideration and thoughtfulness to our day-to-day roles; we take an evidence-based approach to decision making and make decisions that are fair, in the best interests of the company, and take the perspectives of the wider Evenlode team and other Evenlode stakeholders into account.Honest: We communicate openly and honestly with both the Evenlode team and other Evenlode stakeholders and we use this open communication and honesty to build trusting relationships over time. We admit mistakes when they occur which allows the team to work with the individual to help address them promptly and minimise the risk of small problems building up into big ones.Open-minded: We are always willing to listen to others; we demonstrate an open-mindedness and preparedness to change over time, We apply a continuous improvement mindset to our roles, personal development, and the part we each play in the development of the wider Evenlode team and the Evenlode company over timeOur values aren't just lofty ideals; they're the compass that guides our daily actions. They translate into decision-making, communication styles, and how our partners approach their work. Ultimately, well-defined values shape the culture, driving leadership behaviours that propel EvenlodeInvestment and our clients towards their goals.

Leadership: Our culture and values in actionLeading self In our world of navigating markets and making strategic investment decisions, leading ourselves is the foundation for everything else. It's about cultivating self-awareness – understanding our strengths, weaknesses, and biases. It also means setting clear goals, both professionally and personally, to ensure we're aligned with the firm's vision. By prioritising time management and building strong work-life balance, we bring focus and clarity to our decision-making, ultimately leading to better outcomes for ourselves, our clients, and the company.Leading othersWe believe leadership is about fostering a collaborative environment where diverse perspectives are valued. We empower our team members by providing clear direction, mentorship, and the resources they need to excel. This allows us to cultivate a culture of shared ownership, where each member contributes their expertise to achieve optimal results for our clients. By leading with inspiration and fostering a sense of collective purpose, we unlock the full potential of our team, driving superiorperformance within the investment landscape.Leading the futureIn today's dynamic market, "Leading the Future" isn't just a slogan, it's our mission. We're committed to fostering a culture ofcontinuous learning and innovation. Through strategic investments in both our people and cutting-edge tools, we'll stay ahead of the curve, unlocking new growth opportunities for ourselves and our clients. By empowering our team's expertise and fostering a collaborative environment, we'll navigate emerging trends and secure a prosperous future for our company.

Bringing it all togetherAs partners in this company, we understand the power of collaboration in driving success. We foster a culture of open communication and mutual respect, where knowledge sharing and healthy debate are encouraged. This open environment allows us to leverage each other's strengths, constantly innovating and developing creative solutions for our clients. Our commitment to continuous learning ensures we stay ahead of market trends, translating into fresh perspectives and cutting-edge strategies that consistently deliver strong results for our clients. By operating as a cohesive unit focused on shared goals, we not only drive individual and company growth, but also solidify our reputation as a trusted partner delivering exceptional value for our clients.

We are collegiateFostering a friendly and open work environment where responsibility and authority is shared across the team, within an employee-owned structure.CollaborativeI am aware of my biases and continually work to improve myselfI understand how emotional intelligence helps me to develop strong relationships with a diverse range colleaguesI am willing to share my knowledge and expertise with others, helping my colleagues grow and learnHonestI build trust by being respectful inclusive, straightforward and candidI own my mistakes and accept those of others, preserving strong relationships with colleagues to ensure success for allI share credit and work collaboratively to achieve common goalsOpen-mindedI seek out opinions of others and seek to understand those that differ to mineI ensure that all colleagues have a voice and contribute their unique perspectives and opinions to discussions and decision-making.I withhold judgment and take the time to consider different viewpoints; I gather all the relevant information before making decisions or forming judgmentsWe are client-focusedDelivering the Evenlodeinvestment process consistently over time, whilst managing and investing in the business to ensure its long-term durability and health.ProactiveI proactively seek knowledge and advice from a wide range of sources to ensure we always deliver excellence for our clientsI anticipate client needs and collaborate seamlessly with colleagues to deliver solutions that exceed expectationsI proactively analyse market trends and develop customised strategies to unlock growth potential for my clients and for the firmDiligent I take meticulous pride in exceeding client expectations by delivering exceptional service in all aspects of my workI lead by setting the bar high, ensuring meticulous service that exceeds client expectations, and holding myself and the team accountable for achieving outstanding results.I lead by example, setting a high bar for excellence in client service, while crafting innovative strategies that position us for future growthHonestI prioritise transparency in communication with clients and colleagues and ensure I remain focused on client goals I actively cultivate a team environment where honesty and prioritising client needs are at the forefront of every interactionI cultivate a team environment where everyone takes ownership of their work, ensuring our clients consistently receive exceptional, results-oriented service.We think long-termAiming to be the asset management company we would like to invest our own savings with if we weren't professionals in the industry.Proactive When making choices, I prioritise long-term consequences over short-term gains, ensuring a sustainable path for both our clients and our firm.By asking "what if" questions and exploring future scenarios, I help others to cultivate a long-term perspective.I'm always looking ahead, anticipating future trends and challenges to ensure our strategies remain sustainable and our clients stay ahead of the curve.CollaborativeI thrive on building sustainable solutions by working alongside colleagues to map out long-term plans that benefit everyone involved.I frame discussions with a future-oriented lens, encouraging the team to brainstorm long-term solutions and build strategies that benefit everyone involved.I thrive on fostering a collaborative environment where we think strategically, prioritise long-term vision, and build a culture that fuels sustainable growth for both our clients and our company.Open-mindedI challenge my assumptions and consider long-term consequences before making choices, leading to more resilient approaches.When making decisions about the future I encourage others to offer diverse perspectives and innovative ideas.Balancing current trends with potential future disruptions keeps me constantly learning and adapting strategies for long-term success.Leading SelfLeading OthersLeading the Future