Diversity, Equity and Inclusion

Defining Diversity, Equity and Inclusion at Gazelda

"Inclusion and acceptance of others are cornerstones of our company. We use the same responsible, open, and rigorous approach and use the same rigorous metrics as we do with our investment success and the retention of our clients to evaluate this. The company's efforts in the area of Equality and Inclusion are a direct reflection of the beliefs and values of its employee owners."
- Villar S. Boyle, Chairman and Chief Executive Officer

BUILDING AN EQUITABLE CULTURE

To be equitable is, at its foundation, to treat people fairly, which may require tailoring policies and practices to meet the needs of various demographics. We are an employee-owned company, therefore we know that everyone's contribution is crucial to our overall success. We strive to make each and every one of our employees not only feel valued and appreciated, but also empowered and supported in their roles. This calls for a methodical approach that takes into account varied circumstances and preferences.

To achieve equity, "we must meet people where they are, embrace their diversity as assets, and create an environment where every individual has the opportunity to flourish."

- Jackson Breyer, Head of Client Experience

Diversity, Equity and Inclusion (DEI) Leadership at Gazelda

Our approach is comprehensive and collaborative, involving both the company's top executives and staff members.

Our Diversity Council is a subcommittee of the firm's Operational Committee (a group of 30+ top professionals who provide guidance on the day-to-day activities of Gazelda) and is chaired by Katie Stursberg. The Council, which is comprised of members from our investment, client coverage, and operating platforms around the world, aids in formulating and executing the company's DEI strategy.

Employee Resource Group Leaders

Our ERG Leaders are a crucial resource for Katie Stursberg, the executive team, and the DEI team, serving as a forum for brainstorming and feedback on strategic matters. Our Employee Resource Groups (ERGs) often coordinate their programming, with an emphasis on intersectionality in many situations, to support the firm's DEI initiatives and increase employee engagement.

"Having diversity of all kinds-backgrounds, working methods, education and perspectives-leads to greater decision making. Independent perspectives, founded in the ability to bring our complete selves to work every day, contribute to richer discourse and better solutions."

- Katie Stursberg, Global Advisory Service

Accountability through Measurement

Our proprietary EP Equity, Inclusion and Diversity Index drives greater transparency into our progress, and challenges us to be more broadly accountable. We aim to set a higher standard with a goal to be a materially different firm over time that better reflects society and the rich diversity of our clients.

Employee Metrics

Total Population

Investment Professional

Non-Investment Professional

	Staff Diversity by % women (Global)
	38.9%
	23.1%
	44.8%

	Staff Diversity by % Ethnic Minority (U.S)
American Indian or Alaskan Native (Not Hispanic or Latino)	0.2%
	0.2%
	0.2%

Asian (Not Hispanic or Latino)	19.5%
	17.7%
	20.2%

Black or African American (Not Hispanic or Latino)	6%
	2.7%
	7.2%

Hispanic or Latino	6.8%
	2.6%
	8.4%

Native Hawaiian or Other Pacific Islander (Not Hispanic or Latino)	0.1%
	0.2%
	-

Two or more races	1.9%
	2.6%
	1.7%

White (Not Hispanic or Latino)	65.5%
	74%
	62.2%

Total Population

Investment Professional

Non-Investment Professional

	Staff Diversity by % women (Global)
	44%
	27.3%
	50%

	Staff Diversity by % Ethnic Minority (U.S)
American Indian or Alaskan Native (Not Hispanic or Latino)	-
	-
	-

Asian (Not Hispanic or Latino)	29.1%
	23.1%
	31%

Black or African American (Not Hispanic or Latino)	5.5%
	-
	7.1%

Hispanic or Latino	5.5%
	7.7%
	4.8%

Native Hawaiian or Other Pacific Islander (Not Hispanic or Latino)	-
	-
	-

Two or more races	1.8%
	0%
	2.4%

White (Not Hispanic or Latino)	58.2%
	69.2%
	54.8%

*Data is as of 12/31/2019, 12/31/2020, 12/31/2021, 12/31/2022 and 02/28/2023, for the respective years. Minority data, where shown, is for U.S. employees only. Employees are not legally required to self-identify their race/ethnicity or gender. Accordingly, this information is provided only as an overview of the race/ethnicity and gender makeup of our current employees.

Employee Resource Groups (ERGs)

Our Employee Resource Groups (ERGs) work with the company to offer unique ways to meet people and offer opportunities for everyone. Our ERGs lead focused efforts that help us understand what's going on in the world and let us make a real difference where they think it matters most.

Partnerships & Recognitions

Through our strategic DEI partnerships, we work with the best-in-class organizations around the world to increase our sourcing opportunities with different communities, make our work more accountable by comparing it to others', and share best practices more effectively.

About us
Diversity, Equity and Inclusion