2. 2
Doing our
job right for
85 years
Our mission is to deliver superior,
long-term investment results and
service to our clients and investors.
When we do our job right, millions
of investors around the world fulfill
their dreams and financial goals.
3. 3
Integrity
We strive to do what is right,
no matter what.
Consistency
We can be counted on to
act in a predictable manner.
Long-term Focus
We act with the long-term
interests of our clients in mind.
Rigorous Analysis
We make decisions based on
evaluation of sound research.
Accountability
We take responsibility for our actions
and deliver what is agreed upon.
Humility
Our focus is on our
clients, not ourselves.
Respect for Individuals
We treat people fairly and
embrace their diversity.
Collaboration
We work openly and
constructively together.
Ashley
5. 5
Our work
environment
Our offices and surroundings are thoughtfully planned to be
comfortable and beautiful, and they include a range of
spaces that allow for privacy, collaboration and relaxation.
Our workspaces are bright, open and state-of-the-art. We
offer ergonomic evaluations and sit-stand desks for greater
comfort and increased energy.
6. 6
Senior Business Support Associate
Iâm proud to work for an
organization that values
its associates and puts
thought into the work
environment.
Conner
7. 7
Community
involvement
Youâve found the right place if you want to make a difference
beyond your job. We have several community involvement
programs such as Matching Gifts, Dollars for Doers, Grant
Making, and Community Action Days â all driven by individual
associatesâ interests and involvement.
During the past 10 years, we've contributed more than US$240
million to charitable organizations around the world. Behind
every donation, there are associates who dedicate time,
energy and resources to causes that fuel their unique passions.
8. 8
Capitalâs Matching Gifts
Program demonstrates
the organizationâs
commitment to associates
and our communities by
matching every $1 an
associate gives to a
nonprofit with a $2
donation.
RJ
Senior Risk Analyst
9. 9
Rewards
& Benefits
In return for your contributions to our mission, youâll receive
premier compensation and benefits. Your total rewards
extend beyond competitive salaries and traditional benefits
to provide you opportunities to grow with us professionally,
personally and financially.
Grow financially Grow professionally Grow personally
Helping people achieve
financial security is what
we do at Capital and that
effort certainly extends to
our associates. We provide
highly competitive base
salary, eligibility for two
annual bonuses, a 401(k)
plan, access to commission-
free investments in our
mutual funds, and a
company-funded retirement
plan that ranks among
the most generous in our
industry.
We want you to grow and
develop with us. We make
investments in numerous
training courses and
resources â including an
emerging leadership
program developed in
partnership with the Harvard
Business School, and an
ever-growing library of self-
paced learning programs.
We care about you and your
family and think itâs important
that youâre able to balance
your career with a healthy
lifestyle and fulfilling life
outside of work. From the
day you join us, youâll receive
health and life benefits and
begin accruing sick and
vacation time. We also offer
family-friendly perks like
paid maternity leave,
adoption / surrogacy
assistance, and generous
commuter benefits.
10. 10
The adoption assistance
was a huge help.
I brag about Capital
and the benefits they
provide to everyone
I meet.
Brian
Business Information Resource
Group Specialist
11. 11
Senior Client Services Representative
A big win for me during
our wellness fitness
challenge was getting
to meet other associates,
and bringing groups
together for fun and
healthy activities.
Isaac
12. 12
I really value the Capital
Retirement Savings Plan.
There's no way Iâd be
able to invest 15% of
my income toward
retirement â this plan will
help provide a secure
retirement.
Philip
Senior Client Services Specialist
13. 13
Grow
with Capital
Learning at Capital happens every day through on-the-job
experiences, interactions with others, and formal training
programs. We offer many resources to help you grow in your
current role and prepare you for your next. Last year alone,
20% of our associates took new roles within the organization.
To keep your mind sharp and to continue to develop your
knowledge and skillset, youâll have access to an online platform
which provides tools and training opportunities. We also deliver
programs in partnership with the Harvard Business School and
Northwestern Universityâs Kellogg School of Management.
14. 14
Client Relationship Specialist Manager
The leadership program
is a very thoughtful
investment in employee
development. Which
is what I think of Capital
â very thoughtful
investors.
Jennifer
15. 15
Itâs been wonderful
having many of the
senior associates in
particular help out
and mentor me.
Phillip
Client Relationship Representative
16. 16
Investment Specialist
There are a lot of
smart people at Capital!
Many start off as
generalists but end
up specializing as they
gain experience.
Wen-Lene