Investment and research center, Take your practice to the next level with cutting-edge technology solutions.
We are committed to making a difference in how we manage money, develop our workforce and lift our communities. We come to work each day knowing that our daily efforts benefit life-saving medical research. This Prosper with Purpose®️ model is a source of pride and inspiration for every Brook Investment and Assets Management Capital employee
Employees are encouraged to become involved in their communities and support their commitments by participating in non-profit organizations and providing different ways to give and make their contributions go further through matching and grantmaking. In fact, over 7,000 volunteer hours annually are contributed by our employees
This matching-gifts program recognizes employees’ contributions of time and money by enabling them to direct up to $7,000 annually to 501(c)(3) organizations, including a 2-to-1 match to employees supporting civil rights or social action and advocacy efforts.
Twice yearly, the Foundation considers grant applications from 501(c)(3) organizations with preference toward those whose work is sustainable, inspires growth and in which our employees have significant and recurring involvement. The Foundation gifts, on average, about $60,000 each year in grants ranging from $500 to $2,500. The Foundation has granted $7.7M since its inception in 2013.
We encourage our staff to play an active role in the communities they work in, for instance by supporting participation in local volunteering activities.
We also invest in good causes that are aligned with our own culture and values and those that help children and students maximise their talents. Each year the Group allocates a global budget to match staff donations to international charities for specific causes. In the past years we have collected and donated funds for the fight against Ebola, the appeal for Typhoon Haiyan in the Philippines, the tsunami in Japan, the Sichuan earthquake in China and for research on neuroendocrine tumours.
We make donations to various local charities such as the Alzheimer’s Society and Brainwave initiative in the UK and the International Federation of Red Cross and Red Crescent Societies in different locations.
Examples of our local community affairs and charity engagement:
In our inaugural CSR Annual Report, we highlight our global impact – from the long-term success of Celebration with Service and partner highlights, to some of our more recent efforts in response to COVID-19 as well as racial and social injustice.
Brooklimited IMPACTSA commitment to service is fundamental to our culture. Whether it is our clients, our colleagues, or our communities,
we have dedicated ourselves to leveraging our skills, experience and resources to make a positive impact.
Since we re-emerged as an employee-owned firm just over a decade ago, we’ve volunteered 56,000 hours, worked with
15,000 children, served 20,000 meals and beautified hundreds of community spaces around the world.
While we volunteer with nearly 90% of our grantees globally, three of our key community partners receive the highest level of service from our employees—allowing us to create a positive, critical impact on these organizations and the children they serve
The Association to Benefit Children(ABC) is a "best-in-class" organization dedicated to fostering academic readiness and life preparedness for disadvantaged children and their families through comprehensive services designed to permanently break the cycle of poverty. ABC receives significant funding from the Foundation and has welcomed hundreds of Brook Investment and Assets Management Capital employee volunteers throughout our longstanding collaboration.
Each year, Brook Investment and Assets Management Capital employees package and hand out full Thanksgiving meals
to families of the ABC community.
Frederick Douglass Academy II (FDA II) is a public school in Harlem that seeks to provide predominantly
low-income students with an educational foundation that will enable them to succeed and thrive in and beyond college.
Our alliance focuses on academic enrichment in mathematics; college and career awareness; personal finance
literacy; and developing leadership skills. The Brook Investment and Assets Management Capital/FDA II Presidents Club
recognizes students with strong test scores and high levels of school attendance. Students enjoy one-on-one job shadow
opportunities, leadership-building activities and an annual lunch with the Chief Investment Officer – Equities. The
Financial Fitness Club was started to give students a high level overview on personal finance. Students learn about
financial wellness topics, including budgeting, saving, spending and basics on investing.
Fiver Children’s Foundation is a comprehensive youth-development organization that makes a ten year commitment to
children from underserved communities throughout the New York area. Through summer and year-round programming, Fiver
empowers children to make healthy decisions, become engaged citizens, and succeed in school, and beyond. Since 2015
Brooklimited employees have teamed up with Fiver to create “Fiver fund Camp”, a signature afterschool financial
education program taught by Brooklimited volunteers - covering everything from “smart spending” to “money and the
economy” to “stocks and bonds”. The Camp ends with a stock market where Fiver students can put their learning into
practice and increase their exposure to the world of investing.
Each year, Brook Investment and Assets Management Capital employees package and hand out full Thanksgiving meals
to families of the ABC community.
Each May, we celebrate the anniversary of our reemergence as an independent company with a global “Celebration with Service”—a week of volunteer projects during which we use our talents to benefit others
Since 2010:
Below are a few of the high-impact nonprofit organizations we partner with throughout the year:
The Ali Forney Center’s mission is to protect homeless LGBTQ youth (ages 16- 24) in New York City from the harms of homelessness and empower them with the tools necessary to be safe, live independently, and thrive.
Debate Mate improves social mobility for disadvantaged youth by teaching key skills through after school debate programs for schools in the United Kingdom
Greenhouse Sports uses inspirational sports coaching and mentoring to engage young people in the United Kingdom who may be disengaged, vulnerable or facing disadvantage to develop the social, thinking, emotional and physical skills that help them thrive.
HandsOn Hong Kong develops service programs in partnership with local, under-served non-profit organizations and connects them with the volunteer manpower they need to achieve their mission
Honeypot is the only charity in the United Kingdom that provides continuous support for young careers aged 5-12.
Ignite helps unstably housed young people in Chicago, ages 14 to 26, get their youth back and take the first step toward their journey to a stable home and a future with promise.
LIFT coaches help parents set objectives like securing a safe home, living wages and a better education and then connects them to the financial resources and networks they need to make those dreams a reality
Project Syncere (Supporting Youth’s Needs with Core Engineering Research Experiments) prepares the minds of underrepresented students in Chicago and create pathways for them to pursue careers in STEM
QCCA Queens Crescent Community Association works to alleviate poverty in the Gospel Oak neighborhood outside of London by offering support, guidance, resources and activities and focusing on youth, the elderly, and vulnerable families
Brook Investment and Assets Management Capital Academy is an initiative that seeks to share knowledge with our
clients and the wider community to help enhance their understanding of the investment world. It is set across three
pillars.
First, we share our expertise with our clients through the publication of educational insights, aiming to help our
audience making better decisions instead of promoting any of our funds.
Through local partnerships, we support our distributors by providing them with specific knowledge. In the U.S,
Brooklimited has reached six years in partnership with psychologists and internationally renowned authors in the field
of cognitive psychology, who produces the weekly behavioural finance lessons published on our website. In Spain,
Brook Investment and Assets Management Capital is working with the Spanish Stock Exchange. In the UK: Access to some of
the brightest minds in the world of science and engineering. Unparalleled environment to leverage state-of-the-art
technology.
We proudly sponsor initiatives that support the financial education of the youngest. In the most recent one, we
sponsored the publication of a children’ book communicating basic finance and economics education (Basic economic
principles: savings and investment). We are also the proud sponsors of the book “Business, Funding and Entrepreunership”.
We look at D&I as an ongoing learning journey. There is much for each of us to learn, unlearn and relearn to tackle the effects of unconscious bias and to have the courageous conversations needed for a healthy, high-performing culture. At a corporate level, we are focused on:
Our corporate board-level Diversity and Inclusion Committee and 16-member Diversity and Inclusion Council, a cross-section of firm professionals, each drive activities designed to create an inclusive workplace culture where diversity is not only accepted but built into the fabric of the organization.
We are continuously implementing ways to reduce our environmental footprint across global operations and supply
chains to help protect our collective future. We’ve made significant reduction efforts in the areas of energy,
paper, waste and water use.
Additionally, our Mountain View office has implemented the comprehensive waste, energy, water, pollution and wastewater
practices required to attain membership in the California Green Business Network .
From an investing standpoint, we believe in genuine ESG integration, making significant, ongoing investments in
extensive resources, and in-house training and education.
We have set ourselves 6 main environmental objectives. They target our water consumption, emissions, waste and advocacy. Going forwards, we will disclose in the annual report our progress
In 2018 we reduced greenhouse gas emissions by 12% compared to the previous year. This was achieved primarily through a reduction in business travel.
Our two largest offices are located in modern buildings respectively rated LEED Gold (Leadership in Energy and Environmental Design) and BREEAM “excellent” for sustainability