Pensions & Investments Includes Polen Capital among “Best Places to Work in Money Management” for Eighth Consecutive Year

Polen Capital is pleased to announce that Pensions & Investments has recognized the firm as one of the “Best Places to Work in Money Management” for the eighth consecutive year. Polen Capital is a global asset manager delivering active, high-conviction, and competitively advantaged growth equity and high-yield credit strategies to clients worldwide.

Polen ranked among top firms in the category for asset managers with 100-499 employees. Presented by Pensions & Investments, the 12th annual survey and recognition program is dedicated to identifying and recognizing the best employers in the money management industry. Pensions & Investments also highlighted Polen’s efforts to promote financial wellness among its employees through services like WellCents.

“We are honored to receive this prestigious recognition from Pensions & Investments,” said Stan Moss, CEO of Polen Capital. “We are intentional about our work on culture with a focus on trust, feedback and learning. We strongly believe that an environment that resources and encourages both development and excellence leads to positive outcomes for our clients, community and team.”

“Employees at Polen know they’re important members of a team focused on achieving excellence,” said Rachel Trock, Chief People Officer at Polen Capital. “Employees are not only respected but encouraged to continuously learn and grow. They are given autonomy in their work and supported through other ways, like exceptional benefits to ensure their well-being. The result is a close-knit, inspired team that pulls in the same direction.”

“As their employees attest, the companies named to this year’s Best Places to Work list demonstrate a commitment to building and maintaining a strong workplace culture,’’ said P&I Executive Editor Julie Tatge. “Even as firms grappled with volatile markets and ongoing stresses from the pandemic, their employees said they felt strong support from their managers, enabling them to do their best work.’’

“Pensions & Investments is proud to honor the Best Places to Work in Money Management for the 12th year. A strong workplace culture that supports talent, advocates progress and drives innovation is paramount to driving the best outcomes and these asset managers demonstrate that. Congratulations to the 2023 honorees for their commitment to employee well-being, attractive incentive structures and talent development that demonstrate how investing in your employees can elevate our industry to greater heights,” said P&I President and Publisher Nikki Pirrello.

About Best Places to Work in Money Management

Polen Capital appears in Pensions & Investments’ Best Places to Work in Money Management in the category of asset managers with 100-499 employees as of December 11, 2023. The Best Places Work Award is managed by Best Companies Group (BCG). There is no cost to participate. BCG is compensated by Polen Capital for advertising and licensing fees.

Pensions & Investments partnered with Best Companies Group, a research firm specializing in identifying great places to work, to conduct a two-part survey process of employers and their employees.

The first part consisted of evaluating each nominated company's workplace policies, practices, philosophy, systems and demographics. This part of the process was worth approximately 25% of the total evaluation. The second part consisted of an employee survey to measure the employee experience. This part of the process was worth approximately 75% of the total evaluation. The combined scores determined the top companies.

For a complete list of the 2023 Pensions & Investments’ Best Places to Work in Money Management winners and profiles of the top 100 firms across size categories, go to www.pionline.com/BPTW2023

About Pensions & Investments

Pensions & Investments, owned by Crain Communications Inc., is the 50-year-old global news source of money management and institutional investing. P&I is written for executives at defined benefit and defined contribution retirement plans, endowments, foundations, and sovereign wealth funds, as well as those at investment management and other investment-related firms. Pensions & Investments provides timely and incisive coverage of events affecting the money management and retirement businesses. Visit us at www.pionline.com

About Polen Capital Management

Offering equity and credit investment solutions, Polen Capital is a global investment firm managing approximately $61 billion in assets (as of September 30, 2023) for institutions, financial advisors, and individuals seeking high-quality, active, concentrated strategies built for the long term. Polen has four autonomous investment teams, Large Company Growth, Small Company Growth, Emerging Markets Growth, and Credit, with offices in Boca Raton, Fla., Boston, London, and Hong Kong. Since 1989, Polen has built a distinctive culture aligned with its mission of preserving and growing clients’ assets to protect their present and enable their future. The firm has been recognized by Pensions & Investments as one of the industry’s “Best Places to Work” for each of the past seven consecutive years. For more information, visit www.polencapital.com or follow us on LinkedIn.

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