To deliver superior investment performance by consistently taking a long-term view and fully integrating sustainability research within a rigorous framework of fusion analytics. Delivering outstanding investment results will also achieve our goal of proving the business case for Sustainable Capitalism.
To create long-term client partnerships by delivering unique investment insights and exceptional client service.
To attract, retain and develop the best professionals within a passionate investment culture and with whom we share a commitment to Our Values.
Guided by relentless focus on our eight imperatives, we will constantly strive to implement the critical initiatives required to achieve our vision, in the many constituencies we serve. All of our long-term strategies and short-term actions will be moulded by a set of core values that are shared by each and every associate.
We uphold the highest standards of ethics and professionalism in our dealings with our clients, colleagues and other stakeholders.
Open communication and accountability are critical in all aspects of our business dealings with clients.
We believe in the importance of long term, trust-based relationships and that our clients help guide our business.
People are our most important resource; having talented, committed individuals, working together collaboratively is fundamental to our success.
Being self-starting and opportunistic are important ingredients in delivering value to our clients.
By not limiting ourselves to traditional thinking, we have developed differentiated solutions to achieve the objectives for all of our stakeholders.
We believe in strong alignment of interests with our clients. Trader Oracle and its staff are important investors in each of our funds.
Trader Oracle is employee-owned and independent ensuring that our clients receive unbiased advice based on their objectives and our breadth of experience.
To be recognized for delivering successful solutions for all finance professionals seeking investment management-related education, knowledge, professional development, connection, or inspiration.
Lead the investment profession’s thinking in the areas of ethics, capital market integrity and excellence of practice and maintain established dominance in this region thereby limiting threats from competitors ensuring our persistent visibility in the market.