Better Health for All

AlTi Global, Inc. is a wealth and investment management firm, and its core business activities do not directly involve health-related products or services. The company's principal goods and services are assessed as having no significant positive or negative health impact.

While AlTi Global launched a Social Progress Index to track health, this is a tracking tool and partnership, not a direct health-impacting product or service. There is no evidence of revenue from products with negative health outcomes, direct user harm, health product pricing, or engagement with vulnerable populations for health needs. The company does not offer health-related products, conduct clinical trials, or operate in the pharmaceutical or food industries, making many health-specific KPIs not applicable.

Fair Money & Economic Opportunity

AlTi Global, Inc. is a wealth and investment management firm that primarily serves high-net-worth individuals, families, institutions, entrepreneurs, and business owners.

The company does not offer lending or deposit services to consumers, nor does it provide consumer credit products. Therefore, KPIs related to underserved client share, pricing fairness, exploitative fee exposure, inclusion initiatives, fair lending compliance, wealth building outcomes for general consumers, debt burden ratio, geographic inclusion for the general public, and product simplicity for consumer financial products are not applicable to its core business model. While the company offers tools and insights on financial literacy and custom learning sessions, these are provided to its existing client base, which consists of high-net-worth individuals and families, rather than broad underserved populations. The company also guides clients on philanthropy and mission investing, but this is a service for its clients' capital, not a direct reinvestment of its own profits into community finance or profit-sharing with underserved communities. The firm provides clients with a single, customized, mobile-enabled view of their investments and performance, including complete coverage of financial, investment, and ownership assets, detailed performance attribution, analysis of portfolio exposures, and a record of all fees and expenses, with access to online reporting and benchmark data. This aligns with providing full read/write APIs plus consent dashboards for customers.

Fair Pay & Worker Respect

AlTi Global's employee engagement, based on 12 Glassdoor reviews, shows an overall rating of 3.3 out of 5, a culture rating of 3.1 out of 5, and a senior management rating of 2.9 out of 5.

The CEO approval rating is 36%, and the average review recommendation is 23%. A company study conducted between April and September 2023 found that 65% of surveyed family offices reported concerns about staff retention. The UK Financial Conduct Authority (FCA) commenced investigations into the historic performance of certain group entities regarding their services to Home REIT and/or HLIF, focusing on whether false or misleading statements were made or if FCA rules were breached.

Fair Trade & Ethical Sourcing

AlTi Global, Inc. is a wealth and investment management firm, meaning KPIs related to physical commodities and extensive manufacturing supply chains are largely not applicable. The company reports zero substantiated forced or child labor incidents in the provided texts.

Altisource prohibits forced labor and child labor, and conducts due diligence and establishes processes to help avoid exploitation. As no violations are reported, no remediation processes are required.

Honest & Fair Business

AlTi Global has a whistleblower policy in accordance with SEC rules, providing confidential and anonymous submission procedures via a hotline and secure web form for concerns regarding accounting, internal accounting controls, or auditing matters.

Reports are delivered directly to the Audit, Finance and Risk Committee and the Global General Counsel, and the company forbids retaliation against good-faith reporters. Users can track the status of their messages. The company's financial statements are required to conform to generally accepted accounting rules, prohibiting undisclosed accounts or false entries, and no recent restatements are mentioned. The company has an anti-corruption policy that prohibits bribes, kickbacks, or other improper payments, transfers, or receipts. The Audit, Finance and Risk Committee is composed of independent directors as defined by Nasdaq and Exchange Act rules, and it reviews all related party transactions for potential conflicts of interest. However, the percentage of the overall board free from material conflicts of interest is not specified.

Kind to Animals

AlTi Global, Inc. is a wealth and investment management firm, and its core business model does not involve activities such as product manufacturing, animal testing, animal-derived ingredients, animal husbandry, or direct impact on wildlife habitats. Therefore, most animal welfare KPIs are not applicable. While AlTi's Sorenson Impact Advisory works with families on thematic objectives including protecting wildlife and advancing animal welfare,

and AlTi provides guidance on philanthropy and mission investing to achieve social and environmental outcomes, this evidence pertains to client advisory services and investment themes, not direct company actions, measurable impacts, or policy engagement by AlTi itself.

Planet-Friendly Business

AlTi Global, Inc. has no reported environmental compliance violations, regulatory actions, fines, or issues.

The company, which transitioned to publicly traded in January 2023, operates in the financial intermediation industry, noted for its very low carbon intensity. AlTi is actively developing processes to measure its environmental performance and plans to evaluate its carbon footprint in 2024. It is also exploring participation in carbon offsetting programs. The Board's Environmental, Social and Governance and Nominating Committee oversees the company's ESG strategies. However, specific data on carbon emissions, renewable energy use, water consumption, waste diversion, or validated climate targets is not publicly available.

Safe & Smart Tech

The company provides strong user data control, allowing clients to request disclosure, deletion, and correction of their personal information.

Requests for access, deletion, or correction are acknowledged within 10 business days and substantively responded to within 45 days, with opt-out requests processed within 15 business days. The company states compliance with the Gramm Leach Bliley Act (GLBA), SEC Regulation S-P, California Consumer Privacy Act (CCPA), California Civil Code Section 1798.83, and Oregon Consumer Privacy Act (OCPA), and mentions compliance with data protection laws in the EEA, Switzerland, and UK. Data retention periods are determined by the length of time necessary to provide services, comply with legal obligations, or protect legal rights, which is a standard practice.

Zero Waste & Sustainable Products

The provided articles do not contain any specific data or metrics related to AlTi Global, Inc.'s waste reduction efforts, sustainable product design, packaging, or other aspects of zero waste and sustainable products.

Both articles explicitly state the absence of such information.