Better Health for All

Diamond Hill Investment Group, Inc. is an investment management firm. Its core business activities do not directly involve developing accessible medical treatments, providing preventative healthcare solutions, or championing mental and physical wellness programs. The provided articles do not contain specific, concrete data points that directly measure the company's performance against the 'Better Health for All' KPIs, which are largely designed for companies with direct health-related products or services. While one article mentions a net positive impact score of +0.19 for 'Health' from an ESG model, this is not a direct measure of the health effect of the firm's principal goods or services in the context of the rubric's quantitative thresholds.

Therefore, most KPIs are scored as 0, indicating that they are not applicable to the company's business model.

Fair Money & Economic Opportunity

Diamond Hill Investment Group is an investment management firm, and as such, several KPIs related to consumer lending or banking services are not applicable. The company is not regulated as a lender, and no fair-lending history is available.

It does not provide debt products to consumers, nor does it operate financial service access points or offer financial products requiring disclosure in the context of consumer readability. The company does not generate or manage customer finance data in the context of open-banking APIs. Diamond Hill has pledged over $1 million over five years to anti-racism and DEI efforts, with over 90% of pledged funds distributed or committed. This represents less than 1% of its annual pre-tax profit reinvested in community or empowerment initiatives, based on typical profit margins for investment firms of this size. The company offers a financial literacy program with a local elementary school and a HOPE Inside financial coaching location, providing basic financial information, but there is no evidence of structured programs or outcome tracking for a broader customer base.

Fair Pay & Worker Respect

For the 2024 fiscal year, the CEO's total compensation was 10 times the median employee pay.

The company's five-year average employee turnover rate is 7%. Employee reviews on Glassdoor show a 46% recommendation rate and 50% CEO approval. No regulatory actions, violations, fines, or compliance issues related to labor have been mentioned in the provided articles.

Fair Trade & Ethical Sourcing

Diamond Hill Investment Group, Inc. is an investment management firm.

Its business model does not involve the procurement or trade of physical commodities, nor does it have a traditional supply chain for goods. Consequently, KPIs related to fair-trade certifications, supplier audits for welfare or sourcing, exposure to upstream labor practices, traceability of physical supply chain tiers, remediation processes for supply chain violations, ethical sourcing clauses in supplier contracts for physical goods, or sourcing of high-risk materials are not applicable to its operations. No quantitative data for supplier diversity spend is provided in the articles.

Honest & Fair Business

Diamond Hill's fund governance states that 100% of its board members are free from material conflicts of interest.

The company has an FCPA-compliant anti-corruption policy, but the provided information indicates that training is infrequent and lacks effectiveness metrics. For ethical claims and compliance, approximately 50% are independently verified with a standardized scope. The company's code of ethics includes a $100 annual gift limit per source and a 90-day holding period for mutual fund shares for employees. The Chief Compliance Officer is responsible for monitoring compliance with this code.

Kind to Animals

Diamond Hill Investment Group, Inc. is an investment management firm. The company has no significant involvement in animal testing, fur, or specialty leather.

As such, it does not have products requiring cruelty-free certification, engage in animal testing, operate animal-related facilities, source animal products, or have an R&D budget for animal-free technologies. Therefore, these KPIs are not applicable to its core business operations. While the company supports proposals for increased transparency on sustainability efforts, there is no specific evidence of engagement in animal welfare policy improvement or advocacy.

No War, No Weapons

Diamond Hill Investment Group's funds have 1.88% of their total assets, amounting to $185.78 million, invested in controversial weapons.

Additionally, 3.48% of fund assets ($343.49 million) are invested in military weapons, and 1.98% ($195.2 million) in nuclear weapons. There is no evidence of any divestment from these defense-related assets.

Planet-Friendly Business

The company reports implementing a smart water dispenser, which prevented 15,000 plastic bottles, saved 3.3 tons of CO2, and protected 3.9 acres of US forest annually.

However, no specific quantitative data is provided for total greenhouse gas emissions, renewable energy usage, water consumption per revenue, waste diversion rates, or any other environmental performance metrics. There is also no information on science-based targets, green building certifications, or climate-related financial disclosures.

Respect for Cultures & Communities

Diamond Hill supported 154 organizations in 2024.

Approximately 80% of the company's 127 employees reside in Ohio. New associates are required to complete unconscious bias training within their first 90 days of employment, and associates have completed inclusive culture and allyship courses. No cultural appropriation incidents have been reported. The company's operations do not involve FPIC processes or directly impact cultural contexts, thus no specific cultural impact assessment protocol or FPIC participation rate is applicable. The company donated $752,960 in 2024, but the percentage specifically allocated to cultural heritage organizations is not provided.

Safe & Smart Tech

The company's information security program is ISO 27001 certified, indicating comprehensive certifications including advanced standards.

It states that it does not sell, share, or rent personal information, and no incidents of unauthorized data use are documented. California residents have the right to request information, access, correction, and deletion of their personal information, which aligns with industry-standard user privacy controls. In 2023, the company experienced 12 potential cybersecurity incidents with an average mitigation time of 4.2 hours, demonstrating a transformative vulnerability management approach. The company retains personal information as long as reasonably necessary or as required by applicable law, regulation, or record-retention policy, which is a standard data retention practice. It complies with the California Consumer Privacy Act (CCPA), California Privacy Rights Act (CPRA), and the federal Gramm-Leach-Bliley Act (GLBA), indicating good compliance with all applicable regulations. In 2023, the company invested $1.5 million in cybersecurity, which is an industry-average investment relative to its revenue.

Zero Waste & Sustainable Products

Diamond Hill Investment Group, Inc. has implemented at least one waste reduction initiative, specifically a smart water dispenser that saves 15,000 plastic bottles annually.

This initiative is reported to prevent 3.3 tons of CO2 emissions and protect 3.9 acres of US forest.