Better Health for All

Evercore's core business of investment banking advisory and investment management has a neutral impact on health outcomes. The company demonstrates a strong commitment to mental health through several initiatives. The Evercore Foundation, established in 2021,

contributed in 2024 to organizations supporting the mental health of children and young adults, focusing on sustained, long-term impact. This includes supporting Sandy Hook Promise, which has trained individuals to identify warning signs of violence, leading to 16 prevented school shootings. Additionally, Evercore's EverWELL program provides employees with mental health programs, mindfulness workshops, and tools to improve mental resilience. The company's operations do not involve direct health risks, health data management, or healthcare workforce development, and it does not offer health-related products or services requiring accessibility or specific health education.

Fair Money & Economic Opportunity

Evercore Partners Inc. operates as an investment banking advisory firm and provides investment management services primarily to institutional investors and high-net-worth individuals. Its business model does not involve offering consumer lending, deposit services, or other retail financial products to the general public, including underserved or minority segments. As such, the company does not have consumer-facing APRs, fee structures, loan books for micro-segments, or financial literacy programs aimed at the broad consumer market. There is no evidence of revenue from high-cost consumer products, nor any regulatory findings related to consumer fair lending. The provided articles discuss employee volunteer programs

and internal diversity initiatives but do not offer any data relevant to the specific quantitative metrics for 'Fair Money & Economic Opportunity' as defined for consumer financial services.

Fair Trade & Ethical Sourcing

Evercore is an investment banking advisory firm, and its business model does not involve the procurement or trade of physical commodities, rendering many fair trade and ethical sourcing KPIs not applicable. For the financial year ending December 31, 2024, the company's UK Modern Slavery Act Statement reported no evidence of modern slavery within its business to date

and assessed a low risk of such issues arising in the future due to its business nature . Evercore undertakes ongoing risk assessments related to staff and supply chains . The company maintains a zero-tolerance approach to slavery and human trafficking , providing ongoing training to staff involved in procurement . Its Code of Business Conduct and Ethics states that reported violations will be promptly investigated .

Honest & Fair Business

The company's financial filings indicate no corrections of errors to previously issued financial statements or restatements requiring recovery analysis of incentive-based compensation.

Minor reclassifications in 2025 and 2024 had no impact on previously reported Net Income. The company provides an ethics hotline and website for anonymous and confidential reporting of concerns, with complaints regarding accounting, internal controls, or auditing matters specifically reported to the Chairman of the Audit Committee. The company has developed and implemented policies and procedures designed to ensure strict compliance with anti-bribery, anti-money laundering, anti-corruption, and other laws, including the U.S. Foreign Corrupt Practices Act and the U.K. Bribery Act 2010. Loan agreements include clauses prohibiting the use of proceeds in violation of Anti-Corruption Laws, and a Vendor Risk Management program is in place for third parties.

Planet-Friendly Business

No specific, concrete data points were provided in the articles for any of the environmental performance KPIs. While Evercore hosts a Global Clean Energy & Transition Technologies Summit

and has published Sustainability Reports for 2021, 2022, 2023, and 2024 , these facts do not provide the quantitative metrics required by the rubric for scoring any specific KPI.

Respect for Cultures & Communities

No specific, concrete data points were found in the provided articles that directly address Evercore Partners Inc.'s performance regarding formal partnerships with indigenous or local community groups, revenue reinvested in local community development, cultural appropriation incidents, cultural impact assessment protocols, local employment ratios, community grievance mechanisms, community complaint resolution times, FPIC participation rates, community governance inclusion, cultural preservation investment, local procurement share, indigenous supplier engagement, cultural site protection, social license to operate, charitable giving to cultural heritage organizations, community fund allocation, language inclusivity, cultural incident response, or cultural sensitivity training completion. The articles primarily offer general ESG risk ratings

or discuss internal diversity and inclusion initiatives without providing the detailed, quantitative evidence required for these specific KPIs.

Safe & Smart Tech

Evercore has not reported any recent security news or data breaches.

The last documented cyberattack occurred in December 2018, resulting in the theft of 160,000 data objects, though no evidence of misuse was found. This means the company has had no breaches in the past five years despite being a high-value target. There are no documented incidents of unauthorized data use by the company. Evercore's global privacy notice, effective January 30, 2024, outlines user rights including access, correction, erasure, and data transfer requests, demonstrating good user privacy controls. The notice also details compliance with data protection laws across multiple jurisdictions, such as the UK, Europe, California, and Singapore, indicating good regulatory compliance.

Zero Waste & Sustainable Products

Evercore Partners Inc. does not have a publicly available sustainability report on ResponsibilityReports.com.

Consequently, no quantitative data, regulatory actions, certifications, or other specific information related to waste reduction or sustainable products could be extracted from the provided article to assess the company against the defined KPIs.