MASHINIi

Victory Capital Holdings, Inc..

VCTR.US | Fund management activities

Victory Capital Holdings, Inc. is a diversified global asset management firm. It provides investment management and advisory services to institutions, intermediaries, retirement platforms and individual investors. The company offers investment strategies through differentiated investment boutiques, ...Show More

Ethical Profile

Mixed.

Not enough information to create an ethical profile.

Value Scores

Better Health for All0
-100100
Fair Money & Economic Opportunity0
-100100
Fair Pay & Worker Respect0
-100100
Fair Trade & Ethical Sourcing0
-100100
Honest & Fair Business0
-100100
Kind to Animals0
-100100
No War, No Weapons0
-100100
Planet-Friendly Business-20
-100100
Respect for Cultures & Communities-10
-100100
Safe & Smart Tech-10
-100100
Zero Waste & Sustainable Products0
-100100

Better Health for All

0

No evidence available to assess Victory Capital Holdings, Inc. on Better Health for All.

Fair Money & Economic Opportunity

0

No evidence available to assess Victory Capital Holdings, Inc. on Fair Money & Economic Opportunity.

Fair Pay & Worker Respect

0

No evidence available to assess Victory Capital Holdings, Inc. on Fair Pay & Worker Respect.

Fair Trade & Ethical Sourcing

0

Victory Capital Holdings, Inc. is an asset management firm, and its core business does not involve the procurement or trade of physical commodities. Consequently, KPIs related to fair trade certification, supply chain audits for physical goods, forced/child labor incidents in a manufacturing supply chain, traceability of physical provenance, remediation speed for sourcing violations, and materials risk are not applicable to its operations. The provided articles confirm a lack of quantitative data for these specific metrics, aligning with the nature of the company's service-based business model.

1
No evidence was found for supplier diversity spend, leading to its omission.
2

Honest & Fair Business

0

No evidence available to assess Victory Capital Holdings, Inc. on Honest & Fair Business.

Kind to Animals

0

Victory Capital Holdings, Inc. is a diversified global asset management firm. Its core business involves investment management and advisory services. The provided articles focus on the company's ESG integration, employee programs, and general corporate responsibility, including memberships in organizations like UNPRI and SASB Alliance, and engagement in proxy voting on ESG issues.

1
However, there is no explicit evidence in the articles regarding animal testing, cruelty-free certifications, humane operations, wildlife conservation impact, ethical input substitution, cage-free sourcing, or specific animal welfare policies or investments in animal-free alternatives. As a service-oriented company, these KPIs are not directly applicable to its core business model, and no relevant data was found.

No War, No Weapons

0

Victory Capital's AI Acceptable Use Policy prohibits the use of AI to drive any investment process or advice, indicating that AI is not used militarily, scoring 0 for ai_military_safeguards.

1
The company is a signatory of the UN-supported Principles for Responsible Investment (UNPRI) since 2020 and reported for the first time in 2023.
2
However, third-party ESG ratings from MSCI (BBB), Sustainalytics (21.7 Medium Risk), and ISS (C-, Not Prime) indicate major gaps in overall ESG performance, scoring -90 for ungp_alignment.
3
The company's client-led exclusions include weapons, and its non-US domiciled funds apply Amundi's Responsible Investment Policy framework, which includes specific exclusions related to controversial weapons, scoring 50 for ethical_red_lines_coded.
4
An independent audit confirms zero links to controversial weapons, scoring 20 for zero_exposure_controversial_weapons.
5

Planet-Friendly Business

-20

The provided articles primarily focus on Victory Capital Holdings, Inc.'s financial performance and strategic operations, with limited information on its direct environmental impact. However, the 2024 Annual Report Summaries explicitly state that no specific regulatory violations or fines related to environmental compliance were mentioned.

1
This indicates a record of zero reported environmental compliance violations.

Respect for Cultures & Communities

-10

Victory Capital has established five formal partnerships with local community groups, including Xavier University of Louisiana, the University of Texas at San Antonio, the San Antonio Spurs, The Children's Hospital of San Antonio, and the Nevada State Treasurer/College Savings Board.

1
The company has reported no cultural appropriation incidents.
2
As an asset management firm, its operations do not typically impact cultural contexts, and thus, no specific cultural impact assessment protocol or FPIC processes are applicable. While the company made a $1,107 book donation to the San Antonio African American Community Archive and Museum,
3
there is no specific percentage of reinvested funds allocated to cultural preservation. Similarly, while Victory Capital matches donations to arts and cultural organizations,
4
the articles do not provide a specific percentage of company revenue donated to cultural heritage organizations. The company uses AI and linguistics algorithms to ensure inclusive language in job posts and communications,
5
but a specific language inclusivity score is not provided. In response to the Uvalde school shooting, the company donated $60,000 to the Robb School Memorial Fund,
6
indicating a reactive response to a cultural incident. Employees annually complete an inclusive culture course,
7
but there is no specific data on the percentage completing cultural sensitivity training.

Safe & Smart Tech

-10

Victory Capital Holdings, Inc. reported no known material cybersecurity threats or incidents affecting its business as of February 28, 2025, indicating no breaches in the past three years.

1
The company provides mandatory security awareness training at hire and periodically, which includes phishing simulations.
2
No incidents of unauthorized data use have been mentioned.
3
The privacy policy details user options to limit data sharing.
4
The company implements systems access controls and recommends multi-factor authentication (MFA) for investment accounts.
5
Third-party penetration testing is performed with provider rotation.
6
The company states compliance with the Investment Advisers Act of 1940, the Investment Company Act of 1940, and federal and state laws regarding consumer data sharing.
7

Zero Waste & Sustainable Products

0

No evidence available to assess Victory Capital Holdings, Inc. on Zero Waste & Sustainable Products.

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AI-generated analysis based on publicly available data. Not financial advice. Ratings are expressions of opinion derived from automated models and may contain inaccuracies. See our Risk Disclosure for full details.