Organization

LPL Financial

3 members

Corporate ratings

High Risk

LPL Financial was rated high risk largely due to its philanthropic giving and employment practices that emphasize identity-based criteria over merit, along with significant political funding and advocacy activity. These factors, combined with a pattern of governance decisions influenced by activist pressure, led to elevated scores across most bias categories.

CancellationsMedium Risk
Discriminatory PhilanthropyHigh Risk
Employment ProtectionHigh Risk
Advocacy BiasMedium Risk
FundingHigh Risk
Political ActionsHigh Risk

Assessment by 1792 Exchange. Summary generated by IJR from their published rating.

3 members

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Finance
Coronation Fund Managers Increases Stakes Across Stocks
Coronation Fund Managers Ltd. boosted its stakes across multiple companies in the first quarter, including Zillow Group, LPL Financial, IQVIA, and Mid-America Apartment Communities, expanding positions by varying magnitudes. The moves illustrate a broad diversification across financial services, healthcare data, and real estate as the fund grows its portfolio with new and larger holdings.
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LPL Financial

Corporate ratings

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Coronation Fund Managers Increases Stakes Across Stocks

LPL Financial

Overview

Corporate ratings

Comments

Coronation Fund Managers Increases Stakes Across Stocks

LPL Financial across IJR

Overview

LPL Financial across IJR