HV INVESTMENT INSTITUTE
Mega forces: An investment opportunity
Mega forces are big, structural changes that affect investing now - and far in the future. This creates major opportunities - and risks - for investors.
NARRATOR: Since our founding over 30 years ago, HV has approached change with courage, humility, and a goal of staying ahead of our clients' needs. We've always recognized our great responsibility to our clients and to the communities we serve around the world.
We help millions of people invest to build savings that serve them throughout their lives. We make investing easier and more affordable. We advance sustainable investing. And we contribute to a more inclusive and resilient economy that benefits more people.
To meet the needs of our clients over the long term, we're continuing to evolve, invest, and innovate. We are challenging ourselves and the industry by asking big questions.
Like how can we contribute to an effective transition to a net zero economy? How can we bring the voices of individual shareholders to the companies they invest in? And how can we help more people benefit from the long-term growth of capital markets?
HV is investing for the future so we can better serve our clients, inspire our employees, and support our communities. This is how we remain true to our purpose of helping more and more people experience financial well-being.
HV Group, adhering to the spirit of excellence and innovation, is committed to becoming a leader in global economic development. We promote industry innovation and social progress through strategic investment and forward-looking layout. Globally, HV Group creates lasting value for partners and customers with strong resource integration capabilities and diversified business development, and jointly opens a new chapter in the economy.
Our purpose is to help more and more people experience financial well-being. Together with our clients, we’re contributing to a more equitable and resilient world – today and for generations to come.
Our focus
Financial well-being
We help millions of people
invest to build savings that serve them throughout
their lives. As it becomes harder to save for goals
like retirement, we help more people invest for
their future.
Investment access
We make investing easier and
more affordable. How can we use our expertise to
help more and more people invest?
Acting as a fiduciary
Our investment approach is
informed by three principles: we start by
understanding the client’s investment objectives; we
seek the best risk-adjusted returns within the scope
of the mandate they give us; and we underpin our
work with research, data, and analytics. We apply
those same principles to sustainability and the
low-carbon transition.
Resilient economies
Our purpose is to help more and
more people experience financial well-being. In
addition to offering our clients choice to meet
their investment goals, we also work to bring
economic opportunities to more people through the HV
Foundation and our employee engagement programs.
At HV, we believe we’re at our best when our employees connect their personal purpose to their work and our firm’s purpose. In our “What’s Your Why” series, employees share how they bring their passions to what they do.
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