Evenlode Investment Management

We seek real, durable returns for our clients over the long term, investing in a sustainable way that contributes to a positive future.
Hidden mission statement
https://www.evenlodeinvestment.com/

Officially a Very Good
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Officially a Very Good
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Officially an Outstanding
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Officially an Outstanding
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Officially a World Class
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Officially a World Class
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Officially a Good
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Officially a Good
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Officially a Global*
Good Company
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Officially a Good
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Globally*

th
Best Company
to work for

Oxfordshire-based Evenlode Investment Management is an employee-owned business in the investment sector. The organisation sees itself as the bridge between clients' savings and the companies in which it invests.

Evenlode says it is in the business of ideas and views intellectual curiosity, a willingness to develop new ideas and the free flow of information across the team as crucial to its success and its aim of nurturing a collaborative culture.

It offers flexible working, a generous benefits package and a graduate trainee scheme to reinforce this. Evenlode Investment Management has started a foundation working with local charities, building long-term partnerships in its community. The foundation is at the very essence of our purpose as a company, and additionally, it has launched a charitable division to help address global problems in areas such as nature, inequality, science, education, and sustainability.

Evenlode Investment Management focus on the sustainable growth of its investors’ assets but also empowers our people to engage, collaborate, and improve outcomes for the wider community. It fundamentally believes investment can be a positive agent of change," says portfolio manager, Ben Peters.

Based in a converted barn just outside Chipping Norton, employee-owned Evenlode has grown from a start-up managing less than £1m of assets to a team of 30+ talented and motivated staff looking after £5 billion of client money. The company invests in the shares of high-quality companies over the long term, on behalf of individual and institutional clients.

A spotlight on

Evenlode Investment Management

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Featured Workplace Factors

Fair Deal

84% of staff agreed

I am paid fairly for the work I do relative to people in similar positions in similar organisations

The organisation ensures fairness for all by ensuring its remuneration is benchmarked by a third party specialising in the asset management industry. It also has a graduate scheme in place for investment analysts, who all start on the same salary and have the same increases year on year as their experience grows.

Giving Something Back

100% of staff agreed

This organisation has a strong social conscience

Evenlode has set up the Evenlode Foundation, which allocates up to 20% of profit each year. This money goes towards charities and early-stage investments. They also work with and donate to local charities and organisations in and around Chipping Norton - this includes the local secondary school and food bank.

My Manager

97% of staff agreed

My manager helps me to fulfil my potential

As a company, Evenlode Investment Management looks to hold training sessions every year for managers within the business, with this year’s focussing on mental health within the workplace. Additionally, the company is also signed up to CareFirst which provides face-to-face and virtual counselling sessions if needed.

Fair Deal
%

84% of staff agreed

I am paid fairly for the work I do relative to people in similar positions in similar organisations

The organisation ensures fairness for all by ensuring its remuneration is benchmarked by a third party specialising in the asset management industry. It also has a graduate scheme in place for investment analysts, who all start on the same salary and have the same increases year on year as their experience grows.

Giving Something Back
%

100% of staff agreed

This organisation has a strong social conscience

Evenlode has set up the Evenlode Foundation, which allocates up to 20% of profit each year. This money goes towards charities and early-stage investments. They also work with and donate to local charities and organisations in and around Chipping Norton - this includes the local secondary school and food bank.

Fair Deal
%

84% of staff agreed

I am paid fairly for the work I do relative to people in similar positions in similar organisations

The organisation ensures fairness for all by ensuring its remuneration is benchmarked by a third party specialising in the asset management industry. It also has a graduate scheme in place for investment analysts, who all start on the same salary and have the same increases year on year as their experience grows.

Quick Facts

Organisation established in
Founded in 2009
Total number of UK employees
Number of UK locations
38
Employee average age
62% : 38%
Male : Female employee ratio
100%
Employees earning £35k+
3%
Employee turnover (voluntary)
Quote from the top...

At Evenlode, through our employee ownership trust structure, we own the business collectively as a team and therefore have the freedom to set our own long-term plans. Our aim is to deliver an excellent, consistent service to our clients by working collaboratively in an enjoyable environment that offers a shared sense of purpose and great opportunities for everyone to learn and develop new skills. We are very proud of our Best Companies achievement, which we think helps to demonstrate the benefits of this employee ownership approach.

Hugh Yarrow, CEO - Evenlode Investment Management

Benefits

Development

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Gym / Sports

Companies offering free or subsidised sports facilities / activities / gym memberships to all employees.

Maternity

Companies offering at least 10 weeks’ full pay or generous alternative.

Private Healthcare

Companies offering private health insurance to all employees.

Pensions

Companies offering a final salary scheme to all employees, or one in which the employer's contribution is at least 5%.

Holidays

Companies offering a minimum of 26 days annual leave to all employees.

Latest Achievements

National Ranking
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12
Best Small Companies to work for in the UK
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12
Best Mid-Sized Companies to work for in the UK
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12
Best Mid-Sized Companies to work for in the UK
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12
Best Large Companies to work for in the UK
National Ranking
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12
Best Big Companies to work for in the UK
National Ranking
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12
Best NFP Organisations to work for in the UK
London
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Best Small Companies to work for in London
London
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Best Mid Sized Companies to work for in London
London
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Best Mid Sized Companies to work for in London
London
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Best Large Companies to work for in London
London
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Best Big Companies to work for in London
East of England
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Best Companies to work for in the East of England
The Midlands
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Best Companies to work for in the Midlands
The East Midlands
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Best Companies to work for in the East Midlands
The West Midlands
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Best Companies to work for in the West Midlands
The North East
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Best Companies to work for in the North East
The North West
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Northern Ireland
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Scotland
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Best Companies to work for in Scotland
The South East
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18
Best Companies to work for in the South East
The South West
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Best Companies to work for in the South West
Wales
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Best Companies to work for in the Wales
Yorkshire & The Humber
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Best Companies to work for in Yorkshire & The Humber
Sector Ranking
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7
Best Companies to work for in the UK
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Best Companies to work for in the UK
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Best Companies to work for in the UK
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Best Companies to work for in the UK
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Best Companies to work for in the UK
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Best Companies to work for in the UK
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Best Companies to work for in the UK
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7
Best Companies to work for in the UK
Sector Ranking
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7
Best Companies to work for in the UK
Sector Ranking
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7
Best Companies to work for in the UK
Sector Ranking
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7
Best Companies to work for in the UK
Sector Ranking
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7
Best Companies to work for in the UK
Sector Ranking
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7
Best Companies to work for in the UK
Sector Ranking
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7
Best Companies to work for in the UK
Sector Ranking
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7
Best Companies to work for in the UK
Sector Ranking
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7
Best Companies to work for in the UK
National Position
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12
Best
Small
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Company to Work For in the South West
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Company to Work For in Wales
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Company to Work For in Yorkshire & The Humber
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Company to Work For in the East Midlands
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Best
Company to Work For in the West Midlands
Sector Position
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7
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Interested in a career with
Evenlode Investment Management
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3 Star

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Evenlode Investment Management

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