The Happiness Return takes in the wider issues of a company’s operation. It has a ‘helicopter view’ of the aims and beliefs of stakeholders, including employees and also the impact of a company’s products and services on the community.

Our founders, the Lee Kum Kee Group, instinctively found early on that companies which strive to do good and build trust also tended to become successful.

The Happiness Return below is a matrix of how this symbiotic relationship works in practice and how we determine the extent of the Happiness Return of the companies we invest in.