Blair Smith and I examine the case for DEI and call for an exploration of why many of the best companies place a greater emphasis on diversity and how these businesses create the conditions necessary for diversity to yield improvements in decision-making, strategic positioning, and risk management.
Making The Case For Inclusive Capitalism: An Asset Owner Perspective Read More »
Blair Smith and I authored a guide for asset owners to increase portfolio diversity that draws on expertise of Milken Institute, IADEI, and its cousins. We outline four steps: incorporating DEI into governance; sourcing diverse talent; underwriting equitably; and equitable monitoring and engagement
The Path To Inclusive Capitalism: An Asset Owner Guide For Investment Portfolios Read More »
The road to achieving a diverse, equitable, and inclusive (DEI) investment value chain is long. As the ultimate owners of capital, asset owners have the ability and responsibility to drive DEI within investment management teams and portfolios and across the asset management industry. There are four components on the path to inclusive capitalism: incorporating diversity and inclusion into governance; sourcing diverse talent; underwriting equitably; and committing to equitable monitoring and engagement. This guide is for asset owners that are considering or have committed to taking this path, consultants who advise them, and asset managers that seek to become part of their investment portfolios.
The Path to Inclusive Capitalism: An Asset Owner Guide for Investment Portfolios Read More »
