Author name: ubaid ansari

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.

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 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.

New research reveals hidden costs for corporates of going green and investor indifference to the level of impact, while net zero commitments become more unachievable. Investors can adjust three aspects of their approach to form a new and more scalable version of sustainable and impact investing

What can we learn from asset owner best practices for embedding diversity equity & inclusion (DEI) in legal and governance documents, signing DEI pledges and codes, and harnessing investment consultants toward DEI? Read about leading and typical market practices in the fourth article in this series

This article—the third in a series on diversity, equity, and inclusion in investing—examines how investment committees and boards of leading institutional investors are overseeing incorporating diversity, equity, and inclusion. Read more about six expert recommendations

Last month, IADEI launched its research library, one of the largest open-source collections of research on the impact of diversity and inclusion on investing. Distilling 148 articles, IADEI finds that DEI may improve performance and reduce risk in private equity portfolios. Read more here

The SEC released its much anticipated proposed climate related disclosures. How will this affect your investments, what will be expected of your company, and how can you shape these expectations? In this article, I’ve distilled 534 pages into the essentials that you need to know

This article—the second in a series on DEI in investing—examines how to select for and promote DEI in investment portfolios. Read more about nine expert recommendations in three categories: building blocks, investment processes and strategies, and strategic engagement.

The Labor Department requested public comment on what actions it should take to protect retirement assets from climate risks. TCFD recommendations and ISSB’s Climate-Related Disclosures Prototype are a good starting point. The DoL should also consider research on broadening the range of pollutants.