DEI investment opportunities in private markets
Characteristics of a diverse organisation for DEI investing
The firm is at least one third (33%) owned by women and/or diverse professionals.
The investment committee comprises at least 50% women and/or diverse professionals.
Portfolio managers comprise at least 50% women and/or diverse professionals.
A three-step framework to help you define your DEI investing approach
- Define the qualifications of a diverse asset manager.
- Determine what is included in your definition of “diverse”.
- Define the stage of manager you want your programme to be invested in.
- Assess DEI in the existing portfolio.
- Conduct an investment policy review and updates.
- Determine your DEI investment pipeline.
- Create a curated calendar of the best ideas.
- Underwrite DEI fund opportunities.
- Execute on best ideas in DEI.
Assessing DEI investment opportunities in private markets
There are a number of qualifications and parameters to assess when incorporating DEI into your portfolio. A few of the most crucial are determining the qualifications of a diverse investment for your organisation and identifying what stage of manager to include.
We define managers based on three stages: 1. those who are "emerging", or raising their first or second funds, 2. those who are "growing", or raising their third or fourth funds, or those who are "established", or raising their fifth funds and beyond.
Being agile requires access to robust research, advice and solutions that can help you achieve your goals, in-line with your unique governance model and investment objectives.
We have specialists around the world who source and vet opportunities, building a robust pipeline of diverse managers which allows you to move quickly and capture opportunities when they arise.
You need broad knowledge and strong manager relationships to be able to identify quality managers focused on the areas of the market most important to you and capable of furthering your DEI goals.
We help match investment opportunities to organisations’ goals. This includes funds focused on certain sectors or investing in diverse entrepreneurs.
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