Resource Hub

Curated research, articles, and thought leadership on diversity, equity, and inclusion in the investment industry.

Exploring Wealth in the AAPI Community

Exploring Wealth in the AAPI Community

Merrill Wealth Management

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Financial Wellness of Asian American and Pacific Islanders (AAPI)

Financial Wellness of Asian American and Pacific Islanders (AAPI)

Fidelity Investments

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Breaking Down Funding Barriers for Asian American and Pacific Islander Entrepreneurs

Breaking Down Funding Barriers for Asian American and Pacific Islander Entrepreneurs

Boston Consulting Group

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AAAIM: State of AAPI in Venture Capital

AAAIM: State of AAPI in Venture Capital

AAAIM

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Establishing a Case for Emerging Managers

Establishing a Case for Emerging Managers

Burgiss

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Higher Education 2024: Knight Foundation Diversity of Asset Managers Research Series

Higher Education 2024: Knight Foundation Diversity of Asset Managers Research Series

Knight Foundation

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Milken Institute: Inclusive Finance, Inclusive Future

Milken Institute: Inclusive Finance, Inclusive Future

Milken Institute

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Office of Minority and Women Inclusion: SEC Annual Report to Congress

Office of Minority and Women Inclusion: SEC Annual Report to Congress

SEC / OMWI

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In Private Investment, Diverse Fund Management Teams Have Opened Doors

In Private Investment, Diverse Fund Management Teams Have Opened Doors

Boston Consulting Group

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Investing in Change: A Call to Action for Strengthening Private HBCU Endowments

Investing in Change: A Call to Action for Strengthening Private HBCU Endowments

PGIM and UNCF

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Emerging Manager Programs and Pension Funds

Emerging Manager Programs and Pension Funds

iDAC Fireside Chat

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Inclusive Capitalism: Seven Strategies for Specific Action in Asset Management

Inclusive Capitalism: Seven Strategies for Specific Action in Asset Management

Milken Institute

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Examining the Returns 2023: Further Evidence of Diverse-Owned Private Equity Firm Outperformance

Examining the Returns 2023: Further Evidence of Diverse-Owned Private Equity Firm Outperformance

NAIC

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Funding Across The BIPOC Investment Community White Paper

Funding Across The BIPOC Investment Community White Paper

Bay Street Capital Holdings

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Altering the Paradigm for Diverse Investment Managers White Paper

Altering the Paradigm for Diverse Investment Managers White Paper

MPowered Capital

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Progression Pathways: Advancing Responsible Investment Practices Among PRI Signatories

Progression Pathways: Advancing Responsible Investment Practices Among PRI Signatories

PRI

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Racial Equity & Stewardship: How the Largest Asset Managers Stack Up

Racial Equity & Stewardship: How the Largest Asset Managers Stack Up

MajorityAction

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Board Diversity in Private vs. Public Firms

Board Diversity in Private vs. Public Firms

Academic Research

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Toward a More Inclusive Prosperity: Expanding American Entrepreneurship by Diversifying Access to Capital

Toward a More Inclusive Prosperity: Expanding American Entrepreneurship by Diversifying Access to Capital

iDAC Fireside Chat

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Why Women Need a Champion, Not a Mentor

Why Women Need a Champion, Not a Mentor

iDAC Fireside Chat

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We're At The Tipping Point: How To Bring 10,000 More Women Into Venture Capital

We're At The Tipping Point: How To Bring 10,000 More Women Into Venture Capital

Julie Castro Abrams

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Alpha Female Report 2023

Alpha Female Report 2023

Citywire

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Women in Asset Management Summit — September 14, 2023 · NYC

Women in Asset Management Summit — September 14, 2023 · NYC

iDAC

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The State Of Diversity In Global Private Markets: 2023

The State Of Diversity In Global Private Markets: 2023

McKinsey & Company

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Here's What Diversity Looks Like in Private Equity Now

Here's What Diversity Looks Like in Private Equity Now

Institutional Investor / Hannah Zheng

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MWBE Certification for Asset Managers: Registration, Risks, and Rewards

MWBE Certification for Asset Managers: Registration, Risks, and Rewards

iDAC Fireside Chat

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A Roadmap for Investors: Investor Blueprint for Racial and Economic Equity

A Roadmap for Investors: Investor Blueprint for Racial and Economic Equity

iDAC Fireside Chat

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Diverse Asset Managers Initiative's (DAMI) 5th Annual Investment Consultant Survey

Diverse Asset Managers Initiative's (DAMI) 5th Annual Investment Consultant Survey

Diverse Asset Managers Initiative

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The Investments Office's Diversity "Smoke Screen"

The Investments Office's Diversity "Smoke Screen"

Evan Gorelick, Yale Daily News

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The Limited Partner (LP) Perspective on 2023 Venture Capital Markets

The Limited Partner (LP) Perspective on 2023 Venture Capital Markets

iDAC Fireside Chat

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Diversity in the Asset Management Industry: On the Right Track, But at the Wrong Pace

Diversity in the Asset Management Industry: On the Right Track, But at the Wrong Pace

Willis Towers Watson

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Leveraging Data to Help Asset Managers Scale

Leveraging Data to Help Asset Managers Scale

iDAC Fireside Chat

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ESG Opposition is an Attack on Diversity

ESG Opposition is an Attack on Diversity

Robert Raben, DAMI

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Considering Slavery's Place Within the Development of American Capitalism

Considering Slavery's Place Within the Development of American Capitalism

iDAC Fireside Chat

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Diversity and Investment Performance: What Trade-Off?

Diversity and Investment Performance: What Trade-Off?

Theresa Hamacher, CFA

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The Path to Inclusive Capitalism: An Asset Owner Guide for Investment Portfolios

The Path to Inclusive Capitalism: An Asset Owner Guide for Investment Portfolios

Milken Institute

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What Is On The Agenda at the SEC?

What Is On The Agenda at the SEC?

iDAC Fireside Chat

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The Next Generation of Wealth Holders in the United States

The Next Generation of Wealth Holders in the United States

BNY Mellon

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Capital Raising for Emerging Managers

Capital Raising for Emerging Managers

iDAC Fireside Chat

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Diversity and Investment Performance: A Summary of the Research (2022)

Diversity and Investment Performance: A Summary of the Research (2022)

Investment Adviser Association

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Introduction to Philanthropic Fundraising

Introduction to Philanthropic Fundraising

iDAC / IDiF

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What is DEI? Market Signals of Diversity, Equity, and Inclusion

What is DEI? Market Signals of Diversity, Equity, and Inclusion

The Rights CoLab

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Melvin Lindsey

Melvin Lindsey

iDAC Fireside Chat

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Joe Aguilar

Joe Aguilar

iDAC Fireside Chat

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The Imperative to Account for Externalities

The Imperative to Account for Externalities

Jeremy Nicholls & Delilah Rothenberg

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Diversity and Inclusion: Annual Questionnaire

Diversity and Inclusion: Annual Questionnaire

Meketa Investment Group

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How Can Investment Trustees Promote Inclusion?

How Can Investment Trustees Promote Inclusion?

iDAC / IDiF

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Community Discussion: Access to Capital in VC

Community Discussion: Access to Capital in VC

iDAC / IDiF

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Gilbert Garcia

Gilbert Garcia

iDAC Fireside Chat

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Tracy Castle-Newman and Lauren Taylor Wolfe

Tracy Castle-Newman and Lauren Taylor Wolfe

iDAC Fireside Chat

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The More the Merrier? Diversity and Private Equity Performance

The More the Merrier? Diversity and Private Equity Performance

British Journal of Management

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Black Womenomics: Equalizing Entrepreneurship

Black Womenomics: Equalizing Entrepreneurship

Goldman Sachs

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Knight Diversity of Asset Managers Research Series: Ownership and Teams Diversity Metrics

Knight Diversity of Asset Managers Research Series: Ownership and Teams Diversity Metrics

Knight Foundation

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Hedge Funds Run by Women, Minorities Outperform Market Peers

Hedge Funds Run by Women, Minorities Outperform Market Peers

Bloomberg

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Valerie Red Horse Mohl

Valerie Red Horse Mohl

iDAC Fireside Chat

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Stacie Olivares

Stacie Olivares

iDAC Fireside Chat

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How Venture Capital Can Join the ESG Revolution

How Venture Capital Can Join the ESG Revolution

Johannes Lenhard & Susan Winterberg

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Closing the Capital Gap: Fueling the Promise of Latino-Owned Businesses

Closing the Capital Gap: Fueling the Promise of Latino-Owned Businesses

Bain & Company

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Alejandro Guerrero

Alejandro Guerrero

iDAC Fireside Chat

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Ian Fuller and Kai Hong

Ian Fuller and Kai Hong

iDAC Fireside Chat

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Want To Invest In Asset Managers Owned And Led By Women And Minorities? Here's How

Want To Invest In Asset Managers Owned And Led By Women And Minorities? Here's How

Bhakti Mirchandani, Forbes

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Examining the Returns: The Financial Returns of Diverse PE Firms

Examining the Returns: The Financial Returns of Diverse PE Firms

National Association of Investment Companies (NAIC)

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Diverse Manager Investing Survey Report 2021

Diverse Manager Investing Survey Report 2021

Aon

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Accelerating Change: Diversity, Equity, and Inclusion in Investment Management 2021

Accelerating Change: Diversity, Equity, and Inclusion in Investment Management 2021

CFA Institute

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Nilza Serrano

Nilza Serrano

iDAC Fireside Chat

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Lisa Hinds

Lisa Hinds

iDAC Fireside Chat

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Report and Recommendations on Diversity and Inclusion in the Asset Management Industry

Report and Recommendations on Diversity and Inclusion in the Asset Management Industry

SEC Asset Management Advisory Committee

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A Guide to Programs for Emerging Managers

A Guide to Programs for Emerging Managers

Heather Harnett, Forbes

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Robert Raben

Robert Raben

iDAC Fireside Chat

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Dismantling Systemic Barriers for Black Asset Managers

Dismantling Systemic Barriers for Black Asset Managers

Rachel J. Robasciotti, Adasina Social Capital

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Beeck Center for Social Impact and Innovation: Hidden No More — The Time to Act Is Now

Beeck Center for Social Impact and Innovation: Hidden No More — The Time to Act Is Now

Erika Seth Davies, Georgetown University

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Just Good Investing: Why Gender Matters to Your Portfolio and What You Can Do About It

Just Good Investing: Why Gender Matters to Your Portfolio and What You Can Do About It

Calvert Impact Capital

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Race Influences Professional Investors' Financial Judgments

Race Influences Professional Investors' Financial Judgments

Stanford SPARQ and Illumen Capital

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