Exploring Wealth in the AAPI Community
Merrill Wealth Management
Curated research, articles, and thought leadership on diversity, equity, and inclusion in the investment industry.

Exploring Wealth in the AAPI Community
Merrill Wealth Management

Financial Wellness of Asian American and Pacific Islanders (AAPI)
Fidelity Investments

Breaking Down Funding Barriers for Asian American and Pacific Islander Entrepreneurs
Boston Consulting Group

AAAIM: State of AAPI in Venture Capital
AAAIM

Establishing a Case for Emerging Managers
Burgiss

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

Milken Institute: Inclusive Finance, Inclusive Future
Milken Institute

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

In Private Investment, Diverse Fund Management Teams Have Opened Doors
Boston Consulting Group

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

Emerging Manager Programs and Pension Funds
iDAC Fireside Chat

Inclusive Capitalism: Seven Strategies for Specific Action in Asset Management
Milken Institute

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

Funding Across The BIPOC Investment Community White Paper
Bay Street Capital Holdings

Altering the Paradigm for Diverse Investment Managers White Paper
MPowered Capital

Progression Pathways: Advancing Responsible Investment Practices Among PRI Signatories
PRI

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

Board Diversity in Private vs. Public Firms
Academic Research

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

Why Women Need a Champion, Not a Mentor
iDAC Fireside Chat

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

Alpha Female Report 2023
Citywire

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

The State Of Diversity In Global Private Markets: 2023
McKinsey & Company

Here's What Diversity Looks Like in Private Equity Now
Institutional Investor / Hannah Zheng

MWBE Certification for Asset Managers: Registration, Risks, and Rewards
iDAC Fireside Chat

A Roadmap for Investors: Investor Blueprint for Racial and Economic Equity
iDAC Fireside Chat

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

The Investments Office's Diversity "Smoke Screen"
Evan Gorelick, Yale Daily News

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

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

Leveraging Data to Help Asset Managers Scale
iDAC Fireside Chat

ESG Opposition is an Attack on Diversity
Robert Raben, DAMI

Considering Slavery's Place Within the Development of American Capitalism
iDAC Fireside Chat

Diversity and Investment Performance: What Trade-Off?
Theresa Hamacher, CFA

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

What Is On The Agenda at the SEC?
iDAC Fireside Chat

The Next Generation of Wealth Holders in the United States
BNY Mellon

Capital Raising for Emerging Managers
iDAC Fireside Chat

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

Introduction to Philanthropic Fundraising
iDAC / IDiF

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

Melvin Lindsey
iDAC Fireside Chat

Joe Aguilar
iDAC Fireside Chat

The Imperative to Account for Externalities
Jeremy Nicholls & Delilah Rothenberg

Diversity and Inclusion: Annual Questionnaire
Meketa Investment Group

How Can Investment Trustees Promote Inclusion?
iDAC / IDiF

Community Discussion: Access to Capital in VC
iDAC / IDiF

Gilbert Garcia
iDAC Fireside Chat

Tracy Castle-Newman and Lauren Taylor Wolfe
iDAC Fireside Chat

The More the Merrier? Diversity and Private Equity Performance
British Journal of Management

Black Womenomics: Equalizing Entrepreneurship
Goldman Sachs

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

Hedge Funds Run by Women, Minorities Outperform Market Peers
Bloomberg

Valerie Red Horse Mohl
iDAC Fireside Chat

Stacie Olivares
iDAC Fireside Chat

How Venture Capital Can Join the ESG Revolution
Johannes Lenhard & Susan Winterberg

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

Alejandro Guerrero
iDAC Fireside Chat

Ian Fuller and Kai Hong
iDAC Fireside Chat

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

Examining the Returns: The Financial Returns of Diverse PE Firms
National Association of Investment Companies (NAIC)

Diverse Manager Investing Survey Report 2021
Aon

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

Nilza Serrano
iDAC Fireside Chat

Lisa Hinds
iDAC Fireside Chat

Report and Recommendations on Diversity and Inclusion in the Asset Management Industry
SEC Asset Management Advisory Committee

A Guide to Programs for Emerging Managers
Heather Harnett, Forbes

Robert Raben
iDAC Fireside Chat

Dismantling Systemic Barriers for Black Asset Managers
Rachel J. Robasciotti, Adasina Social Capital

Beeck Center for Social Impact and Innovation: Hidden No More — The Time to Act Is Now
Erika Seth Davies, Georgetown University

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

Race Influences Professional Investors' Financial Judgments
Stanford SPARQ and Illumen Capital