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  • Research Library
  • Fellows & Forum
  • Publications
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  • JOIN

IADEI Publications

Our publications have been distilled from discussions among our membership base of over 700 investment professionals and open forums that we facilitated with leading nonprofits focused on diversity, equity, & inclusion.  


We believe that asset owners have the ability to drive DEI across the investment value chain and that small and sustained steps by multiple stakeholders can effect real change.  We hope that you find ideas in these articles that you can implement in your portfolio and we welcome an open exchange of ideas on best practices and lessons learned in increasing the diversity and inclusiveness of the investment management industry.   

A Fine Balance: Tackling Legal Challenges To DEI Initiatives (October 2023)


Want The Existing Managers In Your Investment Portfolio To Become More Diverse And Inclusive? Try This (January 2023)

  

Want To Underwrite More Equitably? Here’s How (January 2023)


 Pillar Two Of The Path To Inclusive Capitalism: Source Diverse Talent (January 2023)

  

Pillar One Of The Path To Inclusive Capitalism: Incorporate Diversity, Equity, And Inclusion Into Governance (January 2023)

  

Making The Case For Inclusive Capitalism: An Asset Owner Perspective (December 2022)


The Path To Inclusive Capitalism: An Asset Owner Guide For Investment Portfolios (December 2022) 

  

Want To Embed Diversity And Inclusion Into Your Investment Portfolio? And Want Consultants To Help? Here’s How (June 2022)

  

Want To Gauge And Enhance Diversity And Inclusion In Your Investment Portfolio? Here’s How (June 2022)

  

The Power Of Diversity, Equity, And Inclusion To Improve Risk-Adjusted Returns In Private Equity (April 2022)

  

Want To Select For And Promote Diversity And Inclusion In Your Investment Portfolio? Here’s How (February 2022)

  

Want To Invest In Asset Managers Owned And Led By Women And Minorities? Here’s How (January 2022)

  

In addition to writing these IADEI publications, IADEI has also compiled one of the largest collections of research on diversity, equity, and inclusion in asset management. Please enjoy our research library and please send additional articles to info@iadei.org so it stays up to date!


Acknowledgements: Institutional Allocators for Diversity Equity & Inclusion (IADEI) would like to thank leaders from CFA Institute, Diverse Asset Managers Initiative (DAMI), IDIF, Institutional Limited Partners Association (ILPA), Intentional Endowments Network (IEN), Milken Institute, One Women Initiative (OWI), Confluence Philanthropy, Standards Board for Alternative Investments (SBAI), National Association of Investment Companies (NAIC), Chartered Alternative Investment Analyst Association (CAIA), Value Reporting Foundation (VRF), GenderSmart Investing, and FCLTGlobal for their work to increase diversity, equity, and inclusion in the investment value chain and for generously sharing their insights and expertise.

Copyright © 2023 Institutional Allocators for Diversity Equity & Inclusion - All Rights Reserved.

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