DEI investment opportunities in private markets

We can help you integrate diversity, equity and inclusion (DEI) considerations into your investment portfolios. Our three-step framework helps you assess, evaluate and accelerate DEI considerations within your capital and commitments, and identify opportunities within private markets that are designed to deliver positive returns.

Characteristics of a diverse organization for DEI investing

There is no universal definition of a diverse organization or asset manager. However, based on our experience in this space, we believe a diverse organization should meet at least one of the below characteristics1:
≥33%

The firm is at least one third (33%) owned by women and/or diverse professionals.

≥50%

The investment committee comprises at least 50% women and/or diverse professionals.

≥50%

Portfolio managers comprise at least 50% women and/or diverse professionals.

When assessing or defining the criteria, we recommend including both ownership and key decision makers to support long term change in the industry. By assessing DEI investments in this way, we better support the broader growth of future diverse leaders and expand the investable universe for institutional portfolios. We can help you define your optimal approach using our three-step framework.

A three-step framework to help you define your DEI investing approach

Assessing DEI investment opportunities in private markets

There are many variables to consider when assessing DEI opportunities: the definition of diverse to your organization, how you want DEI to be included in your portfolio (that is, as a separate program or integrated into your current portfolio), policies and investment guidelines, and an investment pipeline and manager universe.