Inaugural Study Reveals How Asset Managers Incorporate DEI into Their Core Business

Callan’s 2024 Asset Manager DEI Study examines how investment managers approach diversity, equity, and inclusion (DEI) in their own firms.

Putting Values into Action: A Practical Guide for Institutional Investors

Lauren Mathias and Brad Penter discuss how investors can incorporate racial equity into their investment programs.

Our Manager Search Process

I’m always struck by the number of media articles with titles such as, “How to get into consultant XYZ’s search process.” While it is certainly necessary to know how each consultant operates, a consultant’s search process should ultimately be able to objectively identify the best candidates for each mandate regardless of size, ownership structure, or […]

Conference Highlights: ConsortiumEAST 2017

I recently attended ConsortiumEAST 2017: Connecting Institutional Investors, Emerging and Diverse Managers in New York, organized by RG and Associates. This well-organized event featured sessions including the following: Fireside Chat – Doing Away with Groupthink Key takeaways included: The philosophy that diversity adds value has to be at the core of an organization. You need […]