Private Equity’s Chance to Stand Up for Diversity and Inclusion
BCG's report on how private equity firms can accelerate progress toward racial justice.
The Diversity Forum
From The Diversity Forum: The Diversity Forum is a collective on a mission to drive inclusive social investment in the UK, through the convening of sector-wide groups, commissioning research, and knowledge sharing. Their report, published in January 2019, found that only 2.8% of directors in the social investment sector were women of ethnic minority backgrounds, and almost one in five directors in the sector had attended Oxford and Cambridge universities. There is urgency to change this to ensure that we represent the people we seek to serve, as well as to uncover new opportunities.
The Equity Equation: A Roadmap to Equity, Diversity and Inclusion in Canadian Finance
The Equity Equation aims to inform the finance industry’s diversity strategies and best practices, and to equip WCM’s partner firms, their leaders, managers and employees with tangible recommendations to advance equity. These recommendations offer a roadmap for their partners who wish to advance equity, diversity and inclusion.
The Fight for Racial Equity
Trillium's white paper explores what Trillium can do and has done as an investment firm, an employer, and an advocate for change in the fight for racial equity.
Racial Equity Investing
Morgan Stanley's report offers a framework for investors to understand the risks and financial impact associated with perpetuating racial inequality, and to identify ways to allocate capital toward opportunities to promote racial justice.
Sustainable & Impact Investing: Racial Equity Investing
Glenmede's primer on racial equity investing demonstrates that racial equity investing can help investors identify unique sources of alpha in three ways: enhanced financial performance, new investment opportunities, and risk mitigation.
A Framework for Inclusive Investing: Driving Stock Market Participation to Close the Wealth Gap for Women of Color
From Commonwealth: A new, unified analytical framework for understanding the barriers holistically and articulating how the nation’s public, private, and social sectors can use this framework to pursue promising actions to help narrow the nation’s wealth gaps
It’s time for a new approach to racial equity
From McKinsey This article argues that collective action that brings together public-, private-, and social-sector stakeholders is the most promising way to create broad, permanent change on this complex issue.
Diversity Wins: How Inclusion Matters
Diversity wins is the third report in a McKinsey series investigating the business case for diversity, showing not only that the business case remains robust but also that the relationship between diversity on executive teams and the likelihood of financial outperformance has strengthened over time.
Global Black Principles for Funding Equity
From The Wise Fund: Black Philanthropy Month (BPM) has identified 10 New Black Funding Principles. Funders can adopt the principles by signing the BPM’s Black Funding Equity Pledge.
The Diversity Project
The Diversity Project is a cross-company initiative championing a more inclusive culture within the Savings and Investment profession.
CFA Institute's Twenty Actions and Best Practices to Promote Inclusion in the Workplace
CFA Institute has devised a list of 20 concepts that repeatedly came up in gatherings of asset management firms to openly discuss inclusion & diversity, and offers recommended actions for how to use them.