Diversity as a driver of excellence in your investment approach

Tuesday, October 20th, 2020 | 12:00 pm - 1:00 pm CT

Global assets under management (AUM) totaled $89 trillion at the end of 2019, according to a recent Boston Consulting Group report.  However, diverse asset management firms, defined as those owned and led by women and US minority groups, comprise a very small percentage of the global industry and an even smaller percentage of AUM. This disparity runs contrary to performance metrics. A growing and substantial body of research, including studies from the Knight Foundation, points to the positive and, in many cases, competitive investment performance by women and minority managers 

At NEPC, we believe diversity within asset classes, investment strategies, geographies, capitalizations and sectors help portfolios withstand market swings and cycles. We also believe in another kind of diversity: in thoughts, ideas and experiences through diversity in gender and race. The underrepresentation of diverse firms in many investment programs creates an opportunity for organizations to tap into a new and potentially diversifying source of alpha.   

This webinar will address three key questions:  

  • Why should diversity be a consideration in your investment program?
  • How can you influence your existing investment managers to promote diversity?
  • How do you set yourself up for success?


Join us for a discussion about how diversity can be a key driver of excellence in your investment approach.   


Michael Manning (Cropped)

Mike Manning, CFA, CAIA

Managing Partner, NEPC

Sarah Samuels (Cropped)

Sarah Samuels, CFA, CAIA

Partner, Director of Investment Manager Research, NEPC

Sam Austin (Cropped)

Sam M. Austin, III, MBA

Partner, Executive Committee Member, Chair of Diversity & Inclusion Board, NEPC

Chenae Edwards (Cropped)

Chenae W. Edwards, CPA

Senior Consultant, Healthcare & Co-Chair of Diversity, Equity and Inclusion Network, NEPC

Nedelina Petkova

Nedelina Petkova

Consultant, Healthcare & Diverse Manager Committee Member, NEPC