Navigating diversity, equity & inclusion – an asset owner perspective

A Pensions for Purpose Impact Lens report, sponsored by Jupiter Asset Management, considering how diversity, equity and inclusion (DE&I) are considered in fund analysis.

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Pensions for Purpose’s DE&I paper hopes to perceive how DE&I are considered in fund analysis from three perspectives:

  • How asset owners consider DE&I within their own organisation, including policies and strategies related to the topic.
  • Understanding asset owners’ DE&I approach when interacting with third-party providers.
  • How DE&I is considered in underlying investments.

Read the full report    Read the press release 

We interviewed 21 organisations, including pension funds, professional trustees, asset managers and investment consultants, based in the UK, Europe and the US, to understand how the market perceives and engages with DE&I, as well as the discrepancies across different jurisdictions.

Questions covered a range of aspects, including the main initiatives in the industry to promote DE&I issues, the major challenges asset owners face in aligning with DE&I goals, priority themes within the DE&I scope, and asset owners’ perceptions of the correlation between DE&I and business performance.

Due to the extensive array of conversations in the gathering of data for this report, we have dedicated a section to best practice identified during the interview process. The pace at which asset owners, asset managers and investment consultants are implementing DE&I varies significantly. By highlighting examples of best practice, we hope to support those initiating or enhancing their own DE&I journey and, most importantly, help understand how this theme may evolve within our industry over the coming years.

To the extent that anything in this report constitutes a financial promotion it is exempt from the general prohibition in S21 of FSMA on the basis that the report is only intended for investment professionals as such term is defined in S19 of the Financial Promotions Order. Please note that Pensions for Purpose does not provide consultancy services, advice or personal recommendations on any of the investment opportunities mentioned in this research. We collaborate on research projects with our members, we do not endorse any underlying funds.

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