This is the third article in a series on building diverse and inclusive investment portfolios. This series is based on a guide for asset owners to increase the racial, ethnic, and gender diversity of their investment portfolios that Blair Smith and Troy Duffie of Milken Institute and I co-authored over the summer with significant input from the Milken Institute’s DEI in Asset Management Executive Council, Institutional Allocators for Diversity Equity and Inclusion and its cousin organizations, including Intentional Endowments Network, Diverse Asset Managers’ Initiative, National Association of Investment Companies (NAIC), AAAIM, Milken Institute, IDiF. The guide is also for consultants who advise them and asset managers who seek to become part of their investment portfolios.
Having introduced the guide in the first article and examined the business case for DEI in the second article, this series now turns to detail the 17 practical and evidence-based strategies for building a diverse and inclusive investment portfolio.
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