The Path to Inclusive Capitalism: An Asset Owner Guide for Investment Portfolios

The road to achieving a diverse, equitable, and inclusive (DEI) investment value chain is long. As the ultimate owners of capital, asset owners have the ability and responsibility to drive DEI within investment management teams and portfolios and across the asset management industry. There are four components on the path to inclusive capitalism: incorporating diversity and inclusion into governance; sourcing diverse talent; underwriting equitably; and committing to equitable monitoring and engagement. This guide is for asset owners that are considering or have committed to taking this path, consultants who advise them, and asset managers that seek to become part of their investment portfolios.