Fiduciary Guide to Investing with Diverse Asset Managers and Firms

Who is this Guide for?

This guide is designed for institutional investors (trustees and staff) who are interested in exploring the possibilities of investing institutional assets with diverse-owned asset management firms.

The 7 Steps featured are the result of interviews with institutional investors who are seen as leaders in this arena and are meant to follow the common trajectory experienced by institutions undergoing the process of moving to investing with diverse managers.

We hope this guide will address your key questions and uncertainties in order to allow you to confidently take leadership on this issue within your institution.

How to Use this Guide

This guide is not meant to be read cover to cover (although feel free to do so if you wish). Rather, pull out the steps or questions that are most relevant to you and your institution.

Additionally, the Case Studies and Common FAQs are good handouts to adapt and share with other trustees and staff of your institution to help make your case.