Fiduciary Guide to Investing with Diverse Asset Managers and Firms

This guide is designed for institutional investors (trustees and staff), primarily of public, corporate, faith, and labor union pension funds, as well as foundation and university endowments, who are interested in exploring the possibilities of investing institutional assets with diverse-owned asset management firms.

To that end, the Diverse Asset Managers Initiative (DAMI) has interviewed numerous institutional investors who are seen as leaders in this arena along with those on different stages of this journey in order to provide clear guidance based on industry-wide experiences. The 7 Steps featured are the result of these interviews and research and are meant to follow the common trajectory experienced by institutions undergoing the process of moving to investing with diverse managers.

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