There is an expectation that boards consider diversity and inclusion in almost all decisions they make, including those around the investment of their organization’s endowment assets. This can be challenging, as their ultimate responsibility as trustees is to invest the endowment in a way that it continues to grow in perpetuity.
In a co-sponsored webinar with the Association of Governing Boards (AGB), we walk through a variety of best practices and considerations that can help boards and investment committees integrate diversity-related factors into their ongoing decision making when it comes to investments.
This webinar explores how to:
- Understand the different layers of diversity within investment managers and their potential impact on how they perform and execute
- Learn ways to effectively analyze diversity-related information and the different approaches that can be taken
- Learn how to integrate DEI into your Investment Policy Statement
Stephen Beinhacker, Managing Director, Strategic Planning and Stewardship, SEI’s Investment Management Unit
Mary Jane Bobyock, Managing Director, Nonprofit Advisory Team, SEI’s Institutional Group
Jana Holt, Director, Sustainable Investing Solutions, SEI’s Investment Management Unit
Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company (SEI). AGB is not affiliated with SEI or its subsidiaries.
There are risks involved with investing including loss of principal. No investment strategy, including diversification, can protect against market risk or loss.
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