How to Build a
Diverse Manager Program

  • January 2023
  • 25 minutes
  • Investment Strategy

Course Description

There is a growing interest in investing in diverse managers, but it has been slow to translate into significant increases in capital allocations to these managers. Even if there is willingness, it takes planning and implementation, as well as a strong partnership from the board, senior staff and any third-party investment partners. Emerging and diverse manager programs can be effective, but they need to be structured carefully to realize the potential benefits. This session will examine the benefits to investing in diverse managers and highlight the steps your institution should take to make progress towards it.

  • Differentiate between the investment-based reasons for including diverse managers in an endowment portfolio
  • List the four stages or steps that an institution can follow in initiating and implementing a commitment to invest with diverse managers
  • Identify key considerations for institutions as they consider a diverse manager program

Instructors

Caroline Greer, CIM

Managing Director
Commonfund OCIO

Nicole Melwood

Director
Commonfund OCIO