General Tools for Assessing Asset Managers

• At PRI's "Investor Tools" tab, there are diligence tools available for each of several asset classes including listed equity, fixed income, hedge funds and private capital.
• Wespath Analytical Insights - ESG Integration: Evaluating and Monitoring External Asset Manager Performance | Wespath Investment Management, March 2017

Sample Manager Due Diligence Questionnaires 

• Questions to Ask Your Investment Manager | Walden Asset Management, May 2016
• Haverford College Questions for General Partners (Private Investments)

Diversity, Equity, Inclusion

• See here for resources on incorporating DEI in your due diligence process

ESG Integration

• External Manager ESG Integration Appraisal | Wespath Investment Management, 2015-2016
• ESG Integration Appraisal Reporting Form (2015/2016) l Wespath Investment Management
• ESG Questions in New York City RFPs l New York City Employee Retirement System (NYCERS)
• A Baker's Dozen: Questions on ESG Integration for Asset Managers | (pdf) Intentional Endowments Network, September 2018
• Due Diligence Questionnaire | Institutional Limited Partners Association, 2018