Webinar: Gender Lens Investing
Webinar: Gender Lens Investing: The Business Case, Opportunities, and Action
Date: February 17, 2017, 12:00 - 1:00 PM ET
The business case for investing in women has never been stronger. Research shows that companies where women are better represented in leadership simply perform better. And the financial power of women continues to grow. Yet, staggering gender inequality persists in varying forms across the globe.
In this session, Kathleen McQuiggan, Senior Vice President of Global Women's Strategies at Pax World, will explore why we should be investing more in women, how investors can make an impact when it comes to gender diversity, and the role we can play in closing the gender gap.
Julianne Zimmerman, Managing Director at Reinventure Capital, will highlight a sampling of third-party research which makes the economic, social, and financial investment case for investing in companies led by women. She will discuss persistent misconceptions about women founders and leaders, and point to evidence of significant market inefficiencies connected to gender and race.
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Kathleen McQuiggan, Senior Vice President, Global Women's Strategies, Pax World Management LLC, Managing Director, Pax Ellevate Management LLC
- Julianne Zimmerman, Managing Director, Reinventure Capital
- Moderator: Jacquelyn Smith, Senior Fellow, Intentional Endowments Network
Book mentioned: "Gender Lens Investing: Uncovering Opportunities for Growth, Returns, and Impact" - by Joseph Quinlan (Author), Jackie VanderBrug (Author)
IEN Webinar: Allocating to Diverse-Owned Asset Managers
Date: August 5, 2020
Historically, investors have prioritized diversification with a focus on asset class, investment strategy, sector, and company. However, the diversification of manager backgrounds (and thus perspectives) has often gone unexplored. Allocating to asset management firms owned by people of color is necessary to diversify talent and deal flow and improve the endowment investment's risk and return profile. This panel digs into examples of how institutions can begin to allocate to diverse-owned asset managers and leave the participants with action steps to deploy capital behind people of color for better investing.
Recording:
Resources:
- Diversifying Investments: A Study of Ownership Diversity and Performance in the Asset Management Industry, Knight Foundation, Bella Research Group & Harvard Business School, January 2019
- Racial Equity Investing: A Primer for College & University Endowments, Intentional Endowments Network, August 2020
- 2020 Belonging Pledge – A Commitment to Advance Racial Equity which is a sign-on pledge to discuss racial equity in your next investment committee meeting
- DAMI's website on tracking and reporting
- IEN's webpage on diverse managers which includes sample investment policy statements
Speakers:
Tiffany McGhee, Partner, Chief Executive Officer & Co-Chief Investment Officer of Institutional Client Services, Momentum Advisors. Read Tiffany's bio here. |
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Jasmine Richards, Head of Diverse Manager Research, Cambridge Associates. Read Jasmine's bio here. | |
Anthony Rust, Chair of the Investment Committee, Warren Wilson College. Read Anthony's bio here. | |
Justin Wilson, Director, Diverse Asset Managers Initiative (DAMI). Read Justin's bio here. |
Webinar: Incorporating Diversity, Equity, and Inclusion (DEI) Factors in the Investment Process
Date: November 14, 2018, 11:45 a.m. ET
This webinar will be a high level overview on how investors can incorporate diversity, equity, and inclusion (DEI) factors at various levels of the investment process. Panelists introduced the basics of DEI, why DEI consideration is important, and the various ways an institutional investor can consider DEI issues.
Presenters:
- Anthony Rust, Chair of the Investment Committee, Warren Wilson College; Impact Fund Manager, BEI Business Equity Fund
- Justin Wilson, Director, Diverse Asset Managers Initiative
- Julianne Zimmerman, Managing Director, Reinventure Capital
- Moderator: Kaede Kawauchi, Program Manager, Intentional Endowments Network