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Diversity for asset managers is at a critical tipping point, as asset owners we have a crucial role in holding them to account.

The Asset Owner Diversity Charter was formed with an objective to formalise a set of actions that asset owners can commit to improve diversity, in all forms, across the investment industry.

We seek for our signatories to collaborate and to build an investment industry which embodies a more balanced representation of diverse societies.

The charter has two key components, first is the Asset Manager Diversity and Inclusion Questionnaire which aims to standardise complex diversity metrics beyond just gender to improve on disclosures. The questionnaire results will feed into a progress report to inform engagement on improving diversity and inclusion.

The second component is the Asset Owner Charter Toolkit which is a supporting document to aid in the implementation of the Charter and includes critical topics such as manager monitoring and selection.

ASSET OWNER CHARTER

View our asset owner charter

ASSET OWNER CHARTER TOOLKIT

Our toolkit for asset owners

ASSET MANAGER D&I QUESTIONNAIRE

Please take our questionnaire

FAQS

Frequently asked questions on the Charter

Working Group Members

In Autumn 2020 the Asset Owner Diversity Working Group was formed with an objective to formalise a set of actions that asset owners can commit to in order to improve diversity, in all forms, across the investment industry. The group has been developing a charter which asset owners can sign up to and which would commit them to a number of asks.

Areas of focus are:

  • Embed diversity & inclusion questions into tender process, ensuring it forms part of the scored criteria
  • Embed into Investment management agreement and annual manager monitoring (questionnaire)
  • Leadership & Collaboration

 

A stepped approach will be taken, request data, assess and then consider next steps.

Co-Chairs

Helen Price | Church of England Pensions Board

Emma Douglas | BT Pension scheme

Other working group members.

Diandra Soobiah | National Employment Savings Trust (NEST)
Honor Fell | Cambridge University Endowment Fund
Helen Smith | RPMI – Railpen
Jacqueline Jackson | London LGPS CIV
Nimisha Sodha | Just Group
Rachael Lem | West Midlands Pension Fund

Our Signatories

We are proud to have signatories with a combined AUM of over £1trn. Be part of the solution and get involved!