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Performance continuity and turnover

Addressing barriers to Diversity in portfolio management: Performance continuity and turnover

The loss of performance continuity through leave of absence and the impact of low team turnover on diverse talent of all types is a key issue within portfolio management, this document provides guidance on how to address this for:

  • Asset Owners
  • Consultants
  • and Asset Managers

We also provide case studies highlighting some of the good practices already in the Industry.

This guidance was developed and written by a working group of stakeholders across the industry in collaboration with the Diversity Project.


Case studies: advancing diversity in portfolio management

Case studies to demonstrate good examples supporting the initiative - advancing diversity in portfolio management: performance continuity & turnover.

Featuring case studies from:

  • Aberdeen Standard Investments
  • RBC Global Asset Management
  • Newton
  • BNY Mellon
  • Mercer


For more information or to share your stories contact [email protected].

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