Taking a Racial Equity Approach to Endowment Management

Join us on March 11th from 11:00 AM – 1:00 PM to hear from The Racial Equity Asset Lab (The REAL). During this panel discussion you will learn about models for engagement and the types of external consultants available in the ecosystem for advancing mission-alignment, integrating impact investing, and incorporating racial equity in endowment practices. The panel will also identify key considerations and recommendations for launching an RFP process. Lastly, they will discuss assessing racial equity competency when looking for investment advisors and including equity in designing your RFP.

Thanks to the Barra Foundation for sponsoring this session!

Panelists

• Erika Seth Davies, Rhia Ventures (Facilitator)
• Bert Feuss, Community Capital Advisors
• Orim Graves, CFA, National Association of Security Professionals 
• Susan Hammel, CFA, Cogent Consulting PBC

Resources

• Directory | Diverse Manager Directory
• Report | Knight Diversity of Asset Managers Research Series: Industry (2021)
• Case Study | Investment Manager Diversity: The Hardest Taboo to Break
• Toolkit | Advancing the Mission: Tools for Equity, Inclusion and Diversity by JustPartners, Inc., The Annie E. Casey Foundation
• Blog Post | Investment Manager Diversity: Widening the circle by Bert Feuss, Silicon Valley Community Foundation

Slide Decks

• Investing Spectrum - Susan Hammel, Cogent Consulting
• Taking a Racial Equity Approach to Endowment Management - Community Capital Advising

Organizations:

• Diverse Asset Managers Initiative
• Lenox Park Solutions
• National Association of Investment Companies (NAIC)
• National Association of Securities Professionals (NASP)
• Gratitude Railroad
• Big Path Capital

Recording