Integrating Diversity, Equity and Inclusion considerations into your investment portfolio involves capital commitments to funds with diverse leadership and ownership. We have developed a framework which aims to create positive social change and help achieve compelling returns at the same time. We go beyond simply providing capital by mentoring managers as well.

 

What's driving DEI investments1

 

  • 29.4% of women-owned private equity firms are top quartile performers
  • 34.1% of minority-owned private equity firms are top quartile performers
  • Companies with higher-than-average diversity had 19% higher innovation revenues*
  • Companies in the top quartile for racial/ethnic diversity are 35% more likely to surpass peers, while those in the same bracket for gender diversity are 15% more likely to do the same


Potential benefits of DEI investment strategies




Women-owned private equity firms are 25% more likely to outperform



Minority-owned private equity firms are 36% more likely to outperform



Leap helps build a more diverse investment community



Leap can increase capital for diverse entrepreneurs




  • Define what diversity means to you

    Define what diversity means to you

         

     

    Diversity means different things to different investors so the first step is to define what it means to you. For example, some clients are looking for “double-impact”, while others are focused on opportunities with diverse pool of key decisions makers and business.

     

    DEI investing allows you to diversify your portfolios while enhancing your existing wider ESG and sustainability offering.

  • Assess the opportunity and put a plan in place

    Assess the opportunity and put a plan in place

        

     

    As investment in DEI grows, so too does the investable universe, creating compelling long-term investment opportunities and new sources of performance. You need to understand what this opportunity means to you, how it can align with your strategy and put a plan in place to achieve it.

  • Implement your plan to increase

    Implement your plan to increase

        

     

    Source and allocate managers who are positioned for real change – diversity and impact. Implement a governance framework - monitor movements and make amends.



We have been helping clients integrate DEI for many years. Talk to us to see how we could help you.


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Important legal information for investors

 

1 The Knight Foundation. As of January 2019 | Ownership defined as 50% of equity or more; minorities defined as Hispanic, Black, Asian and Native American.

 

About Mercer’s assets under management and advisement figures

 

The assets under advisement data (AUA Data) reported here include aggregated assets under advisement for Mercer Investments L LC and their affiliated companies globally (Mercer). The AUA Data have been derived from a variety of sources, including, but not limited to, third-party custodians or investment managers, regulatory filings, and client self-reported data. Mercer has not independently verified the AUA Data. Where available, the AUA Data are provided as of the date indicated (the Reporting Date). To the extent information was not available as of the Reporting Date; information from a date closest in time to the Reporting Date, which may be of a date more or less recent in time than the Reporting Date, was included in the AUA Data. The AUA Data include assets of clients that have engaged Mercer to provide ongoing advice, clients that have engaged Mercer to provide project-based services at any time within the 12-month period ending on the Reporting Date, as well as assets of clients that subscribe to Mercer’s Manager Research database delivered through the MercerInsight® platform as of the Reporting Date.