Industry Insights

eVestment and IIDC collaborated to provide a factsheet on D&I data collection in the asset-management industry. This includes IIDC members, diversity metrics, and other data.

We recognize that, as an industry, there’s a long way to go. To understand our progress moving forward, we need a benchmark. You support this effort by providing the data we request in eVestment.
We do not use demographic data alone to screen out, rate or recommend managers.
Failing to answer D&I questions gives the impression that diversity, equity and inclusion are not priorities for your firm.
We are most interested in the policies, programs and practices you’re developing to increase diversity at your firm. The qualitative questions in eVestment give you the opportunity to describe them.

D&I Data Collection Is an Industry-Wide Collaboration

Agreement on the data needed to factor in manager research

Institutional Limited Partners Association
FCLT Global

Asset Owner users of eVestment

Other industry organizations

Input on managers’ ability to provide data

Association of Institutional Investors

Asset Manager users of eVestment

Other industry organizations

Portfolio Team Diversity

Source: eVestment Analytics. Data aggregated from 5,523 products reporting demographic statistics as of Sept. 30, 2022.

Male Female Non-Binary Decline to State Total
White 52.79% 9.39% 0.00% 0.10% 62.27%
Asian 14.23% 5.52% 0.00% 0.01% 19.76%
Other, Multi, Decline to State 8.32% 2.51% 0.00% 0.59% 11.43%
Hispanic, Latinx, Spanish 2.54% 0.57% 0.00% 0.00% 3.11%
Black 2.15% 0.69% 0.00% 0.02% 2.86%
Middle Eastern, North African 0.36% 0.12% 0.00% 0.00% 0.48%
Indigenous/Tribal People 0.11% 0.05% 0.00% 0.00% 0.16%
Total 80.66% 18.86% 0.00% 0.72% 100.07%

Help is always available from eVestment’s Global Service Team: support@evestment.com

By the Numbers

185%

Increase in screens on D&I fields conducted by allocators in eVestment 2019-2021.

100%

Percent of Top-10 consultants by AUA researching managers through eVestment.

$0

Amount institutional investors pay for eVestment D&I data—it’s free to any accredited investor who requests access.

809

Number of asset managers reporting D&I data to eVestment as of April 1, 2022.

Disclosure

Neither the IIDC nor any member or adopter of the Statement on Diversity is responsible for the content of websites and information resources that may be referenced on this website. Such content remains the responsibility of the individual owners of such sites or the content provider. The access provided to these sites or the provision of such information resources does not constitute an endorsement by the IIDC or any member or adopter of the Statement on Diversity of the information contained therein. IIDC members or adopters of the Statement on Diversity are independent companies that have separately endorsed the diversity goals of the IIDC and the IIDC Statement on Diversity. IIDC members are not related to or affiliated with Verus or eVestment or with any other members or adopters of the Statement on Diversity. Statements made by Verus or eVestment or any member or adopter of the Statement on Diversity represent their own views, opinions and conclusions and do not necessarily represent the views, opinions or conclusions of any other members or adopters of the Statement of Diversity.