Asset Owner Diversity Charter Email Formats

About Asset Owner Diversity Charter

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. The charter reflects asset owners’ aspirations to see diversity balance at all levels across financial services firms. A balanced workforce is good for business – it is good for consumers, for profitability and workplace culture, and leads to better investment decisions. Signatories to the charter commit to: • Incorporate diversity questions into manager selection* Ensuring the questions form part of the scored criteria Ensuring diversity disclosure is incorporated into new investment management agreements, and where possible into existing agreements • Incorporate diversity into ongoing manager monitoring* Ensuring appointed managers are surveyed annually, using the diversity charter questionnaire • Lead and collaborate with others in the investment industry to identify diversity and inclusion best practice

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