Diversity & Inclusion Data in eVestment

Transparency into diversity and inclusion at asset management and hedge fund firms serving institutional investors

In Brief

In collaboration with the Institutional Investing Diversity Cooperative, a consortium of over a dozen top investment consultants, eVestment began collecting diversity and inclusion data in December 2020. The D&I questionnaire gives asset managers and hedge funds an opportunity to provide narrative commentary on their firms’ D&I initiatives and, for those that are able to report it, D&I statistics on their portfolio team. Read the announcement in FundFire >

What Asset Owners Need to Know

You can now screen managers to identify those that have provided D&I commentary and/or statistics. In addition to firm ownership, you can now screen on multiple questions on staffing and people, at both the firm and product level. Contact support@evestment.com if you’d like a walkthrough of screening on D&I factors.

What Managers and Hedge Funds Need to Know

Consultants and asset owners are actively screening for managers and hedge funds that provide D&I commentary and/or statistics. Even if you’re not able to report statistical data on the composition of your portfolio team, you can still narrate what you are doing as a firm to achieve D&I objectives. Keep in mind that failing to provide commentary may give the impression that your firm does not currently have any initiatives relating to diversity and inclusion. Learn more about the commentary and statistics other managers and hedge funds are providing: data@evestment.com.


The D&I Questions in eVestment
D&I Definitions

Managers reporting D&I data

LAST UPDATED APRIL 13

Firm Name
3G Capital Management
Aberdeen Standard Investments
Absalon Capital
Acadian Asset Management LLC
ACATIS Investment Kapitalverwaltungsgesellschaft mbH
ACTIAM N.V.
Action valeur ajoutee inc.
Acuitas Investments, LLC
AD GLOBAL INVESTORS LIMITED
Adelante Capital Management LLC
Aegon Asset Management
Aeolus Capital Management (ACM)
Aeon Investment Management
AFL-CIO Housing Investment Trust
AIG First Principles
Aikya Investment Management Limited
AllianceBernstein L.P.
Allianz Global Investors
alpha beta asset management gmbh
AltraVue Capital, LLC
Altrinsic Global Advisors, LLC
American Assets Capital Advisers, LLC
Amethyst Asset Management
AMI Asset Management Corporation
Amundi Asset Management
Ancora Advisors LLC
Ancora Alternatives LLC
Angel Oak Capital Advisors, LLC
Anthropocene Capital Management
Appleton Partners, Inc.
Ares Management LLC
ARGA Investment Management, LP
Argus Investors' Counsel, Inc.
Ariana Investment Management Pte Ltd
Ariel Investments, LLC
Aristotle Atlantic Partners, LLC
Aristotle Capital Boston, LLC
Aristotle Capital Management, LLC
Aristotle Credit Partners, LLC
Artisan Partners Limited Partnership
Ashfield Capital Partners, LLC
Ashmore Group plc
ASR Vermogensbeheer N.V.
Assenagon Asset Management S.A.
Atalanta Sosnoff Capital, LLC
ATLAS Infrastructure
Attain Portfolio Advisors
Aurora Investment Counsel
Aviva Investors
Axiom Investors
Backbone Capital Limited
Bahl & Gaynor, Inc.
Baillie Gifford & Co
Bain Capital Credit, LP
Bain Capital Public Equity, LP
Baird Advisors
Balentine LLC
Baron Capital
Barton Investment Management, LLC
Bay Capital Partners Ltd
BDL Capital Management
Beaumont Capital Management LLC
Beck Bode, LLC
Belle Haven Investments, L.P.
Belmont Capital Group
Benguela Global Fund Managers
BennBridge Ltd
Bergamot Asset Management, LP
Bernzott Capital Advisors
Beutel, Goodman & Company Ltd.
BH-DG Systematic Trading LLP
Black Bear Capital Advisors LLC
Black Creek Investment Management Inc.
Blackcrane Capital, LLC
Blackmore Capital Pty Ltd
Bloom Investment Counsel, Inc.
Blue Zone Global Investors, LLC
BlueBay Asset Management LLP
BlueBox Asset Management SA
BMO Global Asset Management
BNP Paribas Asset Management
Boston Advisors
Boston Partners Global Investors, Inc.
Boston Trust Walden Company
Brahman Capital Corp.
Brandes Investment Partners, L.P.
Breckinridge Capital Advisors, Inc.
Brentview Investment Management
Bridge City Capital, LLC
Bridgeway Capital Management, LLC
Bristol Gate Capital Partners Inc
Brookmont Capital Management
Brown Advisory, LLC
BTG Pactual Global Asset Management Limited
C WorldWide Asset Management Fondsmaeglerselskab A/S
C.J. Lawrence
Cachalia Capital (Pty) Ltd
Calamos Investments
Calvert Research and Management
Camden Asset Management, L.P.
Camelot Porfolios, LLC
Cameron Hume Limited
Cape Ann Asset Management Limited
Capital Counsel LLC
Capital Fund Management SA
Capital Group
Capital Innovations, LLC
Capital Wealth Planning, LLC
Capitulum Asset Management GmbH
Carbon Cap Management LLP
Cardinal Capital Management, Inc.
Carnot Capital AG
Cartica Management, LLC
Causeway Capital Management LLC
Cazadores Investments
Cedar River Capital, LLC
Cederberg Capital Limited
Centerstone Investors
Cerno Capital
Charles Schwab Investment Management, Inc.
Charles Schwab Trust Bank
Chevy Chase Trust
China Asset Management Co., Ltd.
Cincinnati Asset Management, Inc.
City of London Investment Management Company Limited
Clark Capital Management Group, Inc.
ClearBridge Investments, LLC
Coeli Fonder AB
Cohen & Steers Capital Management, Inc.
Coho Partners, Ltd.
Colchester Global Investors Limited
Columbus Circle Investors
Columbus Point LLP
Conestoga Capital Advisors LLC
Confluence Investment Management
Conservative Concept Portfolio Management AG
Consilium Investment Management
Copeland Capital Management, LLC
CornerCap Investment Counsel
Coronation Fund Managers Limited
Credit Suisse Asset Management
Crescent Capital Group LP
Crescent Park Management, L.P.
D.F. Dent & Company, Inc.
Dalton, Greiner, Hartman, Maher and Co., LLC
Dana Investment Advisors, Inc.
Davis Selected Advisers, L.P. (d.b.a.
DCI, LLC
DDJ Capital Management, LLC
Delphin Investments
DePrince, Race & Zollo, Inc.
Devon Equity Management Limited
Diamond Hill Capital Management, Inc.
Dimensional Fund Advisors LP
DL Carlson Investment Group
Domini Impact Investments LLC
DOMO Capital Management, LLC
DoubleLine
Douglass Winthrop Advisors, LLC
Downing LLP
Driehaus Capital Management LLC
e360 Power, LLC
Eagle Asset Management, Inc.
Eagle Capital Management, LLC
Eagle Ridge Investment Management, LLC
EAM Investors, LLC
East Capital Asset Management AB
Easterly Investment Partners LLC
Eaton Vance Management
Edendale Capital
Edgbaston Investment Partners LLP
Edge Asset Management
EdgePoint Wealth Management Inc.
Edgewood Management LLC
Edinburgh Partners Limited
EFG Asset Management
Elbrus Capital Management S.A.
Elemental Capital Management, LLC
Elephant Asset Management
Eleva Capital SAS
Elizabeth Park Capital Management
EM LEADERS LLC
Emerald Advisers, LLC
Enko Capital Management
Episteme Capital Partners (UK), LLP
Equity Investment Corporation
Fairpointe Capital LLC
Falcon Invest
Fayez Sarofim & Co.
Federated Hermes, Inc.
Fidelity Institutional Asset Management
Fidelity Investments
Finisterre Capital, LLP
First Eagle Investment Management, LLC
First Wilshire Securities Management, Inc.
Firth Investment Management
Flippin, Bruce & Porter, Inc.
Focused Investors LLC
Fondita Fund Management Company Ltd
Forefront Analytics LLC
Foresight Global Investors, Inc.
FountainCap Research & Investment (Hong Kong) Ltd.
FQS Capital Partners LLP
Fred Alger Management, LLC
Frontegra Asset Management Inc.
Fuller & Thaler Asset Management, Inc.
GAM Investments
Garcia Hamilton & Associates, L.P.
Genesis Investment Management, LLP
Geneva Capital Management
GHE, llc dba Mercury Investment Group
GIA Partners, LLC
Gilman Hill Asset Management, LLC
Glenmede Investment Management LP
Global Evolution Fondsmæglerselskab A/S
Global Infrastructure Finance LLC
GlobeFlex Capital, L.P.
Globescan Capital, Inc
Godafoss Capital Management, LLC
GQG Partners LLC
Gramercy Funds Management LLC
Granite Investment Advisors
Granite Investment Partners, LLC
Great Lakes Advisors, LLC.
Green Alpha Advisors, LLC
Green Ash Partners LLP
GreenWood Investors LLC
Greiphyn Heights Asset Management LP
GSI Capital Advisors
GW&K Investment Management
Gyroscope Capital Management Group LLC
HALCYON PORTFOLIO MANAGEMENT LIMITED
Hanseatic Management Services, Inc.
Harding Loevner LP
Hardman Johnston Global Advisors LLC
Harrington Alpha Fund, LLC
Harris Associates L.P.
Harvest Fund Advisors LLC
Harvey Partners, LLC
HCG Fund Management LP
Headlands Capital Advisors, LLC
Heard Capital
Heitman, LLC
Helm Investment Partners
Henry James International Management
Hereford Funds
Heronbridge Investment Management LLP
Hexavest Inc.
Hickory Lane Capital Management LP
Highclere International Investors LLP
Hila Capital
Hi-Line Capital Management LLC
Hillsdale Investment Management Inc.
Hoisington Investment Management Co
Honeytree Investment Management Ltd.
Hood River Capital Management LLC
Hosking Partners LLP
Hotchkis and Wiley Capital Management, LLC
HS Management Partners, LLC
HSBC Global Asset Management Limited
HSZ (Hong Kong) Limited
INCA Investments, LLC
Income Partners Asset Management (HK) Ltd
Income Research & Management
Independent Franchise Partners, LLP
IndexIQ
Intech Investment Management LLC
Integrity Fixed Income Management, LLC
Intergeneration Capital Management
Intermediate Capital Group PLC
Invesco, Ltd
Invesense Asset Management Limited
Investment Counselors of Maryland, LLC
Ironwood Investment Management, LLC
J O Hambro Capital Management Limited
J Stern & Co LLP
Jacobs Levy Equity Management
Janus Henderson Investors
JECohen & Co., LLC
Jennison Associates LLC
Jensen Investment Management, Inc.
JK Investment Management LLP
Joh. Berenberg, Gossler & Co. KG
Jupiter Asset Management
Jyske Capital, Jyske Bank A/S
Kabouter Management LLC
Kapstream Capital Pty Ltd
Karner Blue Capital, LLC
Kayne Anderson Rudnick Investment Management, LLC
KBI Global Investors (North America) Ltd.
Kennedy Capital Management, Inc.
Kennondale Capital Management LLC
Kestrel Investment Management Corporation
Kopernik Global Investors, LLC
L&S Advisors, Inc
L1 Capital
Lancaster Investment Management LLP
Laureola Advisors Inc.
Laurus Investment Counsel Inc.
Lava Creek Capital Management, LLC
Lazard Asset Management LLC
Legal & General Investment Management America, Inc.
Lester Asset Management Inc.
Leuthold Weeden Capital Management
Liberty Cove, LLC
LibreMax Capital, LLC
Lindsell Train Ltd
Lion Fund Management
LionGuard Capital Management Inc.
Lisanti Capital Growth, LLC
LM Capital Group, LLC
Logan Capital Management Inc
Lombard Odier Investment Managers
Longfellow Investment Management Co.
Longreach Alternatives Ltd
Longview Partners (Guernsey) Limited
Loomis, Sayles & Company, L.P.
Lord, Abbett & Co. LLC
Los Angeles Capital Management LLC
M.D. Sass Investors Services and Associates
Mach Advisors, LLC
MacKay Shields LLC
MainFirst Affiliated Fund Managers (Deutschland) GmbH
MainSky Asset Management
Mairs & Power, Inc.
Man Group
Mandarine Gestion
Manning & Napier Advisors, LLC
Mar Vista Investment Partners, LLC
Marathon Asset Management LLP
Marietta Investment Partners LLC
Mark Asset Management, L.P.
Martin Currie Investment Management Ltd
Martin Investment Management, LLC
Matrix Asset Advisors, Inc.
Mayar Capital Advisors Ltd
Maycrest Capital Inc.
MayTech Global Investments LLC
Mellon Investments Corporation
Merganser Capital Management, LLC
Meritage Portfolio Management
Merlin Asset Management
Mesirow Financial Investment Management, Inc.
Metis Capital Management Ltd
Metis Global Partners, LLC
MetLife Investment Management
METROPOLE Gestion SA
Metropolis Capital Limited
Metzler Asset Management GmbH
MFS Investment Management
MGH Asset Management Limited
Mobius Capital Partners LLP
Moerus Capital Management LLC
Mondrian Investment Partners Limited
Monterone Partners
Moon Capital Management LP
Morgan Stanley Investment Management
Morley Capital Management
Morningside Asset Management
Mount Murray Investment
Muzinich & Co., Inc.
Natixis Investment Managers Australia Pty Limited
Neuberger Berman
New Century Advisors, LLC
Newton Investment Management
Nia Impact Advisors, LLC
Nicholas Investment Partners
Night Owl Capital Management, LLC
Nikko Asset Management Co., Ltd.
Ninety One (previously called Investec Asset Management)
Nippon Value Investors KK
Nipun Capital, L.P.
Nordea Asset Management
North Growth Management Ltd.
North Point Portfolio Managers Corporation
Northern Trust Asset Management
Northwood Investment Partners, LLC
NS Partners Ltd
nuGent Capital Management
Nutshell Asset Management Limited
Nuveen Asset Management
Nuveen, a TIAA Company
NWQ, from nuveen
NZS Capital LLC
Oceanwood Capital Management
Octagon Credit Investors, LLC
One Investment Group
Orbis Investments
Orchid Asia Group Management Ltd
Osterweis Capital Management
Owl Creek Asset Management, L.P.
P/E Investments
Pacific Income Advisers, Inc.
Palisades Investment Partners, LLC
PanAgora Asset Management, Inc.
Paradice Investment Management
Parametric Portfolio Associates LLC
Park Avenue Institutional Advisers, LLC
Payden & Rygel
Peapod Lane Capital LLC
Pelargos Capital B.V.
Penso Advisors, LLC
Performa
Perkins Investment Management LLC
PGIM Fixed Income
Phaeacian Partners LLC
PHOCAS FINANCIAL CORPORATION
Pictet Asset Management
Picton Mahoney Asset Management
Pier 88 Investment Partners LLC
Pier Capital, LLC
PIMCO
PineBridge Investments
PNC Capital Advisors, LLC
Pointe Capital Management LLC
Polar Capital LLP
Polen Capital Management, LLC
Post Advisory Group LLC
Prime Capital AG
Princeton Asset Management, LLC
Principal - Aligned Investors
Principal Global Equities
Principal Global Fixed Income
Principal Portfolio Strategies
Principal Real Estate Investors
Promethos Capital LLC
Putnam Investments
Pyrford International Ltd
QCAM Currency Asset Management AG
Quantology Capital Management SAS
Quoniam Asset Management GmbH
Ranger Investment Management, L.P.
Raub Brock Capital Management, LP
Reaves Asset Management
Record Currency Management Ltd
Regan Capital, LLC
Renaissance Technologies LLC
RhumbLine Advisers Limited Partnership
Rice Hall James & Associates, LLC
Richie Capital Group, LLC
Riverbridge Partners, LLC
RiverFront Investment Group, LLC
RiverNorth Capital Management, LLC
Riverwater Partners LLC
Robeco Institutional Asset Management B.V.
Rockwood Capital Advisors, LLC
Royal London Asset Management Limited
Ruffer LLP
Runde & Co. LLC
RWC Partners Ltd
Rye Bay Capital LLP
Sadoff Investment Management LLC
Sanders Capital, LLC
Sanderson Asset Management LLP
Sandglass Capital Advisors, LLC
Sanlam Investments United Kingdom
Santa Barbara, from Nuveen
Santander Asset Management Investment Holdings, S.L.
Sapience Investments, LLC
Saratoga Research & Investment Management
Sawgrass Asset Management, LLC
Schafer Cullen Capital Management
Schroder Investment Management Limited
Scientific Investment Management
SEB Asset Management
Securian Asset Management, Inc.
Seizert Capital Partners
Select Equity Group, L.P.
Seven Canyons Advisors
Shaker Investments
Shelton Capital Management
Shenkman Capital Management, Inc.
Silchester International Investors LLP
Sissener AS
Sit Investment Associates, Inc.
SKY Harbor Capital Management, LLC
Skyline Asset Management, L.P.
Slow Capital Inc.
Smead Capital Management
SMH Capital Advisors, LLC
Smith Asset Management Group, LP
Smith Graham & Co., Investment Advisors, L.P.
Snow Capital Management, LP
Snyder Capital Management, L.P.
Solstein Capital, LLC
Somerset Capital Management LLP
Songbird Asset Management, LLC
Sound Point Capital Management, L.P.
Sound Shore Management, Inc.
SouthernSun Asset Management
Sparinvest Holdings SE
SPARX Asset Management Co., Ltd.
Spectrum Asset Management Inc.
Speece Thorson Capital Group, Inc.
Sprucegrove Investment Management Ltd.
SRC Capital Management, LLC
SSI Investment Management LLC
Stance Capital, LLC
Stategy Capital LP
Steadfast Long Financial LP
Steigerwald, Gordon & Koch Wealth Advisors
Stephens Investment Management Group
Steward Asset Management
Stewart Investors
Steyn Capital Management (Pty) Ltd
Stillwater Asset Management
Stone Harbor Investment Partners LP
Storm Capital Management AS
Sugi Capital Management, Inc.
Summit Creek Advisors, LLC
Sustainable Growth Advisers, LP
Sustainable Insight Capital Management, LLC
Swiss-Asia Financial
SWS Partners, LLC
Sycomore Asset Management
Sydbank A/S
Syntax Advisors, LLC
T. Rowe Price
Tancook Investment Management
Tensile Capital Management
Texas Institutional Investment Management, LLC
The London Company of Virginia
The TCW Group, Inc.
Thornburg Investment Management, Inc.
Thrivent Asset Management, LLC
Tiger Legatus Capital Management, LLC
TimesSquare Capital Management, LLC
Tocqueville Finance S.A.
Todd Asset Management LLC
Torray LLC
Tremblant Capital Group
Tresides Asset Management GmbH
Triasima Portfolio Management Inc.
TriLinc Global, LLC
Trillium Asset Management LLC
Trinetra Investment Management LLP
Triodos Investment Management B.V.
Troy Asset Management Limited
Trust Asset Management
Twenty Acre Capital
UAB INVL Asset Management
Union Bancaire Privée, UBP SA
Union Investment Institutional GmbH
Value Partners Hong Kong Limited
Van Berkom and Associates Inc.
Van Hulzen Asset Management
Varenne Capital Partners
Venator Capital Ltd.
Victoria Capital Management, Inc.
Voya Investment Management Co. LLC
V-Square Quantitative Management LLC
Wafra Inc.
Walter Scott & Partners Limited
Wasatch Global Investors
Water Asset Management LLC
WaveFront Global Asset Management
Weatherbie Capital, LLC
Weaver C. Barksdale & Associates, Inc.
WEDGE Capital Management, L.L.P.
Weitz Investment Management, Inc.
Wellington Management Company LLP
Western Asset Management Company, LLC
Westfield Capital Management Company, L.P.
Westwood Global Investments, LLC
Westwood Management Corp.
Whitehelm Capital Pty Ltd
Winslow Capital Management, LLC
Wise Capital Management Inc.
Wutherich & Company Investment Counsel Inc.
XANTOS LABS, LLC
Zadig Asset Management
Zeo Capital Advisors
Zevin Asset Management, LLC
Ziegler Capital Management LLC