Women- and minority-owned firms control just a fraction of U.S. investments, and many firms struggle to raise capital largely due to inadequate demand for their investment offerings. However, a growing body of research shows firms offering diverse perspectives in decision making firms stand a good chance of delivering positive outcomes, and clients ultimately benefit from a consideration of a full opportunity set. This session will explore where the wealth industry currently stands in the use of diverse asset managers, the growing opportunity that exists and items to consider when including a diverse manager mandate in portfolios.
Join Members of WIN of Philadelphia with Sabrina Bowens-Richard, CFA, CAIA, Truist Advisory Services, Senior Investment Solutions Specialist, Diverse Asset Managers. Event will be moderated by Elizabeth Cabell Jennings, CFA, CAIA, CIMA, Regional Practice Leader, Truist Foundations and Endowments Specialty Practice.