Diversity, Equity, and Inclusion (DEI) Action Plan
The Dartmouth Investment Office embraces diversity, equity, and inclusion as core
values in support of Dartmouth’s mission. We recognize that strong diversity and inclusion
practices are valuable attributes for any investment team and process. This applies
not only to the work we do in the Investment Office but also more broadly across the
investment management industry. To promote improvement within our own organization
as well as within the industry, we are committing to the following Action Plan and
Guiding Principles.
Key Organizational Initiatives:
- Staff training program: provide DEI educational resources, bias training, recruitment
and retention training, and an array of other programs over time
- Hiring protocol: mandate ensures hiring searches are inclusive and broad reaching
- Student programs: provide Dartmouth undergraduate students, largely recruited through
outreach to underrepresented groups, with opportunities to learn about investing and
endowment management through DCIO’s annual Summer Endowment Fellowship and Winter
Internship programs
- DCIO DEI webpage: communicate and report on DCIO’s commitment to seeing the improvement
of diversity characteristics of our portfolio and of the investment management industry
- Service providers: engage with key service providers to ensure all reaches of the
endowment are committed to improving diversity in the industry
Key Portfolio Initiatives:
- Survey: monitor progress over time on diversity characteristics of portfolio investments
through a survey sent to all DCIO managers. To be repeated at future intervals, current survey results can be found here
- Investment pipeline: source diverse-led managers by building internal databases, screening
third-party databases, attending diversity-focused industry events, and more. DCIO
tracks the pipeline of managers/meetings to ensure our funnel is broadened where possible
- Manager communication: express the College’s and the Investment Office’s dedication
to DEI in conversations with managers. Incorporate DEI conversations specifically
into our upfront diligence and ongoing monitoring
- Engagement: work with investment firms to better understand their thinking. Brainstorm
about ideas to promote diversity
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