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Diversity in Asset Management

On-Demand | Originally Broadcast on April 19, 2022 | Part of the Endowment Leadership Series

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Data has shown that a lack of diversity in the asset management field, and a lack of diversity among college and university asset managers specifically, is an ongoing and persistent issue that colleges and universities must address. Similarly, a lack of diversity in the higher education pipeline of future asset managers ensures that this problem will be perpetually present unless institutions and investment management firms undertake radical changes soon.
This session provides an overview of the most recent data on diverse asset managers and will offer a look at why diversity in asset management is important for institutions of all sizes. We will review successful policies that some colleges and universities have put in place to prioritize diversity in their own asset management and examine how other institutions are taking steps to ensure greater diversity in future asset managers by cultivating a diverse student pipeline to the financial management industry.
Learning Objectives:
  • Learn how to recognize industry misconceptions or oversights that may be perpetuating a lack of diversity among institutions’ asset management team, and why that could be detrimental to your overall investment portfolio. Compare your institution’s efforts to seek out diverse asset management with those of other colleges and universities across the country.
  • Understand best practices and policies your institution can put in place to emphasize the importance of diversity among your asset management team from the initial hiring stage and beyond.  
  • Discover how colleges and universities can actively help build a pipeline of greater diversity in the asset management field by seeking out and supporting a diverse student body, particularly in the fields of business, finance and economics.
This webcast is part of the Endowment Leadership Series. Visit the series page to see other sessions
available for a la carte registration or to purchase access to the whole series.
This webcast is supported by TIAA. 

Endowment Management Webcast Workshop

Meet The Presenters

  • Megan Fielding, senior director, responsible investing, Nuveen Investments
  • Angela Matheny, director of investment staff and diverse manager equity, Crewcial Partners
  • Sue Menditto, senior director, accounting policy, NACUBO

CPE Information

Estimated 1.5 CPE Credits

CPE credit is not available for On-Demand programs at this time.

NACUBO is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website


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