DEI and ESG in manager ratings: Clarke’s legacy

Mercer will incorporate DEI considerations into its manager research the same way it pioneered the incorporation of ESG factors in its manager ratings process back in 2012. The integration of DEI is a parting gift from long-term global head of investment research, Deb Clarke, who retired yesterday. Amanda White spoke to her about her legacy and the investment industry’s unfinished business.

Portfolio actions for a sustainable tomorrow

Tim Hodgson imagines a future where portfolios are managed to risk, return and impact goals via a total portfolio approach that puts every investment into a competition to best meet those goals. He outlines some questions to guide portfolio actions to get there.

Promoting diversity won’t cut it, results will: Brown Duckett

CEOs are accustomed to stretch targets and reward outcomes, not efforts says TIAA’s Thasunda Brown Duckett, the same principals should be applied in the DEI space. She was speaking alongside CIOs from CalPERS and CalSTRS at a diversity forum co-hosted by the funds.