This case study examines how one community foundation — Silicon Valley Community Foundation with assets under management of $4.7 billion — approached the issue of increasing investment manager diversity with its investment advisor — Colonial Consulting which advises $30 billion of capital. These first-person accounts from the community foundation’s CEO and the investment advisor provide candid assessments of how they addressed the issue of increasing investment manager diversity. The hope is that by sharing these observations other foundations and their investment advisors will find the courage to discuss and address the issue of investment manager diversity, the hardest taboo to break.
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What are the main takeaways or key points from this resource?:
How one community foundation approached the issue of increasing investment manager diversity with its investment advisor.
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Emmett D. Carson and Michael Miller
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