Callan's Inaugural Asset Manager DEI Study Illustrates How Asset Management Firms Approach DEI
Callan's Inaugural Asset Manager DEI Study Illustrates How Asset Management Firms Approach DEI
SAN FRANCISCO, May 1, 2024 /PRNewswire/ -- Callan, a leading institutional investment consulting firm, announced the results of its inaugural 2024 Asset Manager DEI Study, highlighting asset manager responses to diversity, equity, and inclusion (DEI) questions gathered in Callan's proprietary database. Reflecting input from over 1,200 unique organizations, the study offers a high-level assessment of the degree to which these organizations have established DEI policies and procedures.
舊金山，2024 年 5 月 1 日 /PRNewswire/ — 領先的機構投資諮詢公司卡倫公佈了其首屆業績 2024 年資產經理 DEI 研究， 重點介紹資產管理人對Callan專有數據庫中收集的多元化、公平和包容性（DEI）問題的回應。該研究反映了來自1,200多個獨特組織的意見，對這些組織制定DEI政策和程序的程度進行了高層次評估。
"With this study, we're able to gauge how asset management firms are incorporating DEI practices into their core business, which we feel is important to the success and longevity of any firm," said Lauren Mathias, CFA, senior vice president in Callan's Global Manager Research group and the firm's diversity, equity, and belonging champion. "While we've been tracking this type of data in our proprietary database for decades, this study is the baseline in our benchmarking as we analyze trends over time."
“通過這項研究，我們能夠評估資產管理公司如何將DEI實踐納入其核心業務，我們認爲這對任何公司的成功和長壽都很重要，” Callan全球經理人研究小組高級副總裁、該公司的多元化、公平性和歸屬感支持者Lauren Mathias說。“雖然我們幾十年來一直在專有數據庫中跟蹤此類數據，但這項研究是我們分析一段時間內的趨勢時的基準。”
Key Findings:
主要發現：
Of the 1,200 firms that responded to these questions:
在回答這些問題的1200家公司中：
- 70% have adopted a formal DEI policy
- 71% have diverse recruitment initiatives
- 65% have a DEI training program
- 50% have mentorship programs for underrepresented groups
- 37% have a pay-parity policy, and 36% have conducted a study
- 70% 採用了正式的 DEI 政策
- 71% 的招聘計劃多種多樣
- 65% 有 DEI 培訓計劃
- 50% 爲代表性不足的群體制定了指導計劃
- 37％的人有薪酬平等政策，36％的人進行了研究
To delve into how firm size influences trends within the industry, Callan segmented the data based on assets under management and employee count thresholds. Callan found a higher percentage of larger organizations with policies and practices in place, given they tend to have more resources to dedicate to these initiatives.
爲了深入研究公司規模如何影響行業趨勢，Callan根據管理的資產和員工人數閾值對數據進行了細分。卡倫發現，在制定政策和做法的大型組織中，比例更高，因爲他們往往有更多的資源專門用於這些舉措。
Diversity, Equity & Belonging at Callan
Callan launched its diversity, equity, and belonging (DEB) strategy in 2021 to build on the firm's values established by founder Ed Callan in 1973. The DEB strategy ensures that Callan will continue to engage, innovate, and grow by building a diverse workforce, pursuing equitable outcomes, and creating a sense of belonging for all employees.
Callan 的多元化、公平和歸屬感
卡倫於2021年啓動了多元化、公平和歸屬感（DEB）戰略，以建立在創始人埃德·卡蘭於1973年確立的公司價值觀的基礎上。DEB戰略通過建立多元化的員工隊伍、追求公平的成果以及爲所有員工創造歸屬感，確保Callan繼續參與、創新和發展。
Find the summary blog post and full study here.
查找摘要博客文章和完整研究 這裏。
About Callan
Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan advises clients with more than $3 trillion in total assets, which makes it among the largest independently owned investment consulting firms in the U.S. Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners. Callan has six offices throughout the U.S. Learn more at callan.com.
關於卡倫
Callan成立於1973年，是一家員工持股的投資諮詢公司。從那時起，我們以專有研究、獨家數據和持續教育爲後盾，爲機構客戶提供創新的定製投資解決方案。如今，Callan爲總資產超過3萬億美元的客戶提供諮詢，使其成爲美國最大的獨立投資諮詢公司之一。Callan使用以客戶爲中心的諮詢模式爲養老金和固定繳款計劃發起人、捐贈基金、基金會、獨立投資顧問、投資經理和其他資產所有者提供服務。Callan 在美國各地設有六個辦事處。要了解更多信息，請訪問 callan.com。
Media Contact:
Elizabeth Anathan
[email protected]
415-274-3020
媒體聯繫人：
伊麗莎白阿納森
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415-274-3020
SOURCE Callan LLC
來源 Callan LLC
譯文內容由第三人軟體翻譯。