Fund Managers: Considered for Investment (II2107)

This metric is intended to capture the number of financial professionals (individuals) affiliated with the organization who were candidates to manage money and securities—that is, those individuals in the pipeline—on behalf of one or more clients with the goal of growing the asset value. Organizations should count all individuals in the pipeline at any point during the reporting period, regardless of whether or not they made investments.

Both indirectly and directly investing organizations may use this metric. For indirectly investing organizations (sometimes termed asset owners), this metric refers to the number of asset managers/fund managers that externally manage their assets. For directly investing organizations, this metric refers to the number of asset managers working within the organization to manage funds.

Used along with Target Stakeholder Demographic (PD5752) to specify historically marginalized groups due to race and/or ethnicity, this metric aligns with the Corporate Racial Equity Alliance’s (https://corporateracialequityalliance.org/) Investor Blueprint for Racial Equity and its corporate-focused CEO Blueprint for Racial Equity (https://corporateracialequityalliance.org/2021-blueprint).