Number of unique individuals affiliated with the organization who were managing client assets via funds and/or separate accounts as of the end of the reporting period.
Fund Managers: Total (II5889)
- Reporting Format Decimal
- Metric Type Metric
- Metric Level Investing Organization
- IRIS Metric Citation IRIS, 2022. Fund Managers: Total (II5889). v5.3.
Footnote
Organizations should footnote all assumptions used.
Usage Guidance
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This metric is intended to capture the number of financial professionals (individuals) affiliated with the organization who manage money and securities on behalf of one or more clients with the goal of growing the asset value.
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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.
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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).
Related metrics
This metric has 1 related submetrics.
Impact Categories & Themes
SDG Goals & Targets
No Poverty
Zero Hunger
Good Health and Well-being
Quality Education
Gender Equality
Decent Work and Economic Growth
Reduced Inequality
Sustainable Cities and Communities
Responsible Consumption and Production
Peace and Justice Strong Institutions
Metric History
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June 2022 - IRIS v5.3 Released (current version)
New metric. Fund Managers: Total (II5889) was developed via the IRIS+ Racial Equity Expert Subgroup.