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* 1. Does your firm/fund have a stated goal to allocate to diverse or minority/women-owned investment management firms?

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* 2. If your firm does not have a stated D&I goal, do you plan to implement this objective in 2021?

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* 3. Does your firm have a Chief D&I officer?

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* 4. What percentage of your firm’s overall portfolio was allocated to diverse and women-owned investment management firms on Jan 1, 2020?

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* 5. What percentage of your firm’s overall portfolio was allocated to diverse and women-owned investment management firms on Jan 1, 2021?

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* 6. What type of allocator/investor do you represent?

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* 7. What is your AUM?

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* 8. What are the biggest challenges your firm faces while considering allocations to more diverse managers? (Select all that apply)

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* 9. At what levels does your firm analyze diversity? (Select all that apply)

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* 10. How does your firm source diverse managers? (Select all that apply)

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* 11. Does your firm engage with managers on Diversity & Inclusion?

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* 12. If you knew an investment manager breached its contractual obligations with either a woman-owned company or minority-owned service provider, would you:

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* 13. Has your firm identified specific strategies / sectors where increased allocations to diverse managers are planned?

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* 14. If your answer above was yes, please check those that apply:

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* 15. How well do you think your firm is progressing in considerations of Diversity?

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* 16. Are there any additional details you would like to share?

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