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这两家机构达成合作,将提升资产管理行业的多元化

这两家机构达成合作,将提升资产管理行业的多元化

Anne Sraders 2021年10月18日
两家机构合作的重点是“识别和解决投资有多元化创始人的资产管理公司面临的障碍,为多元化的求职者创造加入顶级金融机构的机会。”

与其他金融领域一样,资产管理行业与多元化相去甚远。但在各行各业普遍追求多元化、公平、包容的大背景下,私募股权业巨头凯雷投资集团(Carlyle Group)将与无党派非营利性智库米尔肯研究院(Milken Institute)合作,从根源上解决这个问题。

两家机构在10月14日宣布,米尔肯研究院的金融市场中心(Center for Financial Markets)启动了一个项目,旨在提高资产管理行业的多元化水平,在资产管理公司针对女性和黑人、原住民、有色人种(BIPOC)“培养包容的文化”。凯雷投资集团是该项目的战略合作伙伴和承销商。

金融市场中心的高级总监布莱尔·C·史密斯在新闻稿中表示,资产管理多元化、公平、包容项目(DEI in Asset Management Program)将包含业内领袖组成的咨询委员会、圆桌讨论和“专项”研究,重点是“识别和解决投资有多元化创始人的资产管理公司面临的障碍,为多元化的求职者创造加入顶级金融机构的机会。”

该项目的内容包括为属于BIPOC群体的大学生开发一门课程,帮助他们为加入资产管理公司做好准备,并建立多元化的人才储备,同时召集行业领导者制定与多元化目标有关的公共政策和行业标准。凯雷投资集团的首席执行官李揆晟(Kewsong Lee)在新闻稿中称:“我们致力于利用公司的影响力,推动行业多元化、公平和包容性,进而打造更优秀的公司。”

米尔肯研究院的总裁兼首席运营官理查德·迪蒂齐奥通过电子邮件告诉《财富》杂志:“本项目的目的是创造机会,解决信托责任,进而实现收益最大化。我们的计划是确定并向投资公司、学术界和其他机构提供行动导向的建议,使资产管理行业(从基层到高层管理者)在多元化、公平和包容性方面取得显著的结果。”

凯雷投资集团的多元化、公平和包容性负责人卡拉·赫兰德告诉《财富》杂志:“凯雷投资集团在这方面对自己的定位是提供种子基金。”凯雷投资集团提供的财务支持将持续到2022年,但赫兰德表示,公司很清楚此事“不可能一蹴而就”,并“承诺始终关注这个问题。”凯雷投资集团拒绝透露其承诺的出资金额。

赫兰德指出,虽然该私募股权公司率先支持该项目,“但还需要更多方面的帮助来确定本项目的议程和工作内容”,包括资产管理行业的学者和研究人员。

该项目的部分内容是创建对现行行业标准的“基线测评”,以及跟踪项目成果的研究指标。赫兰德认为后者才是关键,因为“整个行业一直无法解决的一个问题是,我们需要遵循一套什么样的统一标准或指标?”迪蒂齐奥称该项目“将从对多元化专业人才的商业需求和公平供应方面,确定成功的标准,并扩大对新资产管理企业的承销范围。”他说,米尔肯研究院仍然在进行分析研究,力争确定“可以帮助实现这些目标的指标”。

凯雷投资集团最近一直在大力提升公司的多元化水平,包括将全球的投资组合公司以及美国和欧洲与环境、社会和治理挂钩的信贷机构的多元化董事会成员比例提高到30%,并将员工薪酬与多元化目标挂钩等。但据《Insider》杂志报道,截至今年5月,该公司在美国的高层管理人员只有3%是黑人,4%为拉丁裔。这篇报道得到了公司的证实。对于这些数据,赫兰德对《财富》杂志称“我们在内部有所进展”,并且公司“仍然在继续加大对这个问题的重视”,但过去“三四个”月这些数据“没有明显的变化”。凯雷投资集团的董事会成员大部分是白人男性。

但对于整个行业改善多元化的意愿,赫兰德却充满了信心。

她补充说:“我们的投资组合公司的管理团队向我们征求这方面的意见和指导,因为他们希望能够妥善解决这个问题。这让我备受鼓舞。”(财富中文网)

翻译:刘进龙

审校:汪皓

与其他金融领域一样,资产管理行业与多元化相去甚远。但在各行各业普遍追求多元化、公平、包容的大背景下,私募股权业巨头凯雷投资集团(Carlyle Group)将与无党派非营利性智库米尔肯研究院(Milken Institute)合作,从根源上解决这个问题。

两家机构在10月14日宣布,米尔肯研究院的金融市场中心(Center for Financial Markets)启动了一个项目,旨在提高资产管理行业的多元化水平,在资产管理公司针对女性和黑人、原住民、有色人种(BIPOC)“培养包容的文化”。凯雷投资集团是该项目的战略合作伙伴和承销商。

金融市场中心的高级总监布莱尔·C·史密斯在新闻稿中表示,资产管理多元化、公平、包容项目(DEI in Asset Management Program)将包含业内领袖组成的咨询委员会、圆桌讨论和“专项”研究,重点是“识别和解决投资有多元化创始人的资产管理公司面临的障碍,为多元化的求职者创造加入顶级金融机构的机会。”

该项目的内容包括为属于BIPOC群体的大学生开发一门课程,帮助他们为加入资产管理公司做好准备,并建立多元化的人才储备,同时召集行业领导者制定与多元化目标有关的公共政策和行业标准。凯雷投资集团的首席执行官李揆晟(Kewsong Lee)在新闻稿中称:“我们致力于利用公司的影响力,推动行业多元化、公平和包容性,进而打造更优秀的公司。”

米尔肯研究院的总裁兼首席运营官理查德·迪蒂齐奥通过电子邮件告诉《财富》杂志:“本项目的目的是创造机会,解决信托责任,进而实现收益最大化。我们的计划是确定并向投资公司、学术界和其他机构提供行动导向的建议,使资产管理行业(从基层到高层管理者)在多元化、公平和包容性方面取得显著的结果。”

凯雷投资集团的多元化、公平和包容性负责人卡拉·赫兰德告诉《财富》杂志:“凯雷投资集团在这方面对自己的定位是提供种子基金。”凯雷投资集团提供的财务支持将持续到2022年,但赫兰德表示,公司很清楚此事“不可能一蹴而就”,并“承诺始终关注这个问题。”凯雷投资集团拒绝透露其承诺的出资金额。

赫兰德指出,虽然该私募股权公司率先支持该项目,“但还需要更多方面的帮助来确定本项目的议程和工作内容”,包括资产管理行业的学者和研究人员。

该项目的部分内容是创建对现行行业标准的“基线测评”,以及跟踪项目成果的研究指标。赫兰德认为后者才是关键,因为“整个行业一直无法解决的一个问题是,我们需要遵循一套什么样的统一标准或指标?”迪蒂齐奥称该项目“将从对多元化专业人才的商业需求和公平供应方面,确定成功的标准,并扩大对新资产管理企业的承销范围。”他说,米尔肯研究院仍然在进行分析研究,力争确定“可以帮助实现这些目标的指标”。

凯雷投资集团最近一直在大力提升公司的多元化水平,包括将全球的投资组合公司以及美国和欧洲与环境、社会和治理挂钩的信贷机构的多元化董事会成员比例提高到30%,并将员工薪酬与多元化目标挂钩等。但据《Insider》杂志报道,截至今年5月,该公司在美国的高层管理人员只有3%是黑人,4%为拉丁裔。这篇报道得到了公司的证实。对于这些数据,赫兰德对《财富》杂志称“我们在内部有所进展”,并且公司“仍然在继续加大对这个问题的重视”,但过去“三四个”月这些数据“没有明显的变化”。凯雷投资集团的董事会成员大部分是白人男性。

但对于整个行业改善多元化的意愿,赫兰德却充满了信心。

她补充说:“我们的投资组合公司的管理团队向我们征求这方面的意见和指导,因为他们希望能够妥善解决这个问题。这让我备受鼓舞。”(财富中文网)

翻译:刘进龙

审校:汪皓

The asset management industry, like the rest of the finance world, is a far cry from being considered diverse. But amid the broader push for diversity, equity, and inclusion across industries, private equity giant Carlyle Group and the Milken Institute, a nonpartisan and nonprofit think tank, are teaming up to address the issue from the roots.

The Milken Institute’s Center for Financial Markets is launching a program to improve diversity and "promote an inclusive culture" in asset management firms for women and Black, Indigenous, people of color (BIPOC), the institute and Carlyle announced on October 14. Carlyle is a strategic partner and underwriter in the initiative.

Dubbed the DEI in Asset Management Program, the initiative will include an advisory council of industry leaders, roundtable discussions, and "issue-specific" research, focusing on "identifying and addressing impediments to investing in asset management firms with diverse founders and providing more diverse candidates with opportunities to join top financial institutions,” Blair C. Smith, senior director of the Center for Financial Markets, said in a news release.

That effort will include looking into developing a curriculum for undergraduate BIPOC students to prepare them for roles in the asset management business and build a more diverse pipeline, as well as convening industry leaders to push for public policy and industry standards related to diversity objectives. “We are committed to using our spheres of influence to advance diversity, equity, and inclusion and, in turn, build better businesses,” said Kewsong Lee, CEO of Carlyle, in the news release.

"The purpose is both creating opportunity and addressing the fiduciary responsibility to maximize returns," Richard Ditizio, president and chief operating officer of the Milken Institute, told Fortune via email. "Our plan is to determine and promote action-oriented recommendations to investment firms, academia, and other institutions that will lead to measurable DEI outcomes in the asset management industry," from the ground floor to the C-suite.

As for Carlyle, "We really see ourselves as the seed funders for this," Kara Helander, the firm's head of diversity, equity, and inclusion, told Fortune. At this point Carlyle's financial support will extend into 2022, but Helander indicated the firm knows progress is "not going to happen overnight" and is "committed to focusing on this issue." Carlyle declined to provide specifics about the size of its funding commitment.

While the private equity firm is the first to back the program, "clearly there will be more to help shape the agenda and the work that the initiative undertakes," likely including those in academia and research as well as others in the asset management industry, Helander said.

Part of that agenda is creating a "baseline measurement" of current industry standards, as well as researching metrics to track outcomes, which Helander believes is key, considering "one of the things that the whole industry struggles with is, what is a uniform set of standards or metrics that we're going to track?" For this program, Milken's Ditizio describes it as "setting the bar for success at commercial demand for—and an equitable supply of—diverse professionals, and expanded underwriting for emerging asset managers." The institute is still analyzing studies and conducting research to understand "what metrics might help achieve those goals," he said.

Carlyle itself has recently been upping its diversity efforts, including a goal to have 30% diverse board members on its portfolio companies globally, ESG-linked credit facilities in the U.S. and Europe, and tying employee compensation to diversity goals. But as of May, only 3% of the firm's senior employees in the U.S. were Black, and only 4% identified as Hispanic or Latinx, per an Insider report the company confirmed. In response to the statistic, Helander told Fortune that "we're making progress internally" and that the firm is "continuing to put emphasis on that," but there was "no major shift" in those figures in the past "three or four" months. Carlyle's own board, meanwhile, remains largely white and male.

But across the industry, Helander is optimistic about what she's seeing in terms of willingness to work on diversity.

"Our portfolio company management teams are coming to us for advice and guidance around this because they want to do this well," she added. "And I'm encouraged by that."

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