Allocator Collective (formerly IADEI)

MISSION IADEI is a consortium of asset owners, primarily endowments and foundations, that seeks to drive diversity, equity, and inclusion within institutional investment teams and portfolios and across the investment management industry, including directing capital toward diverse fund managers. STRATEGY We pursue this goal in four ways: 1. Pitch sessions by asset class to introduce diverse managers to a large group of institutional LPs 2. Content sessions to share DEI best practices and resources among members 3. A shared database of diverse managers, diverse talent pool sourcing organizations, DEI trainers, and DEI literature reviews 4. Efforts to help launch a dedicated investment vehicle focused on diverse managers APPROACH/PHILOSOPHY We are collaborative and inclusive: our resources are open source and our agendas for manager pitch sessions and content sessions are open source. Driving DEI across the investment value change is challenging, but we see the asset owner-asset manager dialogue as the fulcrum of the investment value chain, and together we can drive systemic change over time. DISCLAIMER There is no registration process or membership fee to join IADEI; individuals are added to the distribution list on the basis of working at an institutional allocator or being a DEI ally. Attendees of IADEI events will not be asked to confirm that they are accredited investors or qualified purchasers. Sessions are not recorded by IADEI and are not intended for media attendance; however, IADEI cannot provide representation as to an impossibility that someone could record the session or share a link with a member of the media. There will be no fees paid for any investments that may occur after introductions are made through IADEI, and no formal coordination of investment decisions or pooling of capital occurs among IADEI members.