Free private markets document generator
Fund Manager DEI Monitoring Questionnaire
Create an original LP DEI monitoring questionnaire covering manager ownership, workforce, investment teams, portfolio practices and annual progress. Build a repeatable LP questionnaire for ongoing manager diversity, equity and inclusion monitoring.
What this generator covers
Inputs used by the document
- Manager profile: Manager, Reporting period, Firm AUM, Total employees, Investment professionals
- Diversity metrics: Diverse ownership, Leadership diversity, Workforce diversity, Investment-team diversity, Hiring and promotion, Turnover observations
- Practices & progress: DEI governance, Portfolio-company practices, Supplier and sourcing practices, Progress this period, Gaps and next actions
01
Reporting overview
This questionnaire supports ongoing LP monitoring of Fund Manager for Year ended December 31, 2027. The firm reports $4.2bn of AUM.
02
Ownership
Describe current ownership and changes during the period. Reported diverse ownership is 28% of ownership held by women and underrepresented groups.
03
Leadership
Report representation across the management company, investment committee and senior leadership. Current leadership diversity is 3 of 9 senior leadership roles.
04
Firm workforce
The firm has 86 employees. Reported workforce diversity is 42% women; 34% racial or ethnic minorities in the U.S.. Provide consistent definitions and prior-year comparisons.
05
Investment team
The investment team has 31 professionals. Reported representation is 35% women; 29% racial or ethnic minorities in the U.S..
06
Hiring, promotion & retention
48% of new hires and 40% of promotions went to diverse professionals. Turnover observations: Overall turnover 9%; diverse-professional turnover 11%. Explain material differences by seniority and function.
07
Governance & accountability
Quarterly executive review with a named operating partner accountable for goals
08
Portfolio-company practices
Board and executive diversity tracked at control investments; inclusive recruiting resources offered
09
Sourcing & suppliers
Diverse recruiting firms and professional-service providers included in competitive searches
10
Annual progress
Expanded internship pipeline and improved investment-team representation by four percentage points
11
Gaps & next actions
Improve senior retention, formalize promotion analytics and expand portfolio-company reporting
How to use this document generator
Review the example assumptions, replace them with information from your own investment process, and check every statement against the governing documents and source data. The interactive version updates the draft immediately and can export it to Word or PDF without a login.
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Scope
This is a practical starting point, not legal, tax, or investment advice.
Template 1.0 · Reviewed 13 August 2026