Free private markets document template
Fund Manager DEI Questionnaire Template
Create an original LP DEI monitoring questionnaire covering manager ownership, workforce, investment teams, portfolio practices and annual progress.
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