Free private markets document template
Diversity Metrics Collection Template
Generate an original LP diversity metrics collection template for manager ownership, leadership, workforce, investment teams and portfolio companies.
01
Reporting instructions
Institutional LP requests diversity metrics for 2027, measured as of December 31, 2027. Report actual values, not estimates, and explain unavailable fields.
02
Definitions & scope
Population scope: Management company employees, investment professionals, ownership and controlled portfolio-company boards. Geographic scope: Global gender data; race and ethnicity data where lawful and voluntarily disclosed. Apply this standard: Use self-identification, report unknown or declined separately and do not infer identity.
03
Ownership metrics
Total owners, ownership percentage, voting control and carry participation by demographic group
04
Leadership metrics
Executive committee, investment committee, partners and managing directors by demographic group
05
Workforce metrics
Headcount, hires, promotions, departures and voluntary turnover by level and function
06
Investment-team metrics
Investment headcount, seniority, strategy, hires, promotions and departures
07
Portfolio-company metrics
Board, CEO and executive-team representation for controlled investments
08
Time-series comparison
Provide current year, prior year and change in percentage points
09
Data quality & certification
CFO, COO or authorized officer certifies completeness and methodology
10
Privacy & confidentiality
Aggregate for benchmarking; restrict identifiable employee-level data
11
Submission requirements
Editable aggregate collection table in Word or PDF, with methodology notes and material-change explanation