#DiversityInFinance
NAIC 2023 performance report reveals that diverse-owned private equity firms significantly outperform industry benchmarks. Despite these results, diverse managers still control less than 2% of total assets in the industry.

#DiversityInFinance #InvestmentReturns
naicpe.com/naic-researc...
Examining the Returns 2023 - NAIC
Further Evidence of Diverse-Owned Private Equity Firm Outperformance
naicpe.com
December 5, 2024 at 4:12 PM
Great news to kick off the week!
Valerie Red-Horse Mohl has been named Deputy CIO for Responsible Investing at the NYC Pension Systems, overseeing $279 billion in assets.

Read more here: www.ai-cio.com/news/nyc-pen...

#DiversityInFinance #SustainableInvesting #ImpactInvesting
NYC Pension Systems Name Valerie Red-Horse Mohl as Deputy CIO | Chief Investment Officer
In charge of responsible investing at the $279 billion systems, Red-Horse Mohl will oversee diverse and emerging manager programs; ESG investing; and targeted investment programs.
www.ai-cio.com
March 3, 2025 at 2:01 PM
Making Financial Advising More Accessible with Sonia Martinez-Trujillo
In this episode of Marci Talks Money (and Life), I talk with Sonia Martinez-Trujillo about making financial advising more accessible, career pivots, bilingual communication, homeschooling, and creating opportunities through education and adaptability. We discuss financial literacy, personal finance, career changes, entrepreneurship, family life, and the importance of making financial education understandable and approachable for diverse communities. Sonia also shares insights about being bilingual, balancing family and professional responsibilities, and navigating life transitions with resilience and intention. This conversation explores the connection between financial accessibility, education, communication, personal growth, and creating meaningful opportunities through lifelong learning and adaptability. https://www.forfiduciary.com/meet-sonia https://www.linkedin.com/in/soniamartinez-trujillo/
www.spreaker.com
July 1, 2026 at 10:00 AM
CalPERS is revolutionizing its investment strategy with a bold “total portfolio approach” aimed at securing retirement for 2.4 million members, set to launch on July 1!

Learn more here

#CA #CitizenPortal #SustainableInvestments #InvestmentGovernance #DiversityInFinance
CalPERS Adopts Total Portfolio Approach, Sets July 1 Implementation
A CalPERS leadership representative said the board voted this week to adopt a total portfolio approach to investing, prioritizing overall fund health with a July 1 start; the remarks highlighted climate portfolio growth, private equity performance and allocations to diverse managers.
citizenportal.ai
November 26, 2025 at 8:11 AM
Afua Kyei, Britain’s Most Influential Black Person, Says She’s Proof Women Can Juggle Both Career And Family: When Afua Kyei walks into the Bank of England each morning, she isn’t just crunching numbers — she’s… #WomenInLeadership #BlackExcellence #CareerAndFamily #EmpowerWomen #DiversityInFinance
Afua Kyei, Britain’s Most Influential Black Person, Says She’s Proof Women Can Juggle Both Career And Family
When Afua Kyei walks into the Bank of England each morning, she isn’t just crunching numbers — she’s rewriting history. As the… The post Afua Kyei, Britain’s Most Influential Black Person, Says She’s Proof Women Can Juggle Both Career And Family appeared first on Shine My Crown.
dlvr.it
November 7, 2025 at 9:04 PM