In a study funded by the Knight Foundation, we offer a comprehensive look at diverse ownership of asset management firms. In addition to quantifying the representation of women- and minority-owned firms in the U.S. asset management industry, this report also explores the performance of diverse-owned funds and finds them to perform just as well as the industry overall.
Learn how Bella measures ownership diversity across asset management.
Authors
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Sam Holt is a Principal and Director of Client Engagement at Bella Private Markets. His research centers on performance analysis and impact measurement, with a particular focus on combining qualitative and quantitative methods to produce decision-grade insight for institutional clients. He is a CFA charter holder.
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Josh Lerner is Managing Partner of Bella Private Markets. His work on venture capital and private equity is collected in three books, including Venture Capital and Private Equity: A Casebook, now in its fifth edition, and the textbook Venture Capital, Private Equity, and the Financing of Entrepreneurship. He is a recipient of the Swedish government's Global Entrepreneurship Research Award and the Cheng Siwei Award for Venture Capital Research.


