Allocator Collective (formerly IADEI) Information

ABOUT US Allocator Collective is a member-driven organization dedicated to improving multi-dimensional diversity in members’ teams and portfolios. Our mission is to empower institutional asset allocators to broaden opportunities for diverse fund managers and investment teams, recognizing diversity across a broad range of aspects as a performance advantage. We foster collaboration, amplify research and insights, and advocate for for deliberate, impactful change in the investment landscape. Together, we’re shaping a future where representation and performance go hand in hand. Over 700 allocators from endowments, foundations, pensions, family offices, and other institutions have joined our community. Over 800 managers across asset classes can be found in our open source database. APPROACH/PHILOSOPHY We are collaborative and inclusive: our resources are open source and our agendas for manager pitch sessions and content sessions are open source. We see the asset owner-asset manager dialogue as the fulcrum of the investment value chain, and together we can drive systemic change over time. DISCLAIMER There is no registration process or membership fee to join Allocator Collective; individuals are added to the distribution list on the basis of working at an institutional allocator or being a like-minded nonprofit ("cousin"). Attendees of Allocator Collective events will not be asked to confirm that they are accredited investors or qualified purchasers. Sessions are not recorded by Allocator Collective and are not intended for media attendance; however, Allocator Collective cannot provide representation as to an impossibility that someone could record the session or share a link with a member of the media. There will be no fees paid for any investments that may occur after introductions are made through Allocator Collective, and no formal coordination of investment decisions or pooling of capital occurs among Allocator Collective members.