Driving Diversity and Inclusion Insights Across a 400-Manager Portfolio

FEG Harvest-2

FEG Investment Advisors used Harvest’s automated data collection and analytics platform to gain full visibility into leadership diversity metrics across a 400-manager portfolio in just four weeks.

Challenge

FEG Investment Advisors needed deeper visibility into the gender and ethnic diversity of leadership teams across its portfolio of more than 400 fund managers.

Sensitive diversity data was inconsistently reported and difficult to gather at scale, but essential to support FEG’s commitment to inclusive investment practices.

Solution

Harvest’s Investor Platform enabled FEG to:

  • Design and distribute a custom diversity and inclusion questionnaire to the manager community.
  • Automate collection and validation of diversity metrics.
  • Visualize diversity insights via intelligent dashboards highlighting gaps and opportunities.
  • Customize analytics views to align with FEG’s internal DEI frameworks.

Within four weeks, FEG deployed their questionnaires, gathered responses from over 400 managers, and achieved actionable portfolio-wide visibility.

Impact

  • 400+ fund managers surveyed within four weeks.
  • Actionable diversity insights surfaced through intelligent dashboards.
  • Custom analytics views supporting FEG’s DEI initiatives.
  • Reduced administrative burden for internal teams and greater transparency across the portfolio.