Case Study: FEG Investment Advisors achieves portfolio-wide diversity insights in four weeks with Harvest by Dasseti

Fund Evaluation Group gains portfolio-wide diversity insights in four weeks with Dasseti

Fund Evaluation Group (FEG) needed deeper visibility into the gender and ethnic diversity of leadership teams across its portfolio of more than 400 fund managers, but this sensitive data was inconsistently reported and difficult to gather at scale. To support its commitment to inclusive investment practices, FEG turned to Dasseti and its Harvest platform for a solution.

Using Dasseti's platform, FEG designed and distributed a custom diversity questionnaire, automating the collection and validation of responses. Within just four weeks, they gathered data from over 400 managers and gained actionable insights through intelligent dashboards. This provided FEG with portfolio-wide visibility, supported its internal DEI initiatives, and significantly reduced the administrative burden on its internal teams.

Fund Evaluation Group