AIF is an independent economic think tank focusing on institutional investment policy
AIF Institute

Women Investors’ Leadership Steering Committee Collaboration Project

A Focus on Resources, Education, and Cultivating a Diverse Sourcing Network

The collaboration project is led by co-chairs Emily Cox and Lynn O'Connell, and supported by AIF's Melissa Waller, Susan Boyle, and Barbara Lambroza

2022–2025 Collaboration Project

Goals and Objectives

The inaugural 2022–2023 collaboration project was announced at the 2022 AIF Women Investors’ Forum with an official rollout at the 2023 AIF Annual Investors’ Meeting in New York City.  Goals and objectives include:

Panel discussion at the AIF Women Investors' Forum

Aligned Organization: Allocator Collective

Differentiated by its collaborative and allocator-focused approach

About Allocator Collective

Mission and Focus

Allocator Collective is a consortium of asset owners, primarily endowments and foundations, that seeks to drive its values within institutional investment teams and portfolios and across the investment management industry.

Allocator Collective’s strategy: Removing barriers to capital allocation; providing allocator access to diverse managers; and building allocator capacity. Removing barriers to capital allocation includes increasing data availability, providing resources to improve underwriting and processes to improve underwriting and monitoring.

Differentiated by its collaborative and allocator-focused approach, one of Allocator Collective’s primary missions is to direct significantly more capital to diverse-owned investment firms as well as to funds with diverse leadership.

Empowering Institutional Allocators to Underwrite More Equitably

Strategy

Allocator Collective's strategy involves:

"We are collaborative and inclusive: our resources are open source and our agendas for manager pitch sessions and content sessions are open source."

Allocator Collective welcomes allocators from all types of institutions, including nonprofit endowments, foundations, and healthcare systems, pensions, family offices, and for-profit OCIOs and investment advisory firms.

Organizational Alignment for Success

Collaboration with AIF

Allocator Collective is a featured collaborator, AIF Aligned Organization, and participant with AIF Global and the AIF Institute.  Allocator Collective involvement in AIF ranges from various forums and symposia, including the AIF Annual Meeting and Women Investors’ Forum, to the ongoing AIF Women Investors Leadership Steering Committee Collaboration Project.

"AIF is proud to collaborate with Allocator Collective to collect and leverage industry data, highlight key initiatives that align with AIF's mission, and to support the Women Investors Leadership Steering Committee Collaboration Project."
- Melissa Waller, President, AIF and the AIF Institute