September 30, 2024

We are pleased to announce a new database tool that identifies investment advisors and investable opportunities across asset classes that are contributing to building racial equity.

In 2023, Croatan Institute’s REEFS program launched the RE-Allocate campaign to empower investors and capital providers to advance racial equity and inclusivity within their investment portfolios. This campaign builds on the research of the Capital at a Crossroad report and its complementary webinar series Redirecting Capital. The goal of the campaign is to encourage investment advisors and decision-makers to reallocate 15% of AUM to invest in America’s emerging majority.

To support campaign partners and those seeking to invest with a racial equity lens, the Racial Equity Investment Database includes our research of publicly available indicators of both investment advisors and investable products across asset classes that we have identified as meeting at least one of our three qualitative pillars for building racial equity: Capital Reallocation, Systemic Change, Measurements of Outcome.

Explore the database and watch the tutorial for a walkthrough plus the motivation behind developing this powerful tool.