Due Diligence Questionnaire Templates

Those committed to the principles of the Due Diligence 2.0 Commitment (DD 2.0) are encouraged to consider accepting the due diligence questionnaire alternatives offered below as a “common form” questionnaire for BIPOC asset managers. Doing so enables BIPOC managers to save considerable time by completing the questionnaire only once and submit it to multiple asset allocators.

• Due Diligence 2.0 Questionnaire Template

The questions in this document were submitted by seasoned allocators and reviewed by BIPOC asset managers to remove embedded bias and create a more inclusive, yet equally rigorous, means of evaluating asset management firms, investment products, and strategies.

The current version of this document is best suited for public markets asset managers, but can also be a useful reference for allocators looking to update their own questionnaires to be more inclusive.

• Institutional Limited Partners Association Due Diligence Questionnaire & Diversity Metrics Template

  For asset managers that do not find that the above questionnaire suitable for private products and strategies, ILPA offers a useful alternative.

Articles & News

Groups & Networks

• Association of Black Foundation Executives (ABFE)

• Black VC

• Diverse Manager Directory, from Emerging Manager Monthly

• Diverse Asset Managers Initiative (DAMI)

• Diversity VC

• Frontline Solutions

• The Racial Equity Asset Lab (REAL)

• ILPA Diversity in Action