Diana L Lieberman, CFA
I have over 30 years of institutional investing experience working with foundations, endowments, pension funds, family offices, investment managers and funds. My experience gives me the perspective from both an asset owner and an asset manager. I was the Director of Investment Research at the William and Flora Hewlett Foundation and the Director of Liquid Assets at New Island Capital and I worked closely with clients when I was at Strategic Investment Solutions, Imprint Capital and William F. Sharpe Associates.
Spending basically the first five years of my investment career at William F. Sharpe Associates, my background is heavily grounded in efficient markets theory. While that is always a starting point for me, my view on investments has expanded to include a multifaceted approach. Over the years I have performed many asset allocation studies, manager and alternative asset structures, and due diligence on public and private market investments. I have also provided insight on various investment organizational structures including outsourcing options and building internal capabilities. Over the last ten years I have incorporated the added dimension of impact and sustainable investing into these areas.
My expertise has been working with companies at an early stage of their development and helping them reach the next phase. I’ve learned nothing is “one size fits all” in investing. Both as a Foundation representative, and working with my clients, I have created many custom solutions and new products. Sometimes there is a tweak to an existing product that can make a big difference, other times the process entails looking at the approach from a different angle. As the field of impact and sustainable investing expands, there is an increasing need for new and/or customized products that are grounded in investment theory.
My two latest articles, "Impact Investing 2.0 - Not Just for Do-Gooders Anymore" and "Hedge Funds and Impact Investing: Considerations for Institutional Investors" provide practical frameworks for incorporating ESG and impact factors into investment programs while maintaining investing integrity.
Spending basically the first five years of my investment career at William F. Sharpe Associates, my background is heavily grounded in efficient markets theory. While that is always a starting point for me, my view on investments has expanded to include a multifaceted approach. Over the years I have performed many asset allocation studies, manager and alternative asset structures, and due diligence on public and private market investments. I have also provided insight on various investment organizational structures including outsourcing options and building internal capabilities. Over the last ten years I have incorporated the added dimension of impact and sustainable investing into these areas.
My expertise has been working with companies at an early stage of their development and helping them reach the next phase. I’ve learned nothing is “one size fits all” in investing. Both as a Foundation representative, and working with my clients, I have created many custom solutions and new products. Sometimes there is a tweak to an existing product that can make a big difference, other times the process entails looking at the approach from a different angle. As the field of impact and sustainable investing expands, there is an increasing need for new and/or customized products that are grounded in investment theory.
My two latest articles, "Impact Investing 2.0 - Not Just for Do-Gooders Anymore" and "Hedge Funds and Impact Investing: Considerations for Institutional Investors" provide practical frameworks for incorporating ESG and impact factors into investment programs while maintaining investing integrity.