Driving Change: Diversity & Inclusion in Investment Management

From CFA Institute. As one chief diversity officer at a financial service company said, “How do we ensure our leaders are educated on diversity & inclusion (D&I) and are clear on the expectations on them? We ask leaders to move the needle, but we don’t give them the tools.” What can we learn from companies that have succeeded? CFA Institute set out to answer this and other questions in a series of industry workshops that formed the basis for this paper. Through a series of workshops, firms were able to openly discuss what they are doing, what’s been working, and what comes next in the field of diversity & inclusion. From these workshops, CFA Institute devised a list of 20 concepts that repeatedly came up and the recommended actions for how to use them.