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Women in Investment Management Initiative

This initiative aims to improve investor outcomes by encouraging gender diversity in the investment management profession. 

Why Gender Diversity

  • Women are a minority in investment management across global markets, making them the “universal diversifier”
  • We believe an initial focus on gender diversity will yield lessons applicable to other dimensions of diversity

Goals of the Initiative

  • Increase the number of women who join the profession and earn the CFA® charter
  • Retain women in the profession and influence culture from within
  • Create demand for diversity as an industry imperative

Read the survey report on gender diversity

How You Can Take Action

Key Research

Diverse Asset Management Project Firm Assessment
Harvard Business School and Bella Research Group, 2017

When Women Thrive, Businesses Thrive
Mercer, 2017

Fund Managers by Gender - The Global Landscape
Morningstar, Inc., 2016

Women in the Workplace 2016
Lean In and McKinsey & Company, 2016

The CS Gender 3000: The Reward for Change
Credit Suisse AG, 2016

Women in Financial Services Report
Oliver Wyman, 2016

Women and the Workplace

Performance Isn't Everything: Personal Characteristics and Career Outcomes of Mutual Fund Managers
SSRN, 2017

Women in the Workplace 2017
Lean In and McKinsey & Company, 2017

Assembling a Dream Team: How Gender Diversity Can Strengthen Your Team
Credit Suisse, 2017

Diversity and Inclusion #GameChangers
Russell Reynolds Associates, 2016

Why Diversity Programs Fail
Harvard Business Review, 2016

Designing a Bias-Free Organization
Harvard Business Review, 2016

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