Women in Investment Management InitiativeBuilding the business case for diversity in our profession

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

Why Gender vs. Other Types of 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

How You Can Take Action

Key Research on Diversity

There is a clear link between greater board and managerial diversity and business performance.

Diverse Asset Management Project Firm Assessment

Harvard Business School and Bella Research Group, 2017

Women in the Workplace 2016

Lean In and McKinsey & Company, 2016

Women and the Workplace

Articles on implementing diversity in organizations.

Women in the Workplace 2017

Lean In and McKinsey & Company, 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

Upcoming Events

2 events

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Shaping a Future-Fit Investment Industry

CFA Society South Africa is holiding its Annual Investment Conference and is very proud to host an exceptional line-up of all women speakers. They are specialists in their field and will no doubt drive the conference theme: “Shaping a Future-Fit Investment Industry.”

Collective Intelligence: Three Factors for Building Smarter Teams

What leads to smart teams? What is it that makes one team “smarter” than another — not in the sense of the average of all the IQs, but rather in terms of effectiveness?

Host an Event

Interested in hosting an event? Contact us

Are you a society leader looking for a list of qualified speakers for your event? Visit the Society Center (login required)