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.

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.

Women and the Workplace

Articles on implementing diversity in organizations.

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

6 events

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Women CFA Wine Social

Please join the CFA Women’s Initiative Network as we host another roundtable discussion to connect CFA women.

How Smart Women Are Managing Their Money in 2017

Women are earning more money, controlling more money, and they are major consumers of financial services. Work patterns have changed and product offerings are being rebuilt to reflect a diverse perspective. Barbara Stewart, CFA, will describe how women are transforming the way that the financial industry communicates, both internally and with its customers.

Gender Diversity as a Competitive Advantage

"Gender Diversity as a Competitive Advantage" is a panel discussion featuring three leading women in investment management. Topics to be discussed include how to improve investor outcomes by encouraging diversity in the investment management process.

Diversity in Finance: The Competitive Advantage of Gender Balance

In order to promote gender balance within the financial sector, CFA Society Calgary is organizing a conference titled "Diversity in Finance: The Competitive Advantage of Gender Balance."

2017 CalPERS and CalSTRS Diversity Forum

The goal of the Diversity Forum is to bring together investment and corporate executives to discuss how to better capitalize on the abilities of the diverse modern workforce.

IMPACT: Gender Diversity in Financial Services

Russell Investments and CFA Society Seattle are co-sponsoring the second annual gender diversity in financial services conference: IMPACT.

Host an Event

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