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.

Upcoming Events

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Diversity in Finance: A Panel Discussion on the Performance and Workplace Impact of Gender-Balanced Teams

Please join us for an interactive panel discussion on the performance and workplace impact of gender-balanced teams relating to CFA Institute initiative to foster a more gender-diverse financial sector.

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