Diversity, Equity, and Inclusion Code

Embrace and realize diversity, equity, and inclusion (DEI)

The CFA Institute Diversity, Equity, and Inclusion Code champions positive systemic change in the investment industry, reflecting and addressing challenges that come with demographic, cultural, and societal variations across markets. This transformative code provides a structured framework supporting employers, executive leaders, investment professionals, DEI specialists, and HR professionals in crafting impactful and measurable strategies to enable better people management in the investment industry.

First launched in the US and Canada and recently launched in the UK, nearly 200 organizations have now signed up to the DEI Code, building strong momentum for adaptation and adoption of the Code in more financial markets globally under the oversight of a dedicated DEI Steering Committee. Oversight includes strategic advice on all aspects of our industry DEI work, including the DEI Code application process and metrics-based reporting.

DEI Code signatories submit confidential, annual progress reports using the Reporting Framework. In turn, annual reporting enables CFA Institute to consolidate signatory DEI Code data into new industry statistics, providing a comprehensive and representative benchmark reference to further the investment industry’s DEI ambitions to better serve diverse clients.

Join us in shaping a more inclusive future for the investment industry. Learn more about the DEI Code today.

Visit our Diversity, Equity, and Inclusion Topic page for the latest DEI Research.


Metrics-based Reporting Framework

Reporting Framework (USA and Canada) - Log-in Required Content

Download the USA and Canada Reporting Framework Template Tool

Download the UK Reporting Framework Template Tool

Download the Reporting Framework Template Tool for The Netherlands

This Reporting Framework Template Tool is designed specifically for signatories to the DEI Code Europe, facilitating the reporting of DEI data for employees located in the Netherlands. This tool is illustrative of our approach to data collection in Europe.

DEI Code Materials and Reporting Framework tools for other European markets will be available soon.

Become a Signatory to the DEI Code

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