Diversity, Equity, and Inclusion Code
Embrace and realize diversity, equity, and inclusion (DEI)Diversity, equity, and inclusion (DEI) are crucial elements in the future of the investment industry and the success of investment firms. CFA Institute recognizes that a diversity of perspectives will lead to better investor outcomes; an inclusive investment industry will better serve our diverse society. Further, we recognize that an organization, with an inclusive culture, awareness and education, and effective working relationships, is a better place to work. To help ensure these critical initiatives, CFA Institute has developed a voluntary code to guide DEI, beginning in the United States and Canada.
The DEI Steering Committee provides oversight for CFA Institute DEI work view here.
Objectives of the Code
Meet the Industry Where it Is
Define Key Principles for Firms to Implement
Diversity, Equity, and Inclusion Code - English
Provide a Metrics-based Reporting Framework
Reporting Framework - Member Only Content
Download the Reporting Framework Template Tool
Become a Signatory to the DEI Code
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Signatory Notification FormComplete this form if your organization is becoming a signatory to the DEI Code.
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DEI Code Signatory Organizations
See the organizations that currently claim commitment to the principles and provisions of the DEI Code.
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FAQs (PDF)
Answers to your frequently asked questions.
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Help DeskQuestions about adoption of the Code? Email us.
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Research and AnalysisRead our research papers on diversity, equity, and inclusion in the investment industry.