Inclusion Code

The CFA Institute Inclusion Code provides guidance to create an inclusive workplace for all employees 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, Inclusion specialists, and HR professionals in crafting impactful and measurable strategies to enable better people management in the investment industry.

First launched in the USA and Canada and subsequently launched in the UK, Europe, Australia and Singapore, more than 200 organizations have now voluntarily adopted the Inclusion Code, building strong momentum for adaptation and adoption of the Code in more financial markets globally under the oversight of a dedicated Inclusion Steering Committee. Oversight includes strategic advice on all aspects of our industry inclusion work, including the Inclusion Code application process.

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

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

Visit our Inclusion Topic page for the latest Inclusion Research.