Women in Investment Management Initiative

This initiative aims to improve investor outcomes by encouraging gender diversity in the investment management profession. 

Why Gender 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

Read the survey report on gender diversity *Needs updated link*

How You Can Take Action

Key Research

Diversity & Inclusion in Investment Management
CFA Institute, 2018

STEM Parents and Women in Finance
Financial Analysts Journal, 2018

Fund Managers by Gender
Morningstar, 2018

Delivering Through Diversity
McKinsey & Company, 2018

Diversifying Investments: A Study of Ownership Diversity and Performance in the Asset Management Industry
Bella Research Group and the John S. and James L. Knight Foundation, 2019

Why Diversity Programs Fail
Harvard Business Review, 2016

Credit Suisse AG, 2016

Women and the Workplace

Leading G7 Investors Come Together in Support of Diversity Initiative
BusinessWire, 2018

Understanding Diversity and Inclusion in the Investment Management Industry
The Diversity Project, 2018

Women in the Workplace 2017
Lean In and McKinsey & Company, 2017

Assembling a Dream Team: How Gender Diversity Can Strengthen Your Team
Credit Suisse, 2017

When Women Thrive, Businesses Thrive
Mercer, 2017

Women in Financial Services Report
Oliver Wyman, 2016

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