This initiative aims to improve investor outcomes by encouraging gender diversity in the investment management profession.
Women in Investment Management Initiative
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
- Join the CFA Institute Women in Investment Management Network: connect with your peers, share articles, and join the conversation
- Encourage women interested in a career in investment management to apply for the CFA Program Women’s Scholarships
- Support the Young Women in Investment: empowering careers in investment management program, an initiative to create awareness about, instill interest in and enable women to view the investment management industry as a viable long-term career option
- Use talking points (PDF) to support your outreach efforts
- Distribute action cards, created specifically for the following audiences (all files are in PDF format):
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
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