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Women in Investment Management Initiative

  1. Our Research
  2. The Workplace
  3. Take Action
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This initiative aims to improve investor outcomes by encouraging the increased representation of women in the investment management profession.

Why Women in Finance

  • Women are a minority in investment management across global markets, making them the “universal diversifier”
  • We believe an initial focus on the increased representation of women in investment 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

Our Research

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Diversity & Inclusion in Investment Management

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STEM Parents and Women in Finance

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Fund Managers by Gender

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Delivering Through Diversity

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Diversifying Investments: A Study of Ownership Diversity and Performance in the Asset Management Industry

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Why Diversity Programs Fail

Women and the Workplace

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Gender Diversity in Investment Management: The Challenge and a Solution

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Leading G7 Investors Come Together in Support of Diversity Initiative

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Understanding Diversity and Inclusion in the Investment Management Industry

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Women in the Workplace 2017

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When Women Thrive, Businesses Thrive

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Women in Financial Services Report

How You Can Take Action

Women in Investment

  • Join the CFA Institute Women in Investment Management Network: connect with your peers, share articles, and join the conversation
  • Support CFA Institutes Young Women in Investment Program by becoming a trusted financial sponsor and/or Internship Hosting Partner which forms part of the program's practical element, enabling these women to utilise their newly learnt skills and view the investment management industry as a viable long-term career option.
  • Join Collaborative Women in Investment - a global alliance of CFA Societies and industry groups who have joined efforts to further inclusion and diversity in investment.
  • Use talking points (PDF) to support your outreach efforts
  • Distribute action cards, created specifically for the following audiences (all files are in PDF format):

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