
Inclusion Research
Browse all Inclusion Content
Explore applications and implications of inclusion research with CFA Institute.
At CFA Institute, inclusion is an executive, business, social, cultural, academic, management, and specialist topic. We recognize the pivotal role of inclusion in the future success of the investment industry.
Our inclusion research is anchored in a comprehensive framework of industry codes and standards complemented by impactful analysis, engaging virtual and in-person forums, advocacy, strategic partnerships, and program initiatives.
Delve into CFA Institute inclusion insights, backed by in-depth findings on integrated topics such as sustainable investment, ESG frameworks, and the gender gap
Join us in navigating the many facets of inclusion, setting the new standards for an inclusive and successful investment industry.

Mind the Gender Gap Edition 2
By Pankaj Sharma

New Study Indicates Gender Identity an Important Factor in Likelihood of Promotion
By Cassandra Crowe, CFA, and Laura Ryan

Gender Diversity in Investment Management: The Challenge and a Solution
By Gavin Anthony

Know Your Prospect (KYP): What’s in Their Portfolio and Why?
Barbara Stewart, CFA

Accelerating Change: Diversity, Equity, and Inclusion in Investment Management
By Sarah Maynard, ASIP, and Paul Andrews

The Supply of Diverse Talent in the United Kingdom: Higher-Education Evidence
By Maria Boutchkova and Angelica Gonzalez

Home Front: Blair DuQuesnay, CFA, on Diversity, Equity, and Inclusion
With Blair duQuesnay, CFP, CFA