Driving Change: Diversity & Inclusion in Investment Management – In Brief

The industry seems stuck when it comes to diversity and inclusion. Lauren Foster interviews Rebecca Fender, CFA, Head, Future of Finance Research and Kelli Palmer Head, Global Diversity and Inclusion at CFA Institute -  and asks why and what can be done to change it? And what does an “inclusive” work culture look like?

CFA Institute released the guide “Driving Change: Diversity & Inclusion in Investment Management” outlining 20 actions to move the industry forward based on data gathered through a series of workshops. The Workshops where held from October 2017 to May 2018 in Toronto, Boston, San Francisco, Chicago, Philadelphia, and New York City. 344 participants ranging from C-level executives to D&I professionals across 99 companies participated, representing approximately $38 trillion in assets under management. Firms openly discussed what they are doing when it comes to D&I, what has been effective, and ideas for improvement.

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