Accelerating Change: Diversity, Equity, and Inclusion in Investment Management

Accelerating Change: Diversity, Equity, and Inclusion in Investment Management is a report that summarizes the actions taken by 41 investment organizations—Experimental Partners (XPs), members of the CFA Institute Experimental Partners Program—to advance diversity, equity, and inclusion (DEI) in their organizations during a highly dynamic period of change, from mid-2019 to the end of 2020.

To evaluate diversity, equity, and inclusion efforts, the Experimental Partner Program collected data from 41 investment organizations in the US, Canada, and Australia. This report provides an analysis of the findings and proposes new strategies.

You can now read the full research report at the link below