The Launch of CFA Institute DEI Code (US and Canada): Is the Investment industry ready for a cultural shift?

The investment industry is facing a cultural shift as diversity, equity, and inclusion (DEI) become crucial elements in attracting and retaining talent, whoever it comes from. Josina introduces Sarah Maynard, Global Head, External Diversity, Equity, & Inclusion at CFA Institute. She recognizes that an organization with an inclusive culture results in better investor outcomes, and is a better place to work. To lead the industry in this direction, CFA Institute has developed a voluntary code to guide DEI, beginning in the United States and Canada.

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CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment where investors’ interests come first, markets function at their best, and economies grow. There are nearly 200,000 CFA Charterholders worldwide in more than 160 markets. CFA Institute has 10 offices worldwide and 160 local societies. For more information, visit www.cfainstitute.org or follow us on Linkedin and X at @CFAInstitute.