“In March 2020, CFA Institute Inclusion & Diversity Steering Committee tasked the Diversity, Equity and Inclusion (DEI) Code Working Group (USA and Canada) with developing a set of principles to drive greater diversity, equity and inclusion within the investment industry.” Exposure Draft – CFA Institute Diversity, Equity and Inclusion Code (USA and Canada)
The Exposure Draft includes definitions of Diversity, Equity and Inclusion as well as an outline of diverse groups.
Signatories of the CFA Institute DEI Code commit to the following principles:
Principle 1: Pipeline – We commit to expanding the diverse talent pipeline.
Principle 2: Talent acquisition – We commit to designing and implementing inclusive and equitable hiring and onboarding practices
Principle 3: Promotion and retention – We commit to designing and implementing inclusive and equitable promotion and retention practices to reduce barriers to progress.
Principle 4: Leadership – We commit to using our position and voice to promote DEI and improve DEI outcomes in the investment industry and to being held responsible for our firm’s progress.
Principle 5: Influence – We commit to using our role, position, and voice to promote and increase measurable DEI results in the investment industry
Principle 6: Measurement – We commit to measuring and reporting on our progress in driving better DEI results within our firm. We will provide regular reporting on our firm’s DEI metrics to our senior management, our board, and CFA Institute.
Photocredit: © Tim Mossholder