CFA UK Inclusion and Diversity Survey 2020

Inclusion and Diversity Survey

CFA UK are conducting a survey to uncover how I&D is evolving in the investment profession

Building a more diverse and inclusive investment profession is rapidly becoming a higher priority with I&D is continuously evolving and having a wider impact on businesses at all levels.

The primary factors of I&D can be seen through a number of different lens, including:

  • Integrating inclusion and diversity into firm strategies and communicating it through the business
  • Ensuring that leadership ensures that those with different backgrounds are welcomed and treated equally and getting their voices heard
  • Individuals feel included, welcomed and valued – respecting differences and capturing any advantages
  • Attracting and retaining talent to build more diverse and inclusive teams at all levels

Share your perspectives in our annual CFA UK I&D survey – and enter our prize draw to win £100 of John Lewis vouchers.




The findings from last year’s survey outline that the investment profession still needs to make progress, with over a third of respondents believing that inclusion and diversity is worse in the investment sector than in other financial services sectors. Improving work / life balance, the gender pay gap and representation at board level are top priorities for the profession.

Find out more about CFA UK’s Inclusion and Diversity Network and how you can join 1000+ advocates for inclusion and diversity in the industry. We support members and firms with practical steps to improve inclusion and diversity in the workplace. Read our growing hub of I&D resources featuring profiles, opinion, interviews and podcasts around key I&D topics.