Discover articles, videos and podcasts about how to build a more inclusive investment profession
May 2022 » People
Change doesn’t happen overnight, but Aneka Beneby, CFA, Portfolio Manager and Director at Julius Baer, believes that investment professionals can all play a part in building a more diverse and sustainable future.
May 2022 » Gender Diversity
Building diverse and equitable investment businesses. There are several things the investment industry can be doing better if it wants to attract more senior women into its ranks, says Mark Freed.
Mar 2022 » People
Catriona Buckley, CFA, is Institutional Business Development Director at Gresham House. She talks to Professional Investor about her career, about the importance of having female mentors, and about advocating for her clients.
Mar 2022 » Inclusion and Diversity
Women have been inspiring other women throughout history, whether socially, economically, culturally, politically, or through the roles they played within their own families.
Feb 2022 » Inclusion and Diversity
Deirdre Cooper is an industry veteran in the sustainability sector. She talks to Professional Investor about her career and her investment approach, her passion for sustainable finance, and why regional justice is so important.
Introducing the reboot. FS Race to Equality Index. The reboot. FS Race to Equality Index, which assesses D&I levels across the financial services industry and creates a scorecard for each sector, shows that there is still a long way to go to achieve real inclusion, say Anoosha Livani and Brandon Bhatti.
Jan 2022 » Inclusion and Diversity
Rayna Lesser Hannaway, CFA, is a portfolio manager and analyst at Polen Capital. She talks to professional investor about her career, her investment philosophy, and about key lessons she has learnt along the way.
Jan 2022 » Gender Diversity
What it will take to reach the tipping point in inclusion?
Dec 2021 » Inclusion and Diversity
A tool to help employees with disabilities and long-term health conditions ensure they have appropriate support at work
Dec 2021 » Gender Diversity
Girls making big GAINs in investment with CFA UK's Inclusion & Diversity Committee. An ethical inclusion discussion with the co-founders of GAIN (Girls Are Investors).
Jul 2021 » Inclusion and Diversity
An interview with Sarah McMullen, CFA
Jul 2021 » Gender Diversity
Gina Miller on the launch of MoneyShe
Jun 2021 » Inclusion and Diversity
Diversity and leadership is at the heart of the agenda to influence positive change and drive progress
Jun 2021 » LGBT
An interview with Alderman Tim Hailes
Black professionals on lessons they have learnt in their careers
May 2021 » Wellbeing
What role emotions play in decision-making
Apr 2021 » Culture
What employers need to know about Ramadan
Mar 2021 » Gender Diversity
Making progress on inclusion balance
What lessons do women in the investment industry want to pass on?
Mar 2021 » Inclusion and Diversity
Financial services institutions have a duty of care to customers and employees
Feb 2021 » Gender Diversity
Maisonneuve talks about why asset managers need to focus on their purpose, how to build sustainable cultures, and more
Feb 2021 » socio-economic inclusion
David Semmens, CFA, from the CFA UK Social Inclusion Working Group assesses social mobility issues from across the UK
Jan 2021 » Wellbeing
Are you resilient enough?
Jan 2021 » Neurodiversity
Thinking and seeing things differently
Dec 2020 » Black Professionals
This spotlight series highlights role models in the sector to help show and encourage diversity in the industry.
Dec 2020 » socio-economic inclusion
Connecting top student talent with industry leaders
Dec 2020 » LGBT
The Bank of England’s Clare Mattin speaks to Daniel Yates, CFA, CFA UK Inclusion and Diversity Committee, on the Bank’s Out and Proud Charter and Action Plan
Nov 2020 » Gender Diversity
Will 2020 be a watershed year for diversity in the workplace?
Oct 2020 » Black Professionals
Tia Counts talks about JP Morgan’s Advancing Black Leaders Programme and how to make the workforce more inclusive
Sep 2020 » Wellbeing
Olivia Maguire from CFA UK’s Inclusion and Diversity Committee writes about how not everyone is coping with it and what employers can do about it
Sep 2020 » socio-economic inclusion
Shares her experiences about rising to the top and the challenges of building an inclusive culture
Sep 2020 » Inclusion and Diversity
Matt Jones, CFA, explores how unconscious biases can occur in teams, what this means for diversity and how we can manage them
Aug 2020 » socio-economic inclusion
CFA UK Socio-economic Inclusion working group talks to Dr Brandeis Marshall, CEO at DataedX
Jul 2020 » socio-economic inclusion
Inclusion and diversity recruitment in the investment industry
Technology and social inclusivity in the age of Covid-19
Jun 2020 » LGBT
The importance of allies and diverse teams, and coming out as a gay female leader in the office