Inclusion and Diversity

The CFA UK Inclusion and Diversity Network is a forum designed to help improve the investment profession by promoting inclusion and diversity.

2018 has been a fantastic year for inclusion and diversity at CFA UK. Much of the success of our promotion and work around this topic has been down to the hard work and time given by our volunteers.

  • Between London and Edinburgh, our volunteers have delivered five events around diversity and inclusion.
  • In November 2018, the Gender Diversity Network Committee made the decision to broaden their remit from just gender to tackle more topics on diversity and changed their name reflectively to the Inclusion and Diversity (I&D) Committee
  • Our Scottish Inclusion and Diversity Network has successfully recruited three new volunteers to support them in achieving their objectives

Inclusion and Diversity Committee and Network

Our I&D Committee lead, Juliet Bullick and her team of committee volunteers have great plans for 2019 and will be recruiting for its first working group around social inclusion, as well as continuing their work around gender issues in investment.

Pictured above left to rightPhoebe Robertson, Tanya Tracy, Katerina Kosmospoulou, Juliet Bullick, Eser Torun, Emma Penny, Kathleen Hughes.

Join the I&D Network and support the promotion of diversity and inclusion in investment

Scottish Inclusion and Diversity Network 

Our Scottish Inclusion and Diversity Network delivered a fantastic event in partnership with University of Edinburgh. There were no spare seats in the auditorium as students and industry recruits were keen to explore the topic of “Working in the fund management industry - an insider’s guide”. The keynote speaker, Sarah Whitley, recently retired Partner at Baillie Gifford, described her journey from being a young graduate to becoming one of the UK’s most successful equity investors. Sarah was joined by a panel of industry practitioners and academics who shared their insights into the world of fund management.

Pictured left to right: Catie Wearmouth, Angelica Gonzalez and Stephanie Kelly  

Carolina Jose Martinez, has been appointed as Vice Chair to the Scottish Inclusion and Diversity Network. Karolina Noculak, Chair of the Network adds “Carolina has been instrumental in leading our diversity and inclusion initiatives over the course of this year. Carolina is passionate about the subject, she is a go-getter and absolute pleasure to deal with. We are indeed lucky to have her on board!” 


Inclusion and Diversity Partner Programme

Our CFA UK Inclusion and Diversity Partner Programme successfully completed its first year, ending with a fantastic event showcasing the learning and changes each partner has made because of working together. The Partner Programme, founded by Allianz Global Investors, Fidelity International, PIMCO, Royal London Asset Management and Vanguard, have committed to continue working together in 2019 to promote gender diversity and in line with the I&D Committee, begin the discussion around social inclusion and mental health and wellbeing.