Diversity, equity, and inclusion are crucial elements in the future of the investment industry and the success of investment firms.
In February and March 2022, the CFA Society UK Inclusion & Diversity Committee and associated working groups, will bring together industry leaders, investment professionals, investors, policymakers and influencers for robust debate and insight on driving industry change on inclusion.
The three-part virtual event series will explore the current landscape on social opportunities and risks, practical skills that can be implemented as best practice, and how strong governance can be the glue that holds everything together.
Speakers include: Gina Miller; Amanda Roestorf; Sarah Maynard, ASIP; Virginie Maisonneuve, CFA, Global CIO Equity, AllianzGI; Andrew Parry, Trustee Director of the Trafalgar House Pension Trust; and Mitesh Sheth, who was awarded an MBE in the Queen’s New Year Honours lists for services to diversity & inclusion within the financial services sector.
In a recent series of video interviews, CFA Society UK asked Virginie Maisonneuve, CFA, Andrew Parry, and Mitesh Sheth, MBE, to share their thoughts on inclusion, and highlighted the DE&I challenges which the investment industry face today.
- Virginie Maisonneuve, CFA, Global CIO Equity, AllianzGI
Virginie shares how “inclusion creates alignment with external shareholders, board members, regulators, clients, asset owners” in building better brand representation.
- Andrew Parry, Trustee Director of the Trafalgar House Pension Trust
Andrew emphasises how important it is to “avoid a blinkered narrow perspective of an ever-changing world”.
- Mitesh Sheth, MBE, Former CEO of Redington
Mitesh explains how we can only fundamentally change an organisation or the system when we start “inviting uncomfortable conversations, working with people who see the world differently to us, who communicate differently to us.”
Olivia Maguire, CFA, Chair of the CFA Society UK I&D Committee stated: “Over the past decade, increased scrutiny on the industry has led to huge shifts in the way inclusion and diversity is handled, and while there has been some clear progress on areas such as gender and ethnicity, we still have much work to do as an industry. 2021 was a tipping point for the industry in areas such as gender and ethnicity yet companies, communities and individuals must continue to work hard to ensure fair policies are in place to promote I&D.”
“Areas such as LGBTQ+disability and caregiving, and neurodiversity amongst others, remain those that have not received such focus. CFA UK’s Inclusion and Diversity Network remains committed to working with firms to help them develop their strategies, training and share best practices on all aspects of inclusion and diversity.”
Will Goodhart, CEO, CFA Society UK added: “While progress is being made across all areas of inclusion and diversity, there remains a long way to go. The investment profession can become a leader in this space but words will not be enough to get us there. We need concerted action across all areas and our commitments need to be matched by measurable progress.”
The local society has developed a marketing toolkit that equips staff and partners with the tools needed to promote the event locally to build engagement and create consistent messaging around the event series. This includes email signatures and logos, social media content and assets, a social marketing timeline, and the video series recorded for the event. You can access this file and the link of assets here.
To download assets, please view the site on a desktop device