Research and Resources

Resources from CFA Institute

The Women in Investment Management conference and CFA Institute’s Women in Investment Management Initiative are committed to showcasing the latest research to improve awareness of how gender-diverse teams can positively impact investment outcomes.

Race and Inclusion Now: An Investment Industry Call to Action
Panel discussion recording, 2020

Race and Inclusion Now: Action Points for Investment Management
Enterprising Investor, 2020

Breaking the Taboo of Race with the RACE Framework
Take 15 Series, 2020

Why Diversity Is More Critical Than Ever
Home Front Speaker Series, 2020

Financial Advisers and Female Clients: Risks and Opportunities
Take 15 Series, 2020

How Are Gender Lens Funds Performing?
Enterprising Investor, 2019

Bridging the Divide: Thoughts on Diversity and Race
Diversity & Inclusion conference, 2018

Driving Change: Diversity & Inclusion in Investment Management
CFA Institute, 2018

STEM Parents and Women in Finance
Financial Analysts Journal, 2018

Gender Diversity in Investment Management
CFA Institute Research Foundation, 2017

Paul Smith, CFA, president and CEO of CFA Institute, speaks with FUNDfire about diversity in the investment management industry

Related Articles and Research

How to Begin Talking About Race in the Workplace
Wharton, 2020

The Racial Wealth Gap in America: Asset Types Held by Race
Visual Capitalist, 2020

Diversity of Asset Managers in Philanthropy
Knight Foundation, 2020

Race Influences Professional Investors’ Financial Judgments
PNAS, 2019

Does Diversity Training Work the Way It’s Supposed To?
Harvard Business Review, 2019

The Surprising Benefits of Sponsoring Others at Work
Harvard Business Review, 2019

Diversifying Investments: A Study of Ownership Diversity and Performance in the Asset Management Industry
Bella Research Group and the John S. and James L. Knight Foundation, 2019

Women in the Workplace 2018
Lean In and McKinsey & Company, 2018

Understanding Diversity and Inclusion in the Investment Management Industry
The Diversity Project, 2018

Delivering Through Diversity
McKinsey & Company, 2018

Fund Managers by Gender – Through the Performance Lens
Morningstar, 2018

5 Things We Learned About Creating a Successful Workplace Diversity Program
Harvard Business Review, 2018

Key Practices Could Provide More Options for Federal Entities and Opportunities for Minority- and Women-Owned Asset Managers
U.S. Government Accountability Office, 2017

When Women Thrive, Businesses Thrive
Mercer, 2017

What Sets Successful CEOs Apart
Harvard Business Review, 2017

Assembling a Dream Team: How Gender Diversity Can Strengthen Your Team
Credit Suisse, 2017

Why Diversity Programs Fail
Harvard Business Review, 2016

Designing a Bias-Free Organization
Harvard Business Review, 2016

Diversity and Inclusion #GameChangers
Russell Reynolds Associates, 2016

Which gender diversity initiatives have been most successful in making an impact?
Quora, 2016

Delivering the Power of Parity: Toward a More Gender-Equal Society
McKinsey Global Institute, 2016

Women in Financial Services Report
Oliver Wyman, 2016

The CS Gender 3000: The Reward for Change
Credit Suisse AG, 2016

Women in the Economy: Global Growth Generators
Citi, 2015

Why Some Teams Are Smarter Than Others
The New York Times, 2015