Diversity, Equity and Inclusion Code

The CFA Institute Diversity, Equity, and Inclusion Code champions positive systemic change in the investment industry, reflecting and addressing challenges that come with demographic, cultural, and societal variations across markets. This transformative code provides a structured framework supporting employers, executive leaders, investment professionals, DEI specialists, and HR professionals in crafting impactful and measurable strategies to enable better people management in the investment industry.

First launched in the US and Canada and recently launched in the UK, nearly 200 organizations have now signed up to the DEI Code, building strong momentum for adaptation and adoption of the Code in more financial markets globally under the oversight of a dedicated DEI Steering Committee. Oversight includes strategic advice on all aspects of our industry DEI work, including the DEI Code application process and metrics-based reporting.

DEI Code signatories submit confidential, annual progress reports using the Reporting Framework. In turn, annual reporting enables CFA Institute to consolidate signatory DEI Code data into new industry statistics, providing a comprehensive and representative benchmark reference to further the investment industry’s DEI ambitions to better serve diverse clients.

The DEI Code aims to:

  • Meet the industry where it is, accurately defining the current state of DEI in investment management.
  • Define key principles for firms to implement, to drive improvement from a realistic foundation.
  • Provide a metrics-based reporting framework, to produce meaningful results.

Join us in shaping a more inclusive future for the investment industry.

 

Access CFA Institute’s DEI Resource Hub >

DEI Code

Australian DEI Code and Implementation Guidance

The Australian adaptation of the DEI Code, which has been specifically tailored for our region with input from the Working Group including leading employers in the investment industry.

 

View & download global DEI Code and Implementation Guidance >

DEI

Metrics-based Reporting Framework

Hear from Marg Franklin, CFA Institute President & CEO

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Let's work together to improve
DEI in the investment industry

Complete the form below to discuss how the DEI Code can support your organisation's DEI journey.

Become a Signatory to the DEI Code

Complete this form if your organisation is becoming a signatory to the DEI Code.

 

Signatories of the CFA Institute DEI Code commit to the following six principles:

Pipeline

We commit to expanding the diverse talent pipeline.

Talent Acquisition

We commit to designing, implementing, and maintaining inclusive and equitable hiring and onboarding practices.

Promotion and Retention

We commit to designing, implementing, and maintaining inclusive and equitable promotion and retention practices to reduce barriers to progress.

Leadership

We commit to using our position and voice to promote DEI and improve DEI outcomes in the investment industry. We will hold ourselves responsible for our firm’s progress.

Influence

We commit to using our role, position, and voice to promote and increase measurable DEI results in the investment industry.

Measurement

We commit to measuring and reporting on our progress in driving better DEI results within our firm. We will provide regular reporting on our firm’s DEI metrics to our senior management, our board, and CFA Institute.

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