Inclusion Code

The CFA Institute 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, inclusion 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 Inclusion Code, building strong momentum for adaptation and adoption of the Code in more financial markets globally under the oversight of a dedicated Inclusion Committee. Oversight includes strategic advice on all aspects of our industry inclusion work, including the Inclusion Code application process and metrics-based reporting.

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

The Inclusion Code aims to:

  • Meet the industry where it is, accurately defining the current state of inclusion 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 Inclusion Resource Hub >

Australian Inclusion Code

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

 

DEI

Metrics-based Reporting Framework

For a sample reporting framework, contact InclusionCode@CFAInstitute.org.

Hear from Marg Franklin, CFA Institute President & CEO

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

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

Become a Signatory to the Inclusion Code

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

 

Signatories of the CFA Institute Inclusion 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 inclusion and improve inclusion 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 inclusion results in the investment industry.

Measurement

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

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