In-Person Roundtable with the President of the CFA Institute

Culture, Diversity and Inclusion - key challenges to succeed in investment management.

 

The CFA Institute has been at the forefront of fact finding, engagement and providing thought leadership on the value of diversity and inclusion for investment management firms.​​​​​​​

Earlier this year, the Institute appointed the first woman in its 73-year history as CEO and President. We were delighted to host the CFA’s then new CEO and President – Margaret Franklin.

The investment management industry faces an increasingly competitive environment, with margin pressures, technological disruption, and changing consumer preferences. Firms must focus on their “people model” as an essential part of their strategy. The successful investment firm of the future will differentiate itself by its culture and its ability to attract the best talent.