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​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​Challenging Perceptions: Diversity in Investment Management
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 About the Initiative
​​After researching the impact of diversity on decision making and effectiveness of organizations, the Changing Perceptions initiative was launched in 2016 with a group of more than 15 volunteers and CFA Society Minnesota staff met regularly to plan programming, events and projects aligned with the goals of the initiative.​

In 2019 the group reorganized to re-launch the initiative. The group will kick-off a new series of events in early 2020, and has renamed themselves Challenging Perceptions. 

Philosophy
  • ​Encouraging diversity in our profession will improve investor outcomes in our profession.
  • Associated programming must be inclusive and will be aimed at providing value to all members.
  • We recognize the limits of what a primarily volunteer run professional association can accomplish. 
  • Despite uncertainty about the causes and solutions, we will take action.

 Initiative Focus Areas
​Visibility | Research | Awareness | Professional Development

 Get Involved
​The CFA Institute website is a wealth of information on this topic including and provided the guidance we needed to launch this initiative. View CFA Institute resources and information here​

Please contact any of the following people if you have questions, ideas or want to get involved in this initiative:
  • ​Kate Lyons, CFA - reach out to CFAMN for contact info
  • Carol Schleif, CFA - reach out to CFAMN for contact info
  • Diane Senjem - support@cfamn.org
  • Amanda Sullivan - events@cfamn.org

 Upcoming Events
​1/16 - To Hug or Not to Hug

2/06 - Barries to Entry or Competative Advantage

3/03 - Taking (or not Taking) Parental Leave

3/24 - Reflections on Retirement

 Goals

1. Identify the Society’s role in helping members and employers address challenges faced by, and opportunities available to,​ women in the field of investment management. 

2. Determine and implement appropriate measures aimed at increasing the level of female participation in the Society. 

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University students participating in the event "Owning It: Money and Power for Young Women" at Piper Jaffray, co-hosted by CFA Society Minnesota.​

"The wonderful panel gave us a glimpse of life as a female in the field of finance: the realities of the gender gap and the overarching reward of being in the field of finance," said Yeng Lee, Gustavus Adolphus College.