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​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​Changing Perceptions: Women in Investment Management
​  CFA Event, Jeannine Marie Photography-19.jpg​ CFA Event, Jeannine Marie Photography-33.jpg CFA Event, Jeannine Marie Photography-57.jpg

 About the Initiative

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

  • ​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 Examples

Beth Lilly, CFA  presented at the 2016 investMNt Conference, read the Star Tribune article here

CFA Society Minnesota sponsored and attended the first three CFA Institute "Alpha and Gender Diversity” conferences

Presented a panel of local women investment professionals in coordination with the University of Minnesota

Professional Development
Lori Abrams, Ph.D led a negotiation skills workshop in May 2016

 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:


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. 

 Current Projects

​- Exploring partnerships opportunities with organizations such as DECA, Junior Achievement and
Step-Up Achieve

- Developing web presence

- Researching female speaker ideas

- Exploring unconscious bias programming

- Profiling the first generation of local women charter holders 

- Providing volunteers for local university pipel​ine events

- Idea sharing with CFA Chicago and the Federal Reserve Bank​

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.