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 WIM

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What?
CFA Societies, FPA Chapters and industry groups around the world have joined efforts to further our shared vision of inclusion and diversity in capitalism. This collaboration was created to demonstrate the commitment of the global finance community to inclusion and diversity, and to support the advancement and development of female leaders of all backgrounds.

This is a global grassroots campaign:
  • To empower female professionals across all facets of the finance industry
  • To establish a broad-based community and share resources to promote our shared vision
  •  To create demand for diversity

Why?
We believe that inclusion and diversity will allow our industry to achieve better investment outcomes-- but more importantly, we believe that it will better serve our diverse society. 

The inclusion conversation has never been more urgent, and the reality remains that there are few female and diverse professionals in senior leadership roles. As a result, these professionals often lack the natural mentorship and sponsorship that tends to take place at the middle and senior levels, necessitating that they work harder to establish their own support network. Our global collaboration intends to fulfill that need. 

Women, as the minority in the finance industry globally, are the universal diversifier.

By utilizing virtual programming and our global network, our community facilitates a geography-agnostic exchange of ideas, resources and best practices to amplify and enhance the diversity dialogue, wherever it is taking place. 

We aid each of our members in their personal career journey, through professional development and networking opportunities. In time, we hope that our efforts will both inspire and expand the female and diverse talent pipeline into the investment industry, as well as support their success. 

Together, alongside our like-minded supporting organizations, our collaboration demonstrates the commitment of the global finance industry to inclusion and diversity, while providing high-caliber programming, cross-regional networking and professional development opportunities for our shared membership around the world.

Our collaboration:

  • Creates a unique WIM Original program series that provides exceptional professional development guidance and showcases talented, diverse female leaders
  • Co-markets high quality I&D programming created by our participating societies to bring added visibility to the featured speakers and the societies who host them
  • Showcases and amplifies across our global platform the I&D efforts of our participating societies, to aid their success and build momentum for those initiatives at the local, regional and global level 
  • Offers valuable networking opportunities for our global base of finance professionals of all backgrounds
  • Provides young professionals of all backgrounds access to critical mentorship and career guidance through internship opportunities and mentor programs 
  • Supports the development, hiring and advancement of the diverse talent pipeline

Who?
Our grassroots campaign has captured hearts and minds across the global finance network, and leaders around the world have dedicated their talents, time and endless passion to our shared vision. Our global collaboration comprises of organizations across the US, Canada, Caribbean, EMEA and Latin America.

Together, we aim to enhance and amplify the I&D efforts of our respective societies at the local level, while sharing resources and information to build a truly global community around this important dialogue. Participating CFA Societies and FPA Chapters alongside Collaborative WIM believe that we can achieve more by working in conjunction, rather than in isolation.

Contact us at [email protected]

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Suggestions
Submit Speaker or Topic
Submit Resource to Share
  • Digital Content created by your Society/Chapter that showcases talented, accomplished female leaders in the finance industry
  • Resources to support the advancement and development of female investment professionals
  • Relevant industry news related to Diversity & Inclusion

 Upcoming Events

September 29th

Collaborative WIM in Partnership with Schroders Presents An Honest Conversation: Personal Journeys of DE&I Pioneers

Join us LIVE as we greet Sarah Maynard (Global Head, External Diversity, Equity & Inclusion of CFA Institute) and Marlene Timberlake D’Adamo (Chief Diversity, Equity & Inclusion Officer of CalPERS) for a unique and interactive discussion, moderated by Paul Olschwanger, Founder and Chief Inspiration Officer of Wendell Rhoads Consulting (Board Director of CFA Society Dallas - Fort Worth).
 
We will discuss the success of the two powerful female figures and learn what it takes to drive change. 

Webinar - 12:00pm EST
Save the Date!

October 18th 
Join us LIVE to greet Ellen Carr and Katrina Dudley to discuss their personal stories, their research (supported by the CFA network), and their insights to help navigate our own careers.
 
Diversification is a core principle of investing. Yet money managers have not applied it to their own ranks. Only around 10 percent of portfolio managers—the people most directly responsible for investing your money—are female, and the numbers are even worse at the ownership level. What are the causes of this underrepresentation, and what are its consequences—including for firms’ and clients’ bottom lines?

Come ready to network and bring your questions for Ellen and Katrina, for a unique interactive event you won’t want to miss!

Webinar - 12:00pm EST

Register Now!


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The Collaborative WIM Global Summit is coming! 
On November 10th, we will launch the inaugural Collaborative WIM Inclusion & Diversity Global Summit, co-hosted by CFA Society Madison and CFA Society  Milwaukee!

In response to many wonderful conversations that have taken place among CWIM allies near and far, this half-day event will be an opportunity for us all to gather at year end and celebrate the community that we have achieved together. The agenda includes an incredible lineup of truly inspiring sessions with finance leaders and soft topic experts. We’ll be sharing more details soon, so please save the date and stay tuned!

Save the Date. Registration coming soon!