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​​​WIm Logo.jpgCollaborative Women in Investment Management (WIM) Initiative

This collaboration is modeled after the CFA Institute Women In Investment Management (WIM) Initiative. CFA societies and FPA chapters around the country have joined efforts to further our shared goals of inclusion and diversity in capitalism.

This is a grassroots campaign:

  • To empower female professionals across all facets of the finance industry
  • To support the advancement and development of female leaders, as well as to celebrate their accomplishments
  • To establish a broad-based community and share resources to promote our shared vision 
  • To create demand for diversity
Despite immense progress towards diversity, the reality remains that there are still relatively few women in senior leadership roles and even fewer minority women. This means that women 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.

Women, as the minority in the finance industry globally (regardless of country and geography), are the universal diversifier.

We see the new world of virtual programming as an opportunity—to build a broader community that is geography-agnostic, to share resources and information for the ultimate benefit of our combined member base, and to create high quality programming that celebrates the accomplishments of female leaders, while empowering each of our members in their personal career journey.

Our initial goal with this collaboration is:

  • To create a unique program series that provides exceptional professional development guidance and showcases talented, accomplished female leaders in the finance industry;
  • To co-market high quality programming of the participants of this collaboration, in the same vein
  • To offer valuable networking opportunities for our member base

Elevating and showcasing talented, accomplished women has a powerful impact on the diversity dialogue. To see that women from all backgrounds and cultures can and do succeed at the highest levels of finance can be both empowering to other female professionals and inspiring to those who come after us. We hope that this initiative will help to inspire young female professionals to shoot for the highest positions of leadership within their organizations.

Establishing a support network is critical to career success and perhaps more important than ever as many of us adjust to a virtual work environment. This collaboration will enable enhanced networking opportunities at all levels and facilitate the formation of a peer support system for members.

The collaboration has expanded to include 70 CFA Societies + 5 FPA Chapters across the country, with a combined member base exceeding 58,000 and growing.

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  • 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

May 17, 2021
100 Women in Finance and CFA Society South Florida are pleased to host State Street Corporation for A Discussion on Diversity and Inclusion in the Asset Management Industry.

Featured speakers will provide their perspectives on leadership and insights to State Street’s efforts to thrive for a more equitable and sustainable future.
Register Online 

May 19, 2021
Join CFA Society Cleveland as they go deep with the president and CEO of Progressive Insurance, Tricia Griffith. In this Q&A, led by Meghan Walsh, Business Leader of Creative Management at Progressive, we’ll learn about Tricia’s career path, challenges and learnings, as well as the how she is leading through a pandemic to continue to grow the third largest insurance provider in the country with the number one brand icon.
Register Online

August 5, 2021 - Save the Date
WIM Book Club hosted by CFA Society Orange County (CFAOC) and CFA Society Ukraine.

Collaborative WIM Presents:
Think For Yourself: Restoring Common Sense in an Age of Experts and Artificial Intelligence. Featuring Vikram Mansharamani, Author, Academic, Advisor. 

Registration details coming soon!

September 9, 2021 - Save the Date
WIM Original hosted by CFA Society Oklahoma - Collaborative WIM in Partnership with Schroders Presents - Money and Its Mind Games: Women, Money & Power.  Featuring Marilyn Wechter, Psychotherapist, Financial Therapist, Wealth Counselor. 

Registration details coming soon!