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Diversity, Equity & Inclusion

Fostering Diversity Resources

The IAA is committed to working collectively with its members, with policymakers, and with business leaders to promote diversity, equity, and inclusion as values for our industry. We are dedicated to providing education, information, and resources to help foster significant progress. On these pages, we present a wide range of resources for advisers and others in the financial services ecosystem to build a more equitable future for businesses, our employees, and our clients.

Investment Advisory Industry

Key Findings - Driving Diversity: Opportunities for Action in the RIA Marketplace - April 2021 report cover

The investment advisory industry has made small, yet significant steps toward diversity – but women and racial and ethnic minorities remain underrepresented in both management and adviser roles. Our new study with Cerulli Associates is more than just a scorecard – it includes calls to action for accelerating change.

A Practical Guide to Building Diversity, Equity & Inclusion at your Firm guide cover

The need to promote DEI in the investment adviser industry is overwhelming, but so are the benefits. Members of the IAA’s DEI Working Group distilled their collective knowledge, experience, and research into A Practical Guide to Building Diversity, Equity & Inclusion at Your Firm. This roadmap also has a theme: DEI isn’t just good for people, it’s good for business.

DEI V2 Cover_375x469

There’s strong evidence that female investors and firms owned by women perform at least as well as their male counterparts. The growing body of evidence on investments managed by minorities and minority-owned firms supports a similar conclusion. We summarize the findings of 56 studies in this research review.

DEI Member Survey_375x469

In late 2022, the IAA conducted a survey to allow members to provide firm-level information about their diversity characteristics and DEI practices. This report presents an overview of key findings of the survey. The data gathered does not purport to represent the industry at large, but rather the characteristics of the firms that elected to respond.

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