DEI Recommended Reading

General

• Gender Diversity in Investment Management
  CFA Institute Report for Practitioners
• Ethnic and Racial Diversity in Asset Management Firms
  Money Management Institute and Fundfire
• Diversity in Action: How to Sustain the Financial Planning Profession
  CFP Board
• Diversity And Inclusion: Holding America’s Large Banks Accountable
  House Financial Services Committee Report
• Racial Diversity in Financial Planning: Where We Are and Where We Must Go
  CFP Board
• Less Than 1 Percent of Fortune 500 CEOs Are Black: Corporate America Must Change
  Corporate Board Member Institute
• Women in the Workplace, 2020
  McKinsey & Company
• 5 ways intersectionality affects diversity and inclusion at work
  World Economic Forum
• Will companies accede to calls for actions to improve racial and ethnic diversity in hiring and promotion? California considers a new mandate for racial/ethnic board diversity
  Cooley PubCo
• Autism @ Work Playbook
  University of Washington
• What is Affinity Bias?
  Lean In
• 15 Ways to Improve Diversity & Inclusion in the Workplace
  SocialChorus
• Addressing diversity and inclusion: Going beyond the benchmark
  Oracle
• Diversity & Inclusion Efforts That Really Work
  Harvard Business Review
• Diversity and inclusion: 8 best practices for changing your culture
  CIO
• How to promote diversity, equity, and inclusion in the workplace
  Ceridian
• 10 Examples of Awesome Inclusion Statements
  The Magnet/ONGIG
• Twenty Actions and Best Practices to Promote Inclusion in the Workplace
  CFA Institute

Establishing Common Language

• Glossary of Diversity, Equity and Inclusion Terms
  Seramount
• DIB Glossary: Foundational Concepts & Affirming Language
  Harvard University
• Your A-Z D&I Glossary
  Hive Learning
• Racial Equity Tools Glossary
  Racial Equity Tools

Measuring Progress & Results

• Defining and Measuring ‘Inclusion’ Within an Organisation
  Stephen Thompson
  Institute of Development Studies
• Measuring Diversity and Inclusion
  Boston Consulting Group (BCG)
• Top Ways Companies Are Measuring Their Diversity and Inclusion Progress
  LinkedIn
• 3 Diversity Metrics You Should be Tracking in 2019
  HR Technologist

Making the Pitch

• Diversity wins: How inclusion matters
  McKinsey & Company
• How Diverse Leadership Teams Boost Innovation
  BCG Henderson Institute
• The Business Imperative of Diversity
  BCG Henderson Institute
• Why Diversity Matters: How Workforce Diversity and Inclusion Accelerate Business Success in Financial Services
  CFP Board
• Why It Pays to Invest in Gender Diversity
  Morgan Stanley
• Study: Firms with More Women in the C-Suite Are More Profitable
  Harvard Business ReviewBoard diversity, firm risk, and corporate policies
  University of Miami School of Business Administration
• The Bottom Line: Corporate Performance and Women’s Representation on Boards (2004-2008)
  Catalyst
• Neurodiversity is a Competitive Advantage
  Harvard Business Review

Recruiting & Training

Race