Navigating DEI in an Uncertain Environment
For many investment advisers, diversity, equity, and inclusion has been an important area of focus over the past few years, from both an employment and an investment perspective. But increasingly vocal opposition has generated concerns about DEI programs. Here's what has – and what has not – changed when it comes to DEI and investment advisers.
May 06, 2024
DEI in the Advisory World: Where to from Here?
Earlier this year, Rob Burks and Ritu Bhasin joined the IAA for a webinar to talk about diversity, equity, inclusion, and belonging (DEIB) best practices in 2024.
April 01, 2024
The SEC’s Small Business Capital Formation Advisory Committee met to discuss the definition of “accredited Investor” and diversity in the investment process.
December 01, 2023
10 Tips for Building Your Firm’s DEI Strategy
Amy M. Knapp and Peyun Kok shared insights and lessons learned thus far in Corsair Capital’s DEI journey, with the aim to share practical, industry-relevant advice, and best practices with other firms seeking to set and advance DEI objectives.
May 25, 2023
IAA DEI Member Survey: A Preview of Results
The IAA is committed to working to support DEI as a priority for our industry. Our recent survey allowed members to provide firm-level information about this critical topic.
March 02, 2023
No Tradeoff Between Diversity and Performance
There’s strong evidence that women investors and firms owned by women perform at least as well as men. 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.
November 28, 2022
SEC’s OMWI Releases Diversity Assessment Report and Annual Report
SEC’s OMWI has issued two reports that outline results from firms’ self-assessments of diversity policies and procedures.
May 06, 2022
Opening Doors Together | Get Involved in Diversifying the Talent Pipeline
At the 2022 Compliance Conference, Ammani Nagesh and Keith Shoates discussed bringing diverse talent and high-performing students into the financial services industry.
March 24, 2022
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