Diversity, Equity & Inclusion Working Group

IAA Committees and Working Groups

Diversity, Equity & Inclusion Working Group

The Diversity, Equity & Inclusion Working Group examines the challenges and opportunities investment advisory and wealth management firms face as they strive to create greater diversity, equity, and inclusion both within their firms and in the industry at large. The Working Group aims to review forces that have contributed to the industry’s current track record in diversity and identify specific steps members can take to enhance diversity, equity, and inclusion at their firms. The Group’s work will be reflected in an online resource center to assist advisers and wealth managers in building and enhancing their diversity programs. Interested members may contact IAA Staff Liaison Nancy Hancock for information.

 


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IAA Staff Liaison
Nancy Hancock
VP, Business Practices



 

Meeting Frequency: Periodic conference calls

 

Online Community (Coming Soon)

 

IAA Committees and Working Groups

 

We encourage all members to participate in our Committees, Working Groups, and Forums. To join the Diversity, Equity & Inclusion Working Group or its online community on the IAA Exchange, please contact iaaservices@investmentadviser.org or call (202) 293-4222.

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