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Accelerating Change - Diversity, Equity, and Inclusion in Investment Management 2021

Published by: CFA Institute

This report summarizes the actions taken by 41 investment organizations—Experimental Partners (XPs), members of the CFA Institute Experimental Partners Program—to advance diversity, equity, and inclusion (DEI) in their organizations during a highly dynamic period of change, from mid-2019 to the end of 2020. It has been written for industry leaders, their business partners, and investment teams to share the learning from our close monitoring of those DEI actions and their impact.


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