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爱游戏app下载游戏CFA Institute出版了美国和加拿大投资职业的自愿多样性,股权和包容守则草案,供公众咨询

代码概述了六项原则,以推动投资行业内更大的多样性,公平和纳入;从行业领导人参与起草

纽约市,美国07年7月2021年

爱游戏app下载游戏CFA Institute, the global association of investment professionals, announces today the publication of the first draft of a voluntary Diversity, Equity, and Inclusion (DEI) Code for the investment industry in the United States and Canada.

The draft DEI Code represents collaboration between 爱游戏app下载游戏CFA Institute and a Working Group of industry leaders to foster a commitment that will lead to greater inclusion of wider viewpoints from diverse talent, which should result in better investment outcomes and help create better working environments.该草案旨在引出关于行业参与者,监管机构和其他利益攸关方在DEI代码内概述的提出的原则的反馈。

“作为CFA学院的第一个女总统兼首席执行官,我可能会证明投资行业正在进行性别多样性的爱游戏app下载游戏进展,但我对无法抓住更广泛的多样性,公平和包容性的更广泛的问题,我也非常失望,“CFA学院总裁兼首席执行官CFA玛格丽特·富兰克林说。爱游戏app下载游戏“这是我真诚的希望,我们多样性,股权和包容守则的初稿将是一种令人兴奋,以点燃我们需要跨投资专业的改变。我致力于在最终版本爱游戏app下载游戏发布时成为这一新多样性,公平和包容守则的第一个签署者。“

Sarah Maynard,Asip,CF爱游戏app下载游戏A学院,全球头,外部纳入和多样性,补充说:“持续变化永远不会容易,我们认识到该行业在不持久的影响之前提出了Dei的尝试。我们还了解改善公平的重要性,同时承认任务的严重程度。考虑到这一点,工作组的努力将这些努力集中在成员有直接代理机构和影响因素的工作场所。我们有信心,对DEI守则的承诺将促进在该行业中更大的包容性。“

Dei代码草案概述了以下类别中的六个关键原则:

  • 管道
  • 人才招聘
  • Promotion & Retention
  • 领导
  • 影响
  • 测量

Each signatory will commit to working on these Principles as well as collaborating with others in the field, striving towards the goals and promoting the ideals throughout the industry.签署人将被要求每年报告,利用指定的机密报告框架。

爱游戏app下载游戏CFA Institute will report its overall findings on industry progress on an annual basis.爱游戏app下载游戏CFA学院还将召开签署人的年度圆桌会议,分享其执行测试实践。Dei Code工作组本身是一支高度多样化的团队,包括CFA学院纳入与多样性指导委员会,多样性股权和包容从业者和投资专业人员的成员组成。爱游戏app下载游戏

Justine Phoenix, Head of Diversity Project North America at Nicsa, a not-for-profit trade association striving to connect all facets of the global asset management industry, represented Nicsa on the DEI Code Working Group. 爱游戏app下载游戏CFA Institute is proud to involve Diversity Project North America in this important work and believes this model of collaboration with Nicsa, and other influential entities, is necessary to expand the pipeline of underrepresented groups in the investment industry.

Jim Fitzpatrick, President and CEO of Nicsa commented: “Nicsa’s Diversity Project North America is pleased to have collaborated on this important initiative and commends 爱游戏app下载游戏CFA Institute and its members for taking actionable and measurable steps towards advancing a diverse workforce that is inclusive and equitable.我们完全支持CFA研究所的这项努力爱游戏app下载游戏。“

DEI代码已在CFA学院发表爱游戏app下载游戏网站。应在此案中提供对草案的评论Response Form并提交给[电子邮件受保护]within the 60-day consultation period, which closes on 4 September 2021. Any individual, group, or organization may submit comments using the response form on the website, and they need not be from the US or Canada. 爱游戏app下载游戏CFA Institute anticipates undertaking future work in other regions of the world on the DEI Code.

关于CFA学爱游戏app下载游戏院

爱游戏app下载游戏CFA学院是全球投资专业人员协会,可为专业卓越卓越和凭据制定标准。该组织是投资市场的道德行为的冠军以及全球金融界的尊重知识来源。我们的目标是创造一个环境的环境,其中投资者的利益首先,市场上的兴趣和经济增长。164个市场上有超过170,000个CFA®特许举者。爱游戏app下载游戏CFA Institute在全球范围内拥有九个办事处,当地社会有161个社会。

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