Diversity, Equity, & Inclusion Code | Research & Policy Center

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<img src="/-/media/images/hero/StandardPage-Hero-Images/abstract-purple-triangles.jpg?w=2560&hash=9925B7C5D4141C664E397439D600ADA6" srcset="/-/media/images/hero/StandardPage-Hero-Images/abstract-purple-triangles.jpg?w=480&hash=E899D9479C6C93CE0AB7841EE5E6DB38 480w, /-/media/images/hero/StandardPage-Hero-Images/abstract-purple-triangles.jpg?w=768&hash=20C440F04804A4AF316502961837B05D 768w, /-/media/images/hero/StandardPage-Hero-Images/abstract-purple-triangles.jpg?w=1200&hash=606E9B4606C2164CAE63B12294532F7F 1200w, /-/media/images/hero/StandardPage-Hero-Images/abstract-purple-triangles.jpg?w=2560&hash=9925B7C5D4141C664E397439D600ADA6 2560w" sizes="100%" alt=""> </picture> <div class="spotlight-hero__container"> <div class="spotlight-hero__text"> <h1 class="spotlight-hero__title">Diversity, Equity, and Inclusion Code</h1> <span class="spotlight-hero__subtitle">Embrace and realize diversity, equity, and inclusion (DEI)</span> </div> </div> </section> <section class="article-grid">  <section class=" grid__item--full-width grid__item--inset grid__item--initial">  <div><p>The CFA Institute <strong>Diversity, Equity, and Inclusion</strong> Code champions positive systemic change in the investment industry, reflecting and addressing challenges that come with demographic, cultural, and societal variations across markets. This transformative code provides a structured <strong>framework</strong> supporting employers, executive leaders, investment professionals, DEI specialists, and HR professionals in crafting impactful and measurable strategies to enable better people management in the investment industry. </p> <p>First launched in the <strong>US and Canada</strong> and recently launched in the <strong>UK, nearly 200</strong> organizations have now signed up to the DEI Code, building strong momentum for adaptation and adoption of the Code in more financial markets globally under the oversight of a dedicated <a rel="noopener noreferrer" href="https://www.cfainstitute.org/en/about/governance/committees/dei-committees" target="_blank">DEI Steering Committee</a>. Oversight includes strategic advice on all aspects of our industry DEI work, including the DEI Code application process and <strong>metrics-based reporting</strong>. </p> <p>DEI Code signatories submit confidential, annual progress reports using the <strong>Reporting Framework</strong>. In turn, annual reporting enables CFA Institute to consolidate signatory DEI Code data into new <strong>industry statistics</strong>, providing a comprehensive and representative benchmark reference to further the investment industry’s DEI ambitions to better serve diverse clients. </p> <p>Join us in shaping a more inclusive future for the investment industry. Learn more about the <strong>DEI Code</strong> today.</p> <p>Visit our Diversity, Equity, and Inclusion Topic page for the latest <a href="/en/topics/diversity-equity-and-inclusion">DEI Research</a>.</p></div>  <div class="flex__container brand-card__container flex__container--2-up@md flex__container--medium-column-gap flex__container--medium-row-gap" >  <a href="https://youtu.be/1uvpvFO4NNw" class="brand-card flex__item" rel="noopener noreferrer" target="_blank" ><img src="/-/media/images/cards/custom/sarah-maynard-dei.png?h=325&w=664&la=en&hash=7C00F7AD857325D430106F0243C97973" class="brand-card__media media__ratio--double" loading="lazy" alt="sarah-maynard-dei" /> <div class="brand-card__content"> <div class="brand-card__content-description"> <strong>DEI and Improved Investment Outcomes</strong> </div> </div>  </a>  <a href="https://players.brightcove.net/pages/v1/index.html?accountId=1183701590001&playerId=rkcysOOFe&videoId=6345834346112&autoplay=true" class="brand-card flex__item" rel="noopener noreferrer" target="_blank" ><img src="/-/media/images/cards/custom/maria-reyes-dei.png?h=379&w=664&la=en&hash=72007C7731644D71E4427A8712DC5752" class="brand-card__media media__ratio--double" loading="lazy" alt="maria-reyes-dei" /> <div class="brand-card__content"> <div class="brand-card__content-description"> <strong>A message from the former Special Envoy of the United Nations Secretary-General on Disability and Accessibility on International Day of Persons with Disabilities 2023.</strong> </div> </div>  </a> </div>  <div class="section__separator"> </div>  <div class="flex__container brand-card__container flex__container--2-up@md flex__container--medium-column-gap" >  <div class="brand-card flex__item"> <img src="/-/media/images/cards/Lifestyle-and-Graphic/gen-z-young-woman-investor.jpg?h=443&w=664&la=en&hash=4E6E42BDA2876060B17A9612B486019A" class="brand-card__media media__ratio--double" loading="lazy" alt="gen-z-young-woman-investor" /> <div class="brand-card__content"> <h3 class="brand-card__content-title">The Codes</h3> <div class="brand-card__content-description"> <p><a href="/en/codes-and-standards/codes/diversity-equity-inclusion-code-usa-canada">Diversity, Equity, and Inclusion Code</a> (US and Canada)</p> <p><a href="/en/codes-and-standards/codes/diversity-equity-inclusion-code-uk">Diversity, Equity, and Inclusion Code</a> (UK) </p> <p><a href="/en/codes-and-standards/codes/diversity-equity-inclusion-code-europe">Diversity, Equity, and Inclusion Code</a> (Europe) </p> <p><a href="/-/media/documents/code/dei/dei-code-australia.pdf">Diversity, Equity, and Inclusion Code</a> (Australia)</p> <p><a href="/-/media/documents/code/dei/dei-code-singapore.pdf">Diversity, Equity, and Inclusion Code</a> (Singapore)</p> <p> </p> </div> </div> </div>   <div class="brand-card flex__item"> <img src="/-/media/images/cards/Lifestyle-and-Graphic/women-in-office.jpg?h=443&w=664&la=en&hash=6B4CA79F996C72F8DBB0C4DB129BD45D" class="brand-card__media media__ratio--double" loading="lazy" alt="women-in-office" /> <div class="brand-card__content"> <h3 class="brand-card__content-title">Implementation Guidance</h3> <div class="brand-card__content-description"> <p><a href="/en/codes-and-standards/codes/diversity-equity-inclusion-code-implementation-guidance-usa-canada">US and Canada Implementation Guidance</a></p> <p><a href="/en/codes-and-standards/codes/diversity-equity-inclusion-code-implementation-guidance-uk">UK Implementation Guidance</a></p> <p><a href="/en/codes-and-standards/codes/diversity-equity-inclusion-code-implementation-guidance-europe">Europe Implementation Guidance</a></p> <p><a href="/-/media/documents/code/dei/dei-code-implementation-guidance-australia.pdf">Australia Implementation Guidance</a></p> <p><a href="/-/media/documents/code/dei/dei-code-singapore-implementation-guidance.pdf">Singapore Implementation Guidance</a></p> </div> </div> </div>  </div> <div class="flex__container brand-card__container flex__container--1-up brand-card--horizontal@md brand-card--flipped brand-card--uneven flex__container--medium-column-gap flex__container--medium-row-gap" >  <div class="brand-card flex__item"> <img src="/-/media/images/cards/Lifestyle-and-Graphic/gen-z-young-male-investor.jpg?h=443&w=664&la=en&hash=7A87DE8102728931D0F4D0814D03AE0C" class="brand-card__media media__ratio--square" loading="lazy" alt="gen-z-young-male-investor" /> <div class="brand-card__content"> <h3 class="brand-card__content-title">Metrics-based Reporting Framework</h3> <div class="brand-card__content-description"> <p><a href="https://compliancetracking.cfainstitute.org/dei-reporting-dashboard">Reporting Framework (US, Canada, and UK)</a> - <em>Log-in Required Content</em><br /> *Please note that the DEI reporting framework is currently available only for signatories reporting their data in the US and Canada, and the UK. More markets to be added in the future.</p> <p><a href="https://rpc.cfainstitute.org/-/media/documents/support/ethics/dei-code-reporting-framework-template-tool-US-CAN.xlsx">Download the US and Canada Reporting Framework Template Tool</a></p> <p><a href="/-/media/documents/code/dei/dei-code-reporting-framework-template_UK.xlsx">Download the UK Reporting Framework Template Tool</a></p> <p><a href="/-/media/documents/code/dei/dei-reporting-framework-netherlands.xlsx">Download the Reporting Framework Template Tool for The Netherlands</a></p> <p>This Reporting Framework Template Tool is designed specifically for signatories to the DEI Code Europe, facilitating the reporting of DEI data for employees located in the Netherlands. This tool is illustrative of our approach to data collection in Europe.</p> <p>DEI Code Materials and Reporting Framework tools for other European markets will be available soon.</p> <p><a href="/-/media/documents/code/dei/dei-code-reporting-framework-australia.xlsx">Download the Reporting Framework Template Tool for Australia</a></p> <p><a href="/-/media/documents/code/dei/dei-code-reporting-framework-singapore.xlsx">Download the Reporting Framework Template Tool for Singapore</a></p> </div> </div> </div>  </div>  <div><a rel="noopener noreferrer" href="https://www.youngwomenininvestment.com/uk/program-overview/internships" target="_blank"><img alt="Women in Investment" src="/-/media/images/cards/custom/women-in-investment.png?h=200&w=600&hash=9A6F7BCF25D4EB20AE479B403A73FA3D" style="height: 200px; width: 600px;" /></a></div>  </section>   <section class=" grid__item--full-width grid__item--inset">  <div class="section__separator"> <h2 class="section__header"> Become a Signatory to the DEI Code </h2> </div>  <ul class="rich-list no-border list-unstyled"> <li> <div class="media"> <div class="media-left"> <img src="/-/media/images/icon/Chart-2/Chart-2_53565A_Alone.svg" class="image" alt="chart icon"> </div> <div class="media-body"> <span class="list-item-title"> <a href="https://compliancetracking.cfainstitute.org/dei-code-signatory-form" target="_blank">Signatory Notification Form</a> </span> <p>Complete this form if your organization is becoming a signatory to the DEI Code.   </p> </div> </div> </li> <li> <div class="media"> <div class="media-left"> <img src="/-/media/images/icon/Chart-2/Chart-2_53565A_Alone.svg" class="image" alt="chart icon"> </div> <div class="media-body"> <span class="list-item-title"> <a href="https://compliancetracking.cfainstitute.org/dei-firm-list" target="_blank">DEI Code Signatory Organizations</a> </span> <p>See the organizations that currently claim commitment to the principles and provisions of the DEI Code.</p> </div> </div> </li> <li> <div class="media"> <div class="media-left"> <img src="/-/media/images/icon/RPC-Assets/asset-pdf.svg" class="image" alt="pdf icon"> </div> <div class="media-body"> <span class="list-item-title">DEI Code Overview</span> <p><p><a href="/-/media/documents/code/dei/dei-code-overview.pdf">DEI Code Overview</a> - English</p> <p><a href="/-/media/documents/code/dei/DEI-Code-Overview_French.pdf">DEI Code Overview</a> - French</p></p> </div> </div> </li> <li> <div class="media"> <div class="media-left"> <img src="/-/media/images/icon/RPC-Assets/asset-pdf.svg" class="image" alt="pdf icon"> </div> <div class="media-body"> <span class="list-item-title"> <a href="/-/media/documents/code/dei/cfa-institute-dei-code-introduction.pdf" >CFA Institute DEI Code Introduction</a> </span> (PDF) <p>Read the CFA Institute DEI Code Introduction.</p> </div> </div> </li> <li> <div class="media"> <div class="media-left"> <img src="/-/media/images/icon/RPC-Assets/asset-pdf.svg" class="image" alt="pdf icon"> </div> <div class="media-body"> <span class="list-item-title"> <a href="/-/media/documents/code/dei/FAQ-DEI-Code.pdf" >FAQs</a> </span> (PDF) <p>Answers to your frequently asked questions.</p> </div> </div> </li> <li> <div class="media"> <div class="media-left"> <img src="/-/media/images/icon/Communication/Communication_53565A_Solid.svg" class="image" alt="communication icon"> </div> <div class="media-body"> <span class="list-item-title"> <a href="/cdn-cgi/l/email-protection#9cf8f9f5fff3f8f9dcfffafdf5f2efe8f5e8e9e8f9b2f3eefb">Help Desk</a> </span> <p>Questions about adoption of the Code? Email us.</p> </div> </div> </li> <li> <div class="media"> <div class="media-left"> <img src="/-/media/images/icon/Monitor/Monitor_53565A_Outlined.svg" class="image" alt="monitor icon"> </div> <div class="media-body"> <span class="list-item-title"> <a href="/en/topics/diversity-equity-and-inclusion" >Research and Analysis</a> </span> <p>Read our research papers on diversity, equity, and inclusion in the investment industry.</p> </div> </div> </li> </ul> <figure class="image-figure"> <div class="video-container"> <video style="width: 100%; height: 100%; position: absolute; top: 0px; bottom: 0px; right: 0px; left: 0px;" data-video-id=6299928943001 data-account=1183701590001 data-player=S1pWTjxJM data-embed="default" class="video-js" controls></video> <script data-cfasync="false" src="/cdn-cgi/scripts/5c5dd728/cloudflare-static/email-decode.min.js"></script><script type='text/javascript' src='//players.brightcove.net/1183701590001/S1pWTjxJM_default/index.min.js'></script> </div> <figcaption> </figcaption> </figure> </section>  </section> </main>   <footer class="footer"> <div class="footer__preroll"> <div class="footer__preroll-container"> <div class="footer__about"> <h2 class="footer__about-header h3"> About the Research and Policy Center (RPC) </h2> <p class="footer__about-text"> CFA Institute Research and Policy Center is transforming research insights into actions that strengthen markets, advance ethics, and improve investor outcomes for the ultimate benefit of society. </p> <a class="footer__about-cta button" role="button" href="/en/about" > Learn more about the RPC </a> </div> <div class="footer__latest"> <img class="footer__latest-background" srcset="/-/media/images/cta-background/aerial-skyscrapers.jpg?w=720&hash=5FAB353B5F96BEA739BAF4E906BD906F 720w" sizes="100% 720px" alt="aerial skyscrapers view" /> <h2 class="footer__latest-header h3"> Stay informed on the latest from the RPC </h2> <p class="footer__latest-text"> Sign up to get the latest updates from the RPC right to your inbox </p> <a class="footer__latest-cta button" role="button" href="/en/subscribe" > Subscribe here </a> </div> </div> </div> <div class="footer__top"> <div class="footer__logo cfa-font-weight-bold"> <span class="footer__logo-img"></span> </div> <div class="footer__social-links"> <ul> <li> <a href="http://linkedin.com/showcase/research-and-policy-center" rel="noopener noreferrer" title="Linkedin Page" target="_blank" > <span class="footer__social-icon icon icon--social-li"></span> <span class="sr-only">CFA Institute on LinkedIn</span> </a> </li> <li> <a href="http://www.facebook.com/CFAInstitute" rel="noopener noreferrer" title="Facebook Page" target="_blank" > <span class="footer__social-icon icon icon--social-fb"></span> <span class="sr-only">CFA Institute on Facebook</span> </a> </li> <li> <a href="https://twitter.com/cfainstitute" rel="noopener noreferrer" title="Twitter Page" target="_blank" > <span class="footer__social-icon icon icon--social-twitter"></span> <span class="sr-only">CFA Institute on Twitter</span> </a> </li> <li> <a href="http://e.weibo.com/cfainst" rel="noopener noreferrer" title="Weibo Page" target="_blank" > <span class="footer__social-icon icon icon--social-weibo"></span> <span class="sr-only">CFA Institute on Weibo</span> </a> </li> <li> <a href="/en/ICE-Feeds/RPC-Publications-Feed" rel="noopener noreferrer" title="CFA Institute Research and Policy Center RSS" target="_blank" > <span class="footer__social-icon icon icon--social-rss"></span> <span class="sr-only">Research and Policy Center RSS</span> </a> </li> </ul> </div> </div> <div class="footer__bottom"> <div class="footer__links"> <ul> <li> <a href="https://www.cfainstitute.org/" >CFA Institute</a> </li> <li> <a href="https://profile.cfainstitute.org/ContactUs" target="_blank" rel="noopener noreferrer" >Contact Us</a> </li> <li> <a href="https://www.cfainstitute.org/utility/accessibility" >Accessibility</a> </li> <li> <a href="https://www.cfainstitute.org/about/governance/policies/privacy-policy" title="Privacy Policy" >Privacy Policy</a> </li> <li> <a href="https://www.cfainstitute.org/about/governance/policies/terms-conditions" title="Terms and Conditions" >Terms & Conditions</a> </li> <li> <a href="/en/utility/sitemap" title="Sitemap" >Sitemap</a> </li> </ul> </div> <div class="footer__copyright"> © 2024 CFA Institute Research and Policy Center. 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