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Make D&I a core principle, not public relations
“Don’t compare yourself, be yourself.” This is the number one thing I tell the diverse financial advisers…
As a firm owner or decision-maker, you have the power to make an impact on this profession.
Survey of InvestmentNews readers shows they see upside of diversity but have limited motivation to address it.
Chicago-based asset manager becomes a role model for leadership diversity
If firms want to keep pace with changing investor demographics, they have to hire more diverse viewpoints.
OpenInvest will overweight companies with a track record of improving racial equality while avoiding those that harm minority communities.
Investment committees are often narrow and uniform, which could have negative consequences for 401(k) plan sponsors.
Despite progress, more could be done for women and minority advisers.
Many CDOs also have another full-time role unrelated to diversity and inclusion.
- Alternative Investments
- Bonds / Fixed Income
- Client Prospecting
- Client Servicing
- Defined Benefit Plans
- Defined Contribution Plans
- Health Care
- Individual Retirement Accounts (IRAs)
- Independent Broker Dealers