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Advancing Diversity and Inclusion at Your Firm
Today's customers, employers, and employees represent diverse backgrounds, experiences and values. Making diversity and inclusion a priority can bring benefits to both your customers and your firm.
Advancing Diversity and Inclusion at Your Firm
Today's customers, employers, and employees represent diverse backgrounds, experiences and values. Making diversity and inclusion a priority brings benefits to both your customers and your firm.
Learn, Explore and Take Action
Diverse perspectives keep businesses relevant and innovative. Many times, a diverse and inclusive organization starts with where and how it recruits, but a more inclusive environment can also be achieved through the behavior of any one individual. Dedicating time to learning, exploration, and action can help advance and create lasting momentum behind diversity and inclusion. Use the resources below to help you start or expand on identifying talent management opportunities, taking impactful individual actions, and serving the needs of a diverse investor population.
Building a Diverse and Inclusive Organization
Building and sustaining a diverse and inclusive organization benefits investment management firms and the clients that they serve. These resources outline the business imperative of diversity and inclusion in the financial planning industry. They also provide strategies that individuals at every level of an organization can use to help create a more inclusive culture.
Making Space for Dialogue
While it may feel hard or intimidating, talking about race and diversity reinforces an organization's commitment to the fair and equitable treatment of all employees. We brought together mission-oriented leaders with investment management industry expertise and explored how firms can intentionally create space for dialogue and spark change.
Understanding and Engaging Your Clients
The clients of financial planning firms are becoming increasingly diverse. At the same time, investors are also increasingly aware of their social impact. Understanding these demographics allows investment management firms to deepen relationships and create better outcomes for their clients.