Industry Collaborators



CFA Institute thanks our Steering Committee, host companies, and all organizations that participated in the Diversity and Inclusion workshops for their input and guidance. We facilitated a series of workshops totaling 344 participants across 99 companies, representing approximately US$38 trillion in assets under management.

Steering Committee

Chris Ailman, CFP
Chief Investment Officer
Vicki Fuller, CPA
Chief Investment Officer
New York State Common Retirement Fund
Maarika Paul, FCA
Executive Vice President and Chief Financial and Operations Officer
Caisse de dépôt et placement du Québec
Janet Cowell
Chief Executive Officer
Girls Who Invest
Orim Graves, CFA
Executive Director
National Association of Securities Professionals
Wylie Tollett, CFA
Executive Vice President
Franklin Templeton
Ex-Chief Operating Investment Officer
Frank Dobbin, PhD
Chair, Organizational Behavior
Harvard University
Sharmila Kassam, CPA
Deputy Chief Investment Officer
Employment Retirement System of Texas
Michael Trotsky, CFA
Executive Director and Chief Investment Officer
Pension Reserves Investment Management (Massachusetts)
Kathleen Dunlap
Former Chief Executive Officer
Girls Who Invest
Amy McGarrity, CFA
Chief Investment Officer
Colorado PERA

Host CFA Societies

CFA Society Boston
CFA Society Chicago
CFA Society New York


CFA Society Philadelphia
CFA Society San Francisco
CFA Society Toronto


We also wish to thank the CFA Institute D&I Council and its Business Resource Groups for editorial input, and special thanks to Julie O’Mara of the Centre for Global Inclusion and Alan Richter, co-authors of the Global Diversity and Inclusion Benchmarks, for their guidance through this project.

Host Companies:
CIBC Mellon


Macquarie Group
Northern Trust


State Street

Organizations Represented in Workshops:
Aberdeen Standard Investments
Allstate Investments
American Century Investments
American Funds
AQR Capital Management
Ariel Investments
Bank of Montreal
Bessemer Trust
BNY Mellon
Brandywine Global
Breckinridge Capital Advisors
Brown Brothers Harriman
Brown Consulting
Caisse de dépôt et placement du Québec
Canada Pension Plan Investment Board
Capital Group
Charles Schwab
Chicago Fundamental Investment Partners
Chicago Teachers’ Pension Fund
CIBC Atlantic Trust
CIBC Mellon
ClearBridge Investments
Colorado PERA
Cook County (IL) Pension & Benefit Fund
Dodge & Cox
Duff & Phelps
Eaton Vance


Organizational participation does not imply endorsement of all the contents herein.


Federal Reserve Bank of San Francisco
FIS Group
Franklin Templeton Investments
FS Investments
Girls Who Invest
Glenmede Investment Management
Hirtle, Callaghan & Company
J.P. Morgan
Lazard Asset Management
Legato Capital Management
Loomis, Sayles & Company
MacKay Shields
Macquarie Group
Mayor’s Office of Pensions and Investments (NYC)
MFS Investment Management
Morgan Stanley Wealth Management
National Association of Securities Professionals
Neuberger Berman
New American Alliance
New York Life Investment Management
New York State Common Retirement Fund
New York State Teachers’ Retirement System
Northern Trust
Notre Dame Institute for Global Investing
Office of the New York City Comptroller
Ontario Municipal Employees Retirement System
Open Finance


Payden & Rygel
Penn Capital Management Company
Pension Reserves Investment Management (Mass.)
PNC Financial Services Group
PPM America
Prudential Financial, Inc.
QED Consulting
Quantitative Management Associates
Research Affiliates
Rhode Island Office of the General Treasurer
Robert W. Baird & Co.
SEI Investments
State Street
Sun Life Investments
Sun Trust Wealth Management
T. Rowe Price
TD Asset Management
U.S. Trust
Voya Investment Management
Wellington Management Company
Wells Fargo
Wetherby Asset Management
William Blair Investment Management
Workplace Safety & Insurance Board (Ontario)