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Diversity, Equity & Inclusion

Fostering Diversity Resources

The IAA is committed to working collectively with its members, with policymakers, and with business leaders to promote diversity, equity, and inclusion as a value for our industry. We are committed to providing education, information, and resources to help foster significant progress. On these pages, we present a wide range of resources for advisers and others in the financial services ecosystem to build a more equitable future for businesses, our employees, and our clients.

Investment Advisory Industry

The investment advisory industry has made small, yet significant steps toward diversity – but women and racial and ethnic minorities remain underrepresented in both management and adviser roles. Our new study with Cerulli Associates is more than just a scorecard – it includes calls to action for accelerating change.

The need to promote DEI in the investment adviser industry is overwhelming, but so are the benefits. Members of the IAA’s DEI Working Group distilled their collective knowledge, experience, and research into A Practical Guide to Building Diversity, Equity & Inclusion at Your Firm. This roadmap also has a theme: DEI isn’t just good for people, it’s good for business.

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