Practical analysis for investment professionals
01 November 2017

Shaping the Future of Finance: Recent Gender Diversity Research

“The future of finance depends critically on meeting the challenge of gender diversity going forwards,” says Roger Urwin, global head of investment content at Willis Towers and co-founder of the Thinking Ahead Group.

That’s all very well, but what research lies behind that statement? And why aren’t there more women in this profession?

In a webcast recorded at the CFA Institute Alpha and Gender Diversity Conference, Heather Brilliant, CFA, and Brad M. Barber discuss recent research on gender diversity in the investment management industry and review some basic facts on where we stand today.

Brilliant is managing director of Americas at First State Investments, and Barber is the Gallagher Professor of Finance, associate dean of academic affairs, and director of the Center for Investor Welfare and Corporate Responsibility at the Graduate School of Management at University of California, Davis. He is also a co-author of “Gender Diversity in Investment Management,” the largest-ever survey of finance professionals on the subject of gender diversity.

You can view the full presentation below along with a transcript of the session.




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All posts are the opinion of the author. As such, they should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute or the author’s employer.

Image courtesy of Nicola Laing

About the Author(s)
Lauren Foster

Lauren Foster was a content director on the professional learning team at CFA Institute and host of the Take 15 Podcast. She is the former managing editor of Enterprising Investor and co-lead of CFA Institute’s Women in Investment Management initiative. Lauren spent nearly a decade on staff at the Financial Times as a reporter and editor based in the New York bureau, followed by freelance writing for Barron’s and the FT. Lauren holds a BA in political science from the University of Cape Town, and an MS in journalism from Columbia University.

1 thought on “Shaping the Future of Finance: Recent Gender Diversity Research”

  1. Vishal Sachdeva says:

    Brilliant video!

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