IA Webinar: Equity, Diversity & Inclusion Data Survey 2022-23 – Key Findings

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The IA is committed to supporting its members in their EDI journeys and believes an evidence-based understanding of the EDI landscape in the UK investment management industry can meaningfully contribute to fostering a diverse industry and inclusive culture.

The IA has published the Equity, Diversity and Inclusion Data Survey 2022-23 in partnership with the Thinking Ahead Institute. The report provides a snapshot of the investment management industry’s UK workforce across a range of characteristics, as well as information on the breadth of initiatives, processes and policies being implemented by member firms to promote inclusive workplaces and to attract and retain diverse talent.

In the context of the FCA’s CP23/20 on diversity and inclusion in the financial sector, Shrena Fraser Johnson (Culture, Talent and Inclusion Specialist) and Evan Grace Frenkel (Research Analyst) will present key findings from the report and discuss some of the challenges and successes members are experiencing on their EDI journeys.

The IA welcomes feedback and encourages member firms to share questions with our team ahead of the webinar. For feedback and/or questions, please contact Shrena and Evan at edisurvey@theia.org.

Key topics:

• An industry snapshot across key attributes
• Diversity data collection processes
• Approaches to ensuring equitable recruitment practices
• Strategies for identifying barriers to progression
• Ensuring accountability
• Measuring culture

Shrena Fraser Johnson, Culture, Talent and Inclusion Specialist, The Investment Association

Shrena Fraser Johnson is the Culture, Talent and Inclusion Specialist at the Investment Association, the trade body that represents UK investment managers. She has a BA in political science from the University at Albany, NY and a law degree from Howard University School of Law in Washington, DC. She practiced law for four years before transitioning into content development for finance conferences. Shrena is passionate and focused on culture and inclusion and chairs the IA’s Equity, Diversity & Inclusion Group.

Evan Grace Frenkel, Research Analyst, The Investment Association

Evan Grace Frenkel is a Research Analyst at the Investment Association. She has a BA in international studies from the University of Chicago and a master’s degree in international political economy from the London School of Economics. Evan conducts quantitative and qualitative research on a range of topics relevant to the UK’s investment management industry and has contributed industry-level analysis to a number of reports including the IA’s annual Investment Management Survey.

The webinar is designed to be a valuable resource for anyone committed to advancing diversity and inclusion within the investment management industry, but especially those working in Compliance and Risk, D&I, HR and Senior Leaders.