The CFA Institute Inclusion Code provides guidance to create an inclusive workplace for all employees in the investment industry, reflecting and addressing challenges that come with demographic, cultural, and societal variations across markets. This transformative code provides a structured framework supporting employers, executive leaders, investment professionals, Inclusion specialists, and HR professionals in crafting impactful and measurable strategies to enable better people management in the investment industry.
First launched in the USA and Canada and subsequently launched in the UK, Europe, Australia and Singapore, more than 200 organisations have now voluntarily adopted the Inclusion Code, building strong momentum for adaptation and adoption of the Code in more financial markets globally under the oversight of a dedicated Inclusion Steering Committee. Oversight includes strategic advice on all aspects of our industry inclusion work, including the Inclusion Code application process.
Inclusion Code signatories voluntarily submit confidential, annual progress reports using the Reporting Framework Dashboard. In turn, annual reporting enables CFA Institute to consolidate signatory Inclusion Code data into new industry statistics, providing a comprehensive and representative reference to further the investment industry’s inclusion ambitions to better serve clients.
Join us in shaping a more inclusive future for the investment industry.
The CFA Institute Inclusion Research page highlights how inclusion
shapes the future of the investment industry. It brings together
research, standards, analysis, events, advocacy, partnerships, and
programs, with insights on sustainable investing, ESG frameworks, gender
equity, promotion, and diverse talent development.
Co-hosted by CFA Institute and Albourne Partners (an Inclusion Code signatory), and facilitated by Ms. Adeline Tiah, Founder of Coach Addy.AI, this two-hours interactive workshop was part of CFA Society Singapore’s ongoing efforts to advance the CFA Institute Inclusion Code (Singapore) by equipping mentors with practical, inclusive tools to better support mentees navigating diverse and non‑linear career paths.
Acadian CEO Kelly Young, CFA and CFA Institute Global Senior Head of Inclusion Sarah Maynard, ASIP explored the 2026 IWD themes - “Give to Gain” and “Balance the Scales”, and discussed how progress depends on sustained leadership commitment, collaboration, and intentional action to address structural barriers and expand access to opportunity.
Watch the webinar recording here.
Read the article here.
CFA Society Singapore partnered with CFA Institute for the inaugural Singapore Inclusion Summit, held on 24 November 2025 and supported by GIC. The Summit convened finance leaders from across APAC to explore the theme “Inclusion as a Driver of Collective Intelligence” and underscore the role of inclusive workplaces in strengthening innovation, decision-making, and organisational resilience. The session featured Senior Minister of State in the Prime Minister’s Office and Deputy Secretary-General of NTUC, Mr. Desmond Tan, as keynote speaker, as well as two panel discussions by industry experts.
For a sample Implementation Guidance, contact [email protected].
Complete the form to discuss how the Inclusion Code can support your organisation's inclusion journey.
