On the 2nd of September 2024 the Board of CFA Society Netherlands has adopted our own DEI Policy. Download it here.
Our vision is a world where the investment sector is guided by the principles of trust, belonging, and inspiration, setting a global standard for diversity, equity, and inclusion. We envision an industry where these pillars create an environment where every voice is heard, every perspective is valued, and equity and inclusion are the driving forces behind innovation, trust, and long-term success.
Our mission is to contribute to this vision by driving meaningful change within our Society and the wider investment community. We are dedicated to fostering an environment where diversity is celebrated, equity is ensured, and inclusion is the norm. By leading by example, we aim to inspire others in the investment profession to embrace these principles, ensuring that every member of our society feels valued, empowered, and inspired to contribute their best.
At CFA Society Netherlands, we are committed to fostering a culture of diversity, equity, and inclusion (DEI) that infuses every aspect of our operations and interactions with our community. We recognize that DEI will support investment professionals to improve investment outcomes for their clients and to better service a diverse society. Additionally, we understand that inclusion will lead to a more knowledgeable community, where every member feels fairly treated, valued for their perspectives, empowered, and respected. Therefore, we endorse the CFA Institute DEI Code and translate the six principles into actionable goals tailored to our Society's specific context and objectives. We prioritize principles based on their alignment with the Society’s strategy and goals, focusing on those where we believe we can have the greatest impact.
For the first phase, focus will be on the following three principles:
Principle 3: Promotion and Retention—We commit to designing, implementing, and maintaining inclusive and equitable promotion and retention practices to reduce barriers to progress.
Principle 4: Leadership—We commit to using our position and voice to promote DEI and improve DEI outcomes in the investment industry. We will hold ourselves responsible for our firm’s progress.
Principle 5: Influence—We commit to using our role, position, and voice to promote and increase measurable DEI results in the investment industry.
By focusing on these principles, we are committed to building a more inclusive, equitable, and adaptable Society that reflects the values and aspirations of our mission and vision. Together, we will drive meaningful change in the investment sector.
This mission, vision and policy statement echo the rationale for and wording in the inclusion survey we conducted with Deloitte under our membership in 2023.
