diversity

Investment firms in CFA gender diversity experiment

The CFA Institute will work with 30 asset owners and managers as “experimental partners”, implementing diversity and inclusion action plans in their businesses.

Amanda White and Tahn SharpeMarch 11, 2019

Asset managers around the country are realising that attracting and retaining a diverse range of talent, particularly women, is much more difficult than just advertising more widely and hoping they'll disrupt ingrained cultures.

Jessica SierNovember 30, 2018

On Practice

Lack of diversity stunts reach of advice

If advisers remain focused on 50-year-old male clients, they won’t be doing themselves or the community any favours, two young advisers say. Growth requires broader representation.

Tahn SharpeJuly 4, 2018

Contributors

Many Australian portfolios stay a little too close to home

Australian investors are well overweight in local assets, creating outsized risk. To combat this problem, financial planners must be mindful of their own biases.

Benjamin Van De WeyerNovember 22, 2017

Superannuation

Licensed accountants to boost SMSF safeguards

The licensing of accountants may go some way to addressing knowledge gaps around self-managed superannuation funds, says Citi consultant and former minister for superannuation and corporate law Nick Sherry. However, he warned that lack of diversity and mis-selling in the SMSF sector are cause for concern. “There are far too many SMSFs that are sub-economic, […]

Amal AwadJune 25, 2013

diversity

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