Diversity, Equity & Inclusion (DEI)
Learning programs are listed below. Visit our blog for additional content on this topic.
On the Clock: 2021 Annual Perception Study WebinarContains 2 Component(s) Includes a Live Web Event on 11/03/2021 at 2:00 PM (EDT)
This webinar will feature key insights and dialogue from Nicsa's annual DEI perception study. Subject matter experts behind the survey and the DEI space will take a deep dive into the eight key takeaways from the report and where we go from here.
Listen, Learn & Lead | Utilizing Beneficial PartnershipsContains 2 Component(s) Recorded On: 09/22/2021
As part of its Listen, Learn & Lead series, Nicsa hosts an important discussion with Latinx professionals in the asset management industry in recognition of Hispanic Heritage month. This panel will discuss creating mutually beneficial partnerships with third party organizations. We will look at how these relationships were established and how they factor into the process for firms to source compelling, diverse candidates from the Latinx community. Speakers will stress the business case for developing these important partnerships to create a more diverse pipeline of employees and improving retention rates within the indusustry
Toolkit | A Time for UnderstandingContains 1 Component(s)
A Time for Understanding is a program developed by founding members of Diversity Project North America. The program is intended to facilitate frank conversations and help bridge cultural divides inside and outside of the workplace. It is designed to include and to benefit all associates, regardless of race, gender, cultural or religious affiliation. The program can be customized and personalized for any firm wishing advance allyship among their employees.
Listen, Learn & Lead | Who We are: The AAPI CommunityContains 2 Component(s)
Nicsa's Listen, Learn & Lead program is a series of important discussions around diverse segments in the asset management industry. As part of its Listen, Learn & Lead series, Nicsa hosts an important discussion with professionals from the AAPI Community about their personal journeys within the asset management industry including career growth opportunities, business relationships, entry into finance, and the hurdles along the way. Take away actionable guidance and tips that all business leaders - across all levels, racial identities and backgrounds - can leverage to address inequalities and prejudices in the workplace, to build more inclusive organizations, and harness the benefits of a diverse workforce.
Diversity Data: What is at stake? Business, Reputation and TalentContains 2 Component(s) Recorded On: 04/22/2021
The effective collection of diversity data is not just a talent issue, it is also a critical business and reputation issue. The purpose of this virtual event is launch the ‘Holding up the mirror: diversity data in the investment, wealth management and savings industry’ report. Find out how to get ahead, and align diversity data at the core of your organization's purpose. This is an LGBT Great & EY Report, done in partnership with the Diversity Project UK and NICSA, the Diversity Project North America.
Research Report | Holding Up the Mirror: Diversity DataContains 1 Component(s)
An LGBT Great & EY Report, done in partnership with the Diversity Project UK and Nicsa, the Diversity Project North America.
Listen, Learn & Lead | Empowering and Sponsoring WomenContains 2 Component(s) Recorded On: 03/11/2021
Nicsa's Listen, Learn & Lead program is a series of important discussions around diverse segments in the asset management industry. In acknowledgment of International Women's Day on March 8, this installment will focus on empowering and sponsoring women both within your organization and throughout the global asset management industry. Advocating for the advancement of women is crucial for improving gender balance and diversity in leadership teams, while sponsorship can create successful pathways for women at different stages in their careers.
Listen, Learn & Lead | Black VoicesContains 1 Component(s)
Join us for an important discussion about race in the asset management industry. Hear from a range of generational perspectives about what it means to be a Black senior leader, mid-level manager, or new entrant in the industry.
Town Hall | Diversity Project North America Town Hall 2020Contains 2 Component(s) Recorded On: 12/08/2020
Join Nicsa's Diversity Project North America for a Town Hall Meeting on the growing momentum behind the Diversity Project North America. You’ll hear a first-hand update on the Project’s goals and recent initiatives, including the 2020 Pulse Survey Report, a benchmark for DEI progress in the asset management industry. Our leadership panel will outline the new operating committees and workstreams being put into action in 2021 and share how your firm can get involved in one of the industry’s fastest growing initiatives. Don’t miss this opportunity for members and potential members to ask questions of Diversity Project North America’s leadership, and see what's on the horizon for 2021 and beyond. All participants will receive a complimentary copy of our 2020 Pulse Survey Report.
Listen, Learn & Lead | The Latinx PerspectiveContains 2 Component(s) Recorded On: 12/03/2020
As part of its Listen, Learn & Lead series, Nicsa hosts an important discussion with Latinx professionals in the asset management industry about their personal journeys, including career growth opportunities, business relationships, entry into finance, and the hurdles along the way. Join us for actionable guidance on how to reach young Latinx talent and create a support system that allows people the opportunity to develop and grow in an inclusive environment.
Reel Insights | DEI Themes at the 2020 Nicsa GMMContains 1 Component(s)
Insights on Diversity & Inclusion from multiple sessions at Nicsa's 2020 General Membership Meeting. Featuring: Jamie Dimon, Soledad O'Brien, Mellody Hobson, Jenny Johnson, Tyler Matheson, and more.
Diversity is a Business Imperative | Nicsa's Diversity Project North AmericaContains 1 Component(s)
Diversity is a Business Imperative
Women In Asset Management | Inclusivity In the Digital Landscape (podcast)Contains 1 Component(s)
This panel from Women in Asset Management Virtual Summit in September 2020 goes in-depth on how to make the asset management industry more inclusive in this era of digital and remote work. It features panelists from Nicsa and Nicsa's Diversity Project North America members. Nicsa.org/Diversity womeninassetmanagement.uk/new-york/ Panelists: Justine Phoenix, Nicsa Niamh Fitzgerald, BMO Global Asset Management Paul Olschwanger, Aon
Modernizing Vendor Management and Strategic Partnership ModelsContains 6 Component(s), Includes Credits Recorded On: 10/21/2020
Industry conversations regarding vendor governance continue to take a front seat as strategic partnership trends continue on an upward trajectory. To what extent are diversity and inclusion policies and metrics factored into due diligence processes? Learn what industry leaders are doing to ensure their vendor governance and oversight models are modernized, effort-efficient, and effective in 2021 and beyond. How has COVID19 impacted outsourcing trends and vendor oversight?
Listen, Learn & Lead | Authentic Allyship (podcast)Contains 1 Component(s) Recorded On: 09/21/2020
A conversation about how allies can promote Diversity, Equity, and Inclusion, and a candid look at the obstacles impacting black people in the asset management industry. Featuring: Steve Duncan (BNY Mellon), India Gary-Martin (Leadership for Life), Maurice Tsuro (BlackRock), and Jason Tyler (Northern Trust)
Women In Asset Management | Inclusivity In the Digital LandscapeContains 1 Component(s)
This panel from Women in Asset Management Virtual Summit in September 2020 goes in-depth on how to make the asset management industry more inclusive in this era of digital and remote work.
Toolkit | Everyday EngagementContains 1 Component(s)
Staying inclusive and connected to colleagues has different meaning in a virtual, work-from-home environment. Intentional behavior changes aimed at keeping inclusion at the forefront can result in a more engaging and productive environment.
COVID-19: Inclusion and Well BeingContains 1 Component(s) Recorded On: 04/23/2020
A conversation with Diversity Project NA founding members around employee well-being and keeping the spotlight on inclusion in this new WFH environment.
Case Study | Women’s Leadership ForumContains 1 Component(s)
This case study outlines how the BlackRock Women's Leadership Forum program is designed for female managing directors from various businesses and geographies to complement other leadership programs, as well as to focus on the challenges that women specifically face, especially once they started climbing the ranks in their careers.
Case Study | Partnership ProgramContains 1 Component(s)
The PGIM Partnership Program: The ultimate goal of the program is to create opportunities for senior leaders to share and understand different perspectives by creating cross-gender partnerships to bolster diversity and inclusion.
American Century's Chris Lahna on Collaborative Solutions to D&IContains 1 Component(s) Recorded On: 12/16/2019
American Century’s Chris Lahna on why collaboration is so important when tackling diversity and inclusion issues
Engaging and Empowering a Diverse WorkforceContains 1 Component(s) Recorded On: 03/13/2019
Join expert Connie Lindsey, Head of Corporate Social Responsibility and Global Diversity & Inclusion at Northern Trust, as she leads a discussion around progressing talent recruitment, retention and managing to improve diversity and inclusion in the financial industry.
The Bottom Line: Exploring the Benefits of Wellness in the WorkplaceContains 1 Component(s) Recorded On: 10/31/2018
Financial services firms continue to re-imagine their business models. As our industry re-defines the workplaces of the future, more firms are implementing and scaling workplace wellness programs.
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