Our purpose is to equip and enable the industry with the capabilities required to navigate the accelerating pace of change. A confluence of secular trends, including technological advancements, the rising prominence of ESG and CSR, evolving regulations, and the individualisation of savings, is set to transform the asset management landscape over the next decade. By embracing and integrating various aspects of diversity and fostering a more inclusive culture, the industry will be better positioned to harness these trends, drive meaningful change, and continue to thrive while serving its stakeholders effectively.

Facilitate change through cross-border co-operation

Improve transparency within the industry around inclusion data

Build a pipeline of talent and help make asset management more representative of society

Improve the reputation of the European asset management industry

Inclusion in Finance Europe is a cross-company initiative working to accelerate progress towards a more inclusive, high-performing asset management industry. Operating across the UK, North America and Europe, we bring together firms across major financial centres to reshape the industry to achieve better outcomes.

Our focus is underpinned by the twin foundations of inclusion and cognitive diversity to power robust decision-making and long-term business success.

Gender Equality
How to achieve a more gender balanced workforce at all levels

Social Mobility
‍How to recruit, retain and promote a more socially diverse talent pool

Inclusive Culture
How to create an environment which appeals to a more broadly representative workforce

Phase 1: Foundation and Awareness (2023-2024)

• Launch: Officially start the Inclusion in Finance Europe with a clear declaration of its mission and values to potential members and  the public.
• Membership Drive: Enlist founding  members and define member benefits and responsibilities.
• Initial Research: Conduct  comprehensive industry-wide research to benchmark current inclusion practices.

Phase 2: Expansion and Engagement (2024-2025)

• Educational Initiatives: Develop and  disseminate educational materials that highlight the benefits of inclusion.
• Collaborative Projects – Launch of Workstreams (2024): In 2024, the Project Management Team launched three dedicated workstreams, Gender Equality, Inclusive Culture, and Social Mobility, enabling members to implement and test inclusion strategies across different cultural contexts.
  Gender Equality Workstream: Laying the groundwork to advance gender equality in the European asset management industry by identifying barriers, sharing best practices, and enabling collective action across member firms.
  ‍Inclusive Culture Workstream: Supporting firms to build inclusive cultures where diverse perspectives are valued, psychological safety is embedded, and inclusive leadership drives better decision-making and innovation.
  ‍Social Mobility Workstream: Enhancing social mobility in the European asset management industry by identifying regional challenges, reviewing existing initiatives, and developing actionable strategies for member organisations.
• Best Practices and Standards: Start compiling a 'best practices' guide from member contributions and research  findings.

Phase 3: Integration and Innovation (2025-2026)

• Policy Development: Enable members  in developing or refining inclusion policies using insights gained from previous phases.
• • Award and Recognition Programs: Establish recognition programs to highlight and reward successful inclusion initiatives within the industry.
• Continual Learning and Adaptation: Implement a feedback loop to continually update practices based on new research and member experiences.
• Secure new members: Implement a feedback loop to continually update practices based on new research and member experiences.