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The Diversity Project is a cross-company initiative championing a more inclusive culture within the Savings and Investment profession.

We believe that we have an extraordinary opportunity to press the re-set button in our industry: to recruit, nurture and retain the first truly diverse generation of Savings and Investment professionals.

That generation will themselves perpetuate diversity in our industry; we are looking to break one cycle and create another. If we are successful, in the next four years:

  1. Our businesses will better reflect both society at large, and the individuals who trust us with their money.

  2. Our people will create better financial outcomes to benefit our diverse savers and investors.

  3. We will attract more interest in the industry, with a pipeline of diverse talent.

Diversity is not only our social obligation, it’s a business imperative.

Please join us, and help campaign on the diversity issues that matter most to you.


Download our aims and objectives

A truly diverse and inclusive UK investment and savings industry with the right talent to deliver the best possible results for our clients and to reflect the society we serve.

We believe that recognisable and measurable progress can be achieved over the Project’s five year timeframe. We aim to achieve diversity across all dimensions, including gender, ethnicity, socio-economic background, LGBTI+, age and disability.

Metrics to assess progress will be published following an analysis of the industry’s existing position across these dimensions.


Download our aims and objectives

The purpose of the Diversity Project is to accelerate progress towards an inclusive culture in the investment and savings profession. Such a culture across all levels supports more effective teamwork, gives wider perspectives, better investment decisions, better results for our clients and ultimately more sustainable businesses.

The Project spans the whole range of the profession: asset owners, fund managers, fund selectors, pension consultants, actuaries, trustees, wealth managers and the professional standards and trade bodies.


Download our aims and objectives

The Diversity Project approach is holistic, collaborative and open source. We listen, not prescribe. The Project is complementary to individual firms’ initiatives  – we believe that joined-up efforts can yield greater results.

We work collaboratively with existing initiatives, such as Investment 2020 among others.



Download our aims and objectives

We aim to achieve the vision through a concerted, collaborative and cohesive action plan. We will share best practice, and where there are gaps establish new ones to help create a more diverse industry at all levels from intake to senior leadership and the board. We do not duplicate efforts that are already working, but seek to amplify existing initiatives through a joined-up and intensive approach with a sense of urgency.

We seek to deepen the understanding and image of what the investment industry actually does and the varied roles within it, to encourage a broader range of new entrants.

We offer networking and mentoring opportunities, to develop and retain existing diverse talent.


Download our aims and objectives


Creating an inclusive culture in the Investment and Savings profession. Also see our 2019 goals and priorities.

  Download our goals and 2020 priorities


Achievements in 2019

The highlights of what the Diversity Project has achieved in 2019. Also see our 2018 achievements.

  Download our achievements in 2019


10 Standards

We encourage asset and wealth management and investment consulting firms to make 10 standards.

  View our 10 standards


Self Assessment

We have created a self-assessment form for organisations to use when assessing their progress.

  Download the self-assessment form


Diversity project roles and responsibilities

Outlining the Diversity Project roles and responsibilities.

  Download the Diversity Project roles and responsibilities 2019

The way we work

The Diversity Project is a community interest company (CIC) with its own board of directors.  The board oversees the running of the CIC in terms of its finances and ensuring that it is operating in line with its mission.

An Advisory Council (AC), made up of CEOs or equivalent, meets every 2-3 months.  Its function is to provide input on the priorities for the Diversity Project and to offer support and guidance to the workstreams.  As key decision-makers in their firms, they can take recommendations back into their organisations and effect change. See list of AC members here.

The Steering Committee (SC), made up of representatives of all member firms, meets every two months.  Its job is to provide input, support and provide leadership for the workstreams.  Its members are encouraged to offer case studies of what they have tried in their own organisations and to take recommendations back into their firms. See list of SC members here.

The workstreams comprise employees of member firms who are passionate about a specific aspect of diversity and/or inclusion.  They can co-opt other people onto their groups including Diversity Project Ambassadors.  They frequently partner with third party organisations who can offer specific expertise.  Workstreams typically meet once a month to discuss progress and workstream leads meet every two months to share progress and ensure that any overlaps are addressed. 

The workstreams are largely self-organising.  They determine their goals and objectives each year and decide what recommendations to make and what events they will run to raise awareness or create networking opportunities.  The current workstream structure is shown here . They are also responsible for populating the relevant Aspects of D&I page (Ethnicity, Gender, Neurodiversity, LGBT+, Returners, SMART Working, Young hires) with guidance, case studies, role models and links to useful information and organisations. 

On a quarterly basis the Diversity Project produces an eNewsletter.  Sign up here if you would like to be added to our mailing list.

How to get involved

There are five ways to get involved.

  • At a business level - through declaring your firm’s support, providing volunteers, expertise and/or a donation to help fund the work.
  • CEO/Chair Advisory Council - individual leaders who are committed to the goals and can influence their businesses.
  • Steering Committee - suitable for those who are willing to devote time and effort to developing and leading workstreams, and who are at a sufficiently senior level to represent their firms.
  • Workstream participation – suitable for those who are willing to get involved in specific efforts and who may be at any level in their organisation.
  • Ambassadors – individuals who are prepared to offer time and expertise to help with speaking at schools, universities or business schools or who may wish to host networking events or mentor.

Please email us at: [email protected] if you would like to help.

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