The Pathway Programme
The Diversity Project Pathway programme is a world leading, award winning programme that focuses on developing the Female Investment Professionals of the future. The programme seeks to drive real change by unlocking female talent in order to address the absence of women in money-managing roles – did you know that only 12% of Portfolio Managers globally are women?
The 2025 Programme introduces specialisations, offering participants the opportunity to focus on a specific career within the investment industry: Portfolio Manager or Trader. We offer 80 places for Portfolio Manager and 10 for Trader. The two cohorts will attend two-thirds of the curriculum together and one-third in their separate specialisation, allowing for participants to network as a blended cohort often to build their networks whilst offering the dedicated learnings needed to be a successful Portfolio Manager or Trader.
This bespoke programme gives talented women who are selected by their companies the best opportunity to progress and succeed in their investment management career. It was created by the industry for the industry. In 2023 we had 60 participants from 33 companies, which has expanded to 80 participants from 43 companies in 2024.
If you are interested in joining the 2025 cohort, please contact us via [email protected]
Click on the icons below to find out more.
This bespoke programme gives talented women who are selected by their companies the best opportunity to progress and succeed in becoming Portfolio Managers. In 2023 we had 60 participants from 33 companies, which has expanded to 80 participants from 43 companies in 2024.
If you are interested in joining the 2025 cohort, please contact us via [email protected].
Click on the icons below to find out more.
2024 At a Glance
Curriculum
Programme Experience
To find out if Pathway Programme is right for women in your company or if it is the right next-step for your career goals, schedule a 1-on-1 session with a member of the Pathway Programme team or for more information contact us: [email protected]
- Bloomberg: The Plan to Double the Number of UK Women Fund Managers in Just 3 Years (interview with Helena Morrissey and Pathway participants and sponsors - Rosie McMellin, Ellen Mann and Omotunde Lawal)
- BNN Bloomberg: The Plan to Double the Number of UK Women Fund Managers in Just 3 Years (interview with Helena Morrissey and Pathway participants and sponsors - Rosie McMellin, Ellen Mann and Omotunde Lawal)
- Bloomberg Radio: The Fed Expects More Hikes and Getting Women Into Top Finance Jobs (interview with Helena Morrissey and Pathway participants and sponsors - Rosie McMellin, Ellen Mann and Omotunde Lawal)
- Bloomberg TV: Helena Morrissey interview on Pathway on Bloomberg TV
- Citywire Amplify: UK programme plans to double number of female portfolio managers
- Citywire Wealth Manager: Imposter syndrome: Four female fund manager discrimination accounts
- ESG Clarity: Diversity Project to turbo charge women fund manager numbers
- Professional Paraplanner: Diversity Project champions female talent in fund management
- Investment Week: Have we finally found a solution to the lack of women in fund management?
- Ignites: Female portfolio manager development programme launched
- Portfolio Adviser: Helena Morrissey’s Diversity Project to turbo charge female manager numbers
- Responsible Investor: ESG roundup
- Portfolio Institutional: Diversity Project targets female money managers
- Bloomberg: Female Fund Managers Get Career Training From Diversity Project
- IPE: Diversity Project launches world first career development programme
- Citywire Wealth Manager: Helena Morrissey’s Diversity Project starts female fund talent programme
- Money Marketing: The Morning Briefing: In-house platforms and pension scam flagging
- FT Adviser: Helena Morrissey launches portfolio management diversity programme
- The Wealth Net: https://www.paminsight.com/twn/article/the-diversity-project-targets-female-portfolio-managers-with-new-programme
- Portfolio Adviser: Helena Morrissey's Diversity Project to turbo charge female manager numbers
- Bloomberg UK: Female Fund Managers Get Career Training From Diversity Project Pathway Programme
- Money Marketing: The Morning Briefing: In-house platforms and pension scam flagging
- FTAdviser: Helena Morrissey launches portfolio management diversity programme
- Investment Week: Have we finally found a solution to the lack of women in fund management?
- Investment Week: Helena Morrissey: Gender equality is not about fitting the mould
- MorningStar: IWD Special: 13 Questions for Fidelity’s Caroline Shaw | Morningstar
- Investment Week: Meet the next generation of female fund managers
- Investment Week: Pathway Programme Member Promoted to Portfolio Manager
- The Wealth Net: The Diversity Project initiative sees first participant promoted
- Investment Week: Six 2023 Pathway Programme members promoted to portfolio manager
- Portfolio Adviser: Diversity Project expands Pathway programme as women fund managers share success stories
- CityWire: How do you manage funds and motherhood? This AAA-rated PM’s lessons
- Portfolio Adviser: A generational shift: HSBC AM’s Amrita Sanyal follows a childhood passion for the stockmarket
- Portfolio Adviser: Portfolio Adviser March 2024
- CityWire: ‘I asked for a four day week and had my portfolios taken away’, says fund manager mother
- IFA Magazine: Why is fund management still a man’s world when 41% of investment trust directors are women?
- CityWire: Gender pay gap is ‘alive and well’, says fund manager motherhood panel
- Investment Week: IWD 24: Sexism in financial services in the wake of Crispin Odey and CBI
- Investment Week: IWD 24: Investment Week in conversation with the Diversity Project's Pathway Programme
Find out who from your female employees want to become Portfolio Managers, including those outside of investment teams. Enhance their enthusiasm and support their ambitions.
Designed by industry practitioners and experts in their field and further tailored to the participants on the programme and their specific experience.
Navigate careers with a like-minded cohort and expand professional networks. Interact and have access to successful (female) PMs and senior Leaders.
Each participant must have her own sponsor within their organisation to champion, advocate and guide them.
Participants form buddy groups for mutual support. They are asked to become mentors, sponsors and support others in their own career trajectories
Technical Skills:
- Portfolio Construction
- Assessing Risk in Portfolio Management
- Trading in Modern Financial Markets
- Data management and modelling
Leadership, Behaviour and Brand:
- Springboard to the Programme
- Leadership Skills (including overcoming Imposter syndrome)
- Presentation Skills Masterclass
- Building a Personal Brand
- GRIT: Honing your career resilience
- Safe Space
- International Women’s Day event
How to be a good investor:
- What makes a good Investor
- Delivering to your client
- Investment Landscape: Traditional & Alternatives
- What is next for ESG?
- CEOs/CIOs Panel on Industry Trends
AI & Technology and Investing
- AI and Python-Powered Portfolio Managers
- New sessions coming!
Career Activism:
- Career Activism networking
- Career Development Plan
- How to successfully navigate pregnancy/maternity leave
- Know your Value
- Proactively managing careers and challenges
Paying it Forward:
- Pay it forward: Group Project
- Supporting GAIN
- Role Modelling and Mentoring
Networking and Role Models:
Model Portfolio Project:
- Managing a Model Portfolio
- Group Project on Mock Portfolio Results
- As part of a group, manage a model portfolio, presenting your results at the end of the programme
Quotes
2024 DP Pathway Participating Companies
