Our Alliance

Collaborative WIM (Women in Investment Management) is a global alliance of CFA Societies, FPA Chapters and industry groups who have joined efforts to further our shared vision of inclusion and diversity in capitalism.

Our collaboration includes ~90 supporting organizations across the US, Canada, Caribbean, EMEA and Latin America to demonstrate the commitment of the finance community to inclusion and diversity, and to support the advancement and development of female leaders of all backgrounds.

Together, Collaborative WIM and its supporting organizations provide high-caliber programming, professional development and geography-agnostic networking opportunities to support finance professionals of all backgrounds in their personal career journey.

Women, as the minority in the finance industry globally, are the universal diversifier.

Our Purpose

We believe that inclusion and diversity will allow our industry to achieve better investment outcomes-- but more importantly, we believe that it will better serve our diverse society.

The inclusion conversation has never been more urgent, and the reality remains that there are few female and diverse professionals in senior leadership roles. As a result, these professionals often lack the natural mentorship and sponsorship that tends to take place at the middle and senior levels, necessitating that they work harder to establish their own support network.

Our global collaboration intends to fulfill that need.

This is a grassroots campaign:


✔ To empower female professionals across all facets of the finance industry

✔ To support the advancement and development of female leaders, as well as to celebrate their accomplishments

✔ To establish a broad-based community and share resources to promote our shared vision

✔ To create demand for diversity

Together, alongside our like-minded supporting organizations, our collaboration demonstrates the commitment of the global finance industry to inclusion and diversity, while providing high-caliber programming, cross-regional networking and professional development opportunities for our shared global community.

Our Collaboration

  • Creates a unique Collaborative WIM Original program series that provides exceptional professional development guidance and showcases talented, diverse female leaders

  • Co-markets high quality I&D programming created by our participating societies to bring added visibility to the featured speakers and the societies who host them

  • Showcases and amplifies across our global platform the I&D efforts of our participating societies, to aid their success and build momentum for those initiatives at the local, regional and global level

  • Offers valuable networking opportunities for our global base of finance professionals of all backgrounds

  • Provides young professionals of all backgrounds access to critical mentorship and career guidance through internship opportunities and mentor programs

  • Supports the development, hiring and advancement of the diverse talent pipeline

By utilizing virtual programming and our global network, our community facilitates a geography-agnostic exchange of ideas, resources and best practices to amplify and enhance the diversity dialogue, wherever it is taking place. We aid each of our members in their personal career journey, through professional development and networking opportunities.

In time, we hope that our efforts will both inspire and expand the female and diverse talent pipeline into the investment industry, as well as support their success.

In time, we hope that our efforts will both inspire and expand the female and diverse talent pipeline into the investment industry, as well as support their success.