eVestment Signs on as Collaborative Women in Investment Management (WIM) Sponsor to Promote Diversity and Inclusion in the Investment Business
June 2021, Atlanta – eVestment, a global leader in institutional investment data and analytics, has signed on as a sponsor of Collaborative Women in Investment Management (WIM), a global initiative focused on the advancement and development of female leaders of all backgrounds in the investment and financial services business.
Comprised of CFA Societies, FPA Chapters and industry groups, Collaborative WIM includes ~80 supporting organizations across the US, Canada, Caribbean, EMEA and Latin America to demonstrate the commitment of the global finance community to inclusion and diversity. Launched in 2020 as a global grassroots campaign, Collaborative WIM works to create demand for diversity, to empower female and diverse professionals across all facets of the finance industry, and to establish a geography-agnostic community to share resources, information and best practices to promote a shared vision of a better, more inclusive world.
Collaborative WIM is led by a Steering Committee comprised of CFA Society leaders across the US:
Sarah Yao Schutzman, CFA, Managing Partner, Providence Heights Capital Management LLC (CFA Society Indianapolis Membership Chair)
Arielle Bittoni, CFA, Chief Wealth Strategist, Refresh Investments LLC (CFA Society Los Angeles Women’s Member Community Chair)
Christine Tinker, CFA, Equity Portfolio Manager, Northern Trust Asset Management (CFA Society Chicago Women’s Network Co-Chair)
Regina Gaysina, Vice President, Municipal Finance at RBC Capital Markets (CFA Society New Mexico Women’s Advisory Committee)
Victoria Prescott, CFA, Associate Director, Capital Markets & Investor Relations at Realty Income Corporation (CFA Society San Diego Advocacy Committee)
This global partnership:
Creates a unique 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 its participating societies to bring added visibility to the featured speakers and the societies who host them
Showcases and amplifies across its global platform the I&D efforts of participating societies, to aid their success and build momentum for those initiatives at the local, regional and global level
Offers valuable networking opportunities for its 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
eVestment has been at the forefront of diversity and inclusion (D&I) in the investment business for many years. The company has collected asset management firm ownership diversity data for more than 20 years and in 2020 expanded its D&I questionnaire.
The new questionnaire offers asset managers options to highlight both qualitative and quantitative aspects of their D&I efforts. This includes statistical breakdowns by gender, race, disability status and veteran status of key professionals and information on efforts like hiring practices and mentor programs that promote diversity, equity and inclusion in their organizations. To read more about the new questionnaire and eVestment’s industry-wide D&I efforts and partnerships, please click here. To view the entire eVestment D&I questionnaire, please click here.
“Aligning with this new, high-powered group of women to promote female empowerment and leadership in the investment business aligns perfectly with eVestment’s overall efforts in this arena,” said eVestment Chief Marketing Officer Michele Shauf. “Understanding where we are with diversity in our business and how those statistics change over time is the only way to understand fully the work that needs to be done.”
“We are delighted to partner with eVestment to further inclusion and diversity in the finance industry,” said Sarah Yao Schutzman, CFA, Managing Partner of Providence Heights Capital Management and Chair of the Collaborative WIM initiative. “eVestment will be a key player in helping to promote our shared vision through eVestment’s own network, web site and social media channels and helping us understand how we’re doing with this effort over time.”
eVestment will sponsor WIM’s virtual social networking events in the third and fourth quarters, as well as the “On the Same Page” WIM quarterly book club.
The third quarter WIM Original global virtual event, “Money and its Mind Games: Women, Money & Power,” will feature speaker Marilyn Wechter, a financial therapist and wealth counselor. This event is slated for September 9 at 1 p.m. EST, and will be hosted by CFA Society Oklahoma.
The third quarter “On the Same Page” WIM book club event is slated for August 5 and will feature a live Q&A session with author Vikram Mansharamani, author of “Think for Yourself: Restoring Common Sense in an Age of Experts and Artificial Intelligence.” Mansharamani is currently a lecturer at Harvard University and appears frequently in top media outlets including Bloomberg, The New York Times and Worth magazine. The live event will be held twice, once at 4 p.m. London time (hosted by CFA Society Ukraine) and once at 4 p.m. New York time (hosted by CFA Society Orange County).
The fourth quarter WIM Original global virtual event will feature a panel to discuss “DEI Update: What Progress Have Women Leaders Made Post-Pandemic?”, hosted by CFA Society New York on November 18.
The fourth quarter “On the Same Page” WIM book club event will feature Andy Molinsky for a live Q&A to discuss his book “Reach: A New Strategy to Help You Step Outside Your Comfort Zone.” Molinsky is a Professor at Brandeis University’s International Business School, and his work has been featured in HBR, the Financial Times, the Boston Globe, NPR and Voice of America. The live event will be held twice, once at 5 p.m. London time (hosted by CFA Society Istanbul) and once at 4 p.m. New York time (hosted by CFA Society Edmonton).
About Collaborative WIM
Collaborative Women in Investment Management (WIM) is a global initiative comprised of CFA Societies, FPA Chapters and industry groups who have joined efforts to further a shared vision of inclusion and diversity in capitalism. The collaboration includes ~80 supporting organizations across the US, Canada, Caribbean, EMEA and Latin America to demonstrate the commitment of the global finance community to inclusion and diversity, and to support the advancement and development of female leaders of all backgrounds.
To learn more and explore upcoming events, consider joining the LinkedIn Group: Collaborative WIM Initiative.
About eVestment
eVestment, a Nasdaq company, provides institutional investment data, analytics and market intelligence covering public and private markets. Asset managers and general partners reach the institutional marketplace through our platform, while institutional investors and consultants rely on eVestment for manager due diligence, selection and monitoring. eVestment brings transparency and efficiency to the global institutional market, equipping managers, investors and consultants to make data-driven decisions, deploy their resources more productively and ultimately realize better outcomes.