Pssed event: Collaborative WIM: Undiversified: The Big Gender Short in Investment Management, 18.10.2022

Members event

date & time

18/10/2022 7:00-8:15 pm EEST

Fee: free

Collaborative WIM together with CFA Society Italy will organize Q&A Live with Authors - event featuring the book “Undiversified: The Big Gender Short in Investment Management. Authors Ellen Carr, Fixed Income Portfolio Manager, Barksdale Investment Management and Katrina Dudley, Senior Vice President, Portfolio Manager, and Investment Strategist, discuss their personal stories, their research (supported by the CFA network), and their insights to help navigate our own careers.

Diversification is a core principle of investing. Yet money managers have not applied it to their own ranks. Only around 10 percent of portfolio managers—the people most directly responsible for investing your money—are female, and the numbers are even worse at the ownership level. What are the causes of this under-representation, and what are its consequences—including for firms’ and clients’ bottom lines?

In Undiversified, experienced practitioners Ellen Carr and Katrina Dudley examine the lack of women in investment management and propose solutions to improve the imbalance. They explore the barriers that subtly but effectively discourage women from entering and staying in the industry at each point in the pipeline. At the entry level, the lack of visible role models discourages students from considering the field, and those who do embark on an investment management career face many obstacles to retention and promotion.

Carr and Dudley highlight the importance of informal knowledge about how to navigate career tracks, without which women are left at a disadvantage in an industry that lionizes confidence. They showcase a diverse constellation of successful female portfolio managers to demystify the profession.

Drawing on wide-ranging research, interviews with prospective, current, and former industry practitioners, and the authors’ own experiences, Undiversified makes a compelling case that increasing the number of women could help transform active investment management at a time when it is under threat from passive strategies and technological innovation.

Come ready to network and bring your questions for Ellen and Katrina, for a unique interactive event you won’t want to miss!