Our Mission: We champion DEI as a strategic business priority within the asset and wealth management industry. Through education, advocacy, and idea sharing, we promote the acceptance of diversity in all forms, the elimination of barriers and biases, and the creation of equitable opportunities. We advance better business results for our member firms and positive long-term impact for the clients we all serve by fostering an industry where diversity is achieved, equity is the standard, and inclusion is celebrated.
What We Do:
- Champion DEI as a strategic business priority within the asset and wealth management industry.
- Foster an industry where diversity is achieved, equity is the standard, and inclusion is celebrated.
How We Do It:
- Unite asset managers, wealth managers, broker dealers, asset owners, and professional service firms with a common mission.
- Offer education, advocacy, and networking programs to our members.
- Create opportunities for sharing best practices and thought leadership.
Our Long-Term Goals:
- Eliminate barriers and biases.
- Create equitable opportunities with attainable outcomes.
- Advance better business results for our members.
- Cultivate positive long-term impact for the clients we all serve.
Our Members:
- Leading firms across the asset and wealth management industry.
- Business executives across verticals, divisions, and functions.
- Volunteers across management levels and tenures.
Organizational Structure
- CEO Advisory Council: sets the strategic direction for the Project; comprised of business leaders from founding member firms
- Executive Committee: ensures the committee work aligns with CEO Advisory Council objectives; comprised of business leaders from founding member firms
- Benchmarking Committee: identifies metrics and standards
- DEI Perception Study Committee: explores insights on the perception of progress and presents actionable tips on how to advance DEI within organizations through the Project's DEI Survey and Study
- Education Engagement & Events Committee: attracts diverse talent to the industry
- Fearless Leadership Symposium Committee: drives content & speaker identification for Nicsa's annual DEI event
- Industry Engagement & Events Committee: shares findings, ideas, and trainings to drive action and inclusive leadership
- “Next” Practices Committee: shares forward-looking ideas to help firms build bold programs that advance equitable opportunities and support business results
- Rising Stars Committee: supports the selection, implementation, and promotion of the annual Rising Stars, a career development program for diverse leadership.
Featured Collateral
Nicsa's 2023/2024 DEI Perception Study
We have made meaningful strides on the journey to advance DEI, but need to go the distance to deeply integrate our commitments into corporate culture and everyday business decisions. The Study explores insights on the perception of progress in the asset and wealth management industry and presents actionable takeaways on how to advance DEI within organizations.
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Our Diversity Project North America videos feature perspectives and highlights from our members and subject matter experts.
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Simple starts are intentional behavior changes aimed at producing a real, tangible impact that can lead to a more diverse, productive, and inclusive workplace.
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A best-practices approach to developing tangible business policies in support of racial equity.
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How to Leverage Your Diversity Project Membership
- Collaborate and share important work being done internally and externally.
- Hear from industry peers on what's working and what's not working.
- Increase your brand awareness with an announcement about your Diversity Project membership.
- Diversity Project members also receive discounted registration at our annual Fearless Leadership Symposium.
Ideas for Getting Started
- Have employees join a committee! Committee members pitch speaker ideas and content creation ideas including webinars and case studies. When your firm is featured in our content, it is shared across our member network.
- Join an open forum (open to all member firm employees) of 8,000+ users. The Nicsa Hub is a community resource that allows members to pose questions and share resources with other members. (See the Nicsa Hub Instructions.)
- Create a Nicsa account that allows you to register for Knowledge Center content and webinars.
- Leverage brand exposure opportunities in Nicsa's newsletter, social media channels and website.
- Provide employees with a "Proud Member of the Diversity Project North America" badge for their employee email. (See the Media Kit.)
- Include a Diversity Project North America badge on company RFPs. (See the Media Kit.)
- Add the Diversity Project North America logo to your company website (partnership and/or DEI sections are typical)
- Support industry advancements in DEI on your own social media channels with an easy to use Media Kit with example posts.
- Submit content, firm DEI activities or ideas, and "knowledge shares" to Nicsa marketing for social media posting consideration.
- Add information and resources to your intranet sites to help employees gain access to the latest updates.
- Nominate one Rising Star per year to participate in Diversity Project North America’s Rising Star Program, which celebrates and cultivates the next generation of diverse leaders. Learn more.
Nicsa
Nicsa is a not-for-profit trade association striving to connect all facets of the global asset and wealth management industry in order to develop, share, implement, and advance leading practices.
Our Mission: to help firms operating in all segments of the global asset and wealth management industry meet the changing needs of their clients by aligning and educating industry participants through formal education programs, interactive forums, networking opportunities, and initiatives such as the Diversity Project North America.
For more information please contact:
Anne De May, VP, Sales and Member Engagement
ademay@nicsa.org | 508-683-1613
Justine Phoenix, Head of Diversity Project North America
jphoenix@nicsa.org | 617-680-6957