Cardinal Investment Advisors Announces Its Adoption of the CFA Institute Diversity, Equity, and Inclusion Code

Cardinal Investment Advisors is excited to announce we have adopted the voluntary CFA Institute Diversity, Equity and Inclusion Code for Investment Professionals in the United States and Canada (“DEI Code”). Launched in February 2022, the DEI Code provides investment industry organizations with an action-oriented and principles-based framework through which to drive measurable and meaningful change concerning diversity, equity, and inclusion within organizations.

We are thrilled to join with the CFA Institute on this important initiative. Its six principles (talent pipeline, staff acquisition, promotion and retention, leadership, influence, and measurement) allow firms of any size to map out a clear and actionable plan for their internal DEI programs. Our goal is to commit our time and resources to those principles in order to affect progressive and innovative change in our industry. Being 100% employee-owned allows us the creativity, flexibility, and nimbleness to do just that.

“In working together to improve diversity, equity and inclusion in the investment industry, signatory organizations are making clear their public commitment to delivering on the work and change that they need to do to participate meaningfully in this effort,” said Sarah Maynard, ASIP, Global Head of External Diversity, Equity & Inclusion, CFA Institute. “I’m delighted to welcome Cardinal Investment Advisors to the growing number of organizations committed to the principles of the DEI Code.”

In addition, Cardinal is a member of the Institutional Investment Diversity Cooperative (“IIDC”), an alliance of institutional investment consultants that promotes greater diversity within the investment industry. Becoming a CFA Institute DEI Code signatory is a natural complement to this group’s objective.

We look forward to collaborating with other industry leaders in both these significant partnerships.

Cardinal Investment Advisors is a 100% employee-owned, independent firm focused solely on institutional investment consulting. After 20 years, this remains their sole line of business. Cardinal’s mission is to serve institutional investors with unique liability streams by developing, implementing, and sustaining customized investment strategies that best enable their clients to fulfill their investment and operating goals in an independent and conflict-free manner.

Interested in learning more? Contact Cardinal Investment Advisors here.