About Inclusion in Finance North America

Inclusion in Finance / About Inclusion in Finance North America

Member Firms Committees Resources Talent Development Events

Our mission is to reshape the asset and wealth management industry to achieve better outcomes. We do this by underpinning it with the twin foundations of inclusion and cognitive diversity to power robust decision making and drive long term business success.

By getting this right, we will have embedded inclusion, created opportunity for all talent, and developed cognitive diversity that powers innovation. This creates value for clients, member firms and individuals as well as finance globally in the long-term.

In this future, representation improves, culture thrives, and the industry appeals to, attracts and develops a broad range of exceptional talent.

Interest Form Application

Our Values:

Bold Leadership: We have the courage to step forward, make decisive choices, and challenge the status quo in pursuit of meaningful change.
Evidence-led: We ground our strategy and direction in evidence and data - ensuring our work delivers measurable business impact.
Strong collaborative impact: By aligning our efforts globally and harnessing the collective learning of our members, we amplify our impact and achieve far more together.
Respectful challenge: We seek diverse perspectives and welcome open dialogue to include fresh insights to drive better solutions.

Our Long Term Goals

Future-proof the
asset and wealth management industry.

Champion culture, opportunity, and talent.

Advance better business results for our members.

Cultivate positive long-term impact for the clients we all serve.

Member Testimonials

Michael Tae, Co-President, Broadridge Investor Communications Solutions

“

Nicsa’s DPNA helps provide the industry with the tools, resources, and guidance to advance the commitment to fostering a diverse and inclusive workplace.

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Ryan Burns, Head of Global Fund Services Americas, Northern Trust

“

We have gained tremendous value being a Diversity Project North America member. DPNA offers the opportunity to network with other member firms, sharing Northern Trust’s corporate values and leveraging other members' insights and practices.

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Melda Mergen, Global Head of Equities, Columbia Threadneedle Investments

“

Nicsa’s DPNA has been an important part of our firm’s initiatives. Our participation in the Fearless Leadership Symposium has served as a helpful forum to connect with industry peers to discuss opportunities and challenges. DPNA’s Perception Study provides key data-driven insights that have helped to inform ongoing change across the industry and within our organization.

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Phil Middleton, Head of UK, Schroders

“

The term game changer is often thrown around. When it comes to the impact and efficacy of the Diversity Project, however, it’s the perfect descriptor. Their resources empower Councils, the networking opportunities bolster learning and collaboration with other firms, and our Rising Star nominees are flourishing.

”

Inquiries

For membership inquiries, please contact:

Head of Membership