Live Training

Inclusive Investment

Learn about how bias influences investment decisions; equip investors with best practices that empower them to make deliberate investment choices that promote inclusive social objectives & principles and seek competitive financial returns.

TRUSTED BY

Create a workplace culture for everyone to do their best work.

As organizations invest more time and money into DEI programs and policies, programs will have

6X

more innovative business outcomes

Deloitte

22%

higher retention rates

Deloitte

8X

better business outcomes

Deloitte

35%

out perform peers financially

McKinsey & Co

This comprehensive course equips participants who seek to generate social impact along with financial returns with essential knowledge and skills to champion Inclusive Investments. The course explores the intersection of investing and Diversity, Equity, and Inclusion, and the financial benefits of DEI. It addresses unconscious biases, dissects investing and screening biases, and instills strategies for organizational transformation.

Training outline & objectives

Defining inclusive investment

Gain insights into the executive representation gaps and the profound impact of diversity in investment decisions, enhancing business outcomes and performance.
Understand the real-world implications of AI adoption, revealing how lived realities shape investment choices and influence profitability.
Explore the investor's mindset as a catalyst for improved returns and lower turnover, illustrated through case studies highlighting the risks posed by non-diverse teams.

Unconscious bias & identifying investment bias

Comprehend the concept of unconscious bias in investment industry. Recognize its potentially negative influence on decision-making and capital allocation in investment strategies.
Engage in interactive sessions to uncover and identify investment bias, with real-world insights on its impact.
Develop practical skills for recognizing and effectively screening for bias in investment practices through group activities and networking challenges.

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Organizational change

Understand the potential for transformation and organizational change through diverse founders, addressing investment blind spots.
Collaborate in interactive sessions to analyze and rectify bias, while exploring the risks tied to investing in companies that disregard DEI principles through a case study approach.

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Personal responsibility

Understand the importance of personal responsibility in fostering inclusive culture and inclusive workplaces.
Understand that allyship varies with individual characteristics.
Embrace an intentional action framework for positive impact and discern between performative and authentic allyship in inclusive investments.

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BENEFITS OF InCLUSIVE INVESTING TRAINING

This training will help your leaders & investment managers

Define inclusive investing

Engage direct reports with empathy

Influence upwards with inclusion

Drive equitable business decisions

An improved workplace culture starts with training.

Define a path to success with a Diversio training coach.

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Proud course provider for the SHRM recertification

A PLATFORM FOR INCLUSION, ENGAGEMENT, & BUSINESS

DEI training catalogue

Creating a workplace culture where everyone does their best work starts with training.

40+

Foundational Trainings

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12+

Intermediate Trainings

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12

Advanced Trainings

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"I've learned today that this is an ongoing process that will be continually evolving. I think [the instructor] is an amazing facilitator and I love how she always had valuable insights and examples to share from personal experiences. It was very interactive and she kept it "fresh" all the way. I loved it!"

Client Testimonial

November 2022

Training Packages

Learn about training packages for your organization from a Diversio training coach

Resources

People Analytics for Hybrid Work Success: A UK Perspective

The Silent Crisis: Mental Health in the Workplace

How AI and People Analytics Can Improve Employee Experience

Events

Diversio in Action: People & Culture Analytics Platform Overview | Live Demo

Ensuring Compliance & Safety: The Worker Protection Act 2023 | Live Webinar

World-Class Support

The help you need, when you need it. Our DEI experts provide best practices, team communication recommendations, & general advice as you develop a more inclusive & harmonious workplace culture.

Join our Community

Changemakers is an engaged DEI community providing resources & support for those working towards a better tomorrow around the world. Join our invite-only community to learn firsthand from experts who have built & scaled DEI programs & connect with peers who are just figuring things out.

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Book Demo

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