2024 年多样性数据指南（英）-18正式版.doc

DIVERSITY

DATAGUIDE2024

Guidanceonthecollectionanduseof

datatoenhanceworkforceEDI

July2024

ABOUT

THEINVESTMENTASSOCIATION(IA):

TheIAchampionsUKinvestmentmanagement,supportingBritishsavers,

investorsandbusinesses.Our250membersmanage￡8.8trillionofassetsand

theinvestmentmanagementindustrysupports126,400jobsacrosstheUK.

Ourmissionistomakeinvestmentbetter.Betterforclients,sotheyachievetheir?nancial

goals.Betterforcompanies,sotheygetthecapitaltheyneedtogrow.Andbetterforthe

economy,soeveryoneprospers.

Ourpurposeistoensureinvestmentmanagersareinthebestpossiblepositionto:

?Buildpeople’sresilienceto?nancialadversity

?Helppeopleachievetheir?nancialaspirations

?Enablepeopletomaintainadecentstandardoflivingastheygrowolder

?Contributetoeconomicgrowththroughtheef?cientallocationofcapital

Themoneyourmembersmanageisinawidevarietyofinvestmentvehiclesincluding

authorisedinvestmentfunds,pensionfundsandstocksandsharesISAs.

TheUKisthesecondlargestinvestmentmanagementcentreinthe

world,aftertheUSandmanagesoverathird(37%)ofall

assetsmanagedinEurope.

DIVERSITYDATAGUIDE

CONTENTS

IAFORWARD04

PwCINTRODUCTION05

BACKGROUND:THEEVOLVINGREGULATORYLANDSCAPE06

SECTION1:IMPROVINGTHEQUALITYOFYOURDATA08

IMPROVINGENGAGEMENTANDBUILDINGTRUST

SECTION2:USINGDIVERSITYDATATODEVELOPEDISTRATEGIES,

INTERVENTIONSANDTARGETS12

EMPLOYEELIFECYCLEANALYSIS

INCLUSIONANDCULTUREANALYTICS

DETERMININGSTRATEGIESANDINTERVENTIONS

HOWTOSETDIVERSITYTARGETS

SECTION3:MONITORINGEDI:

MANAGINGRISKSANDBUILDINGACCOUNTABILITY15

WHATAREEDIRISKS?

ACCOUNTABILITYANDGOVERNANCEFOREDI

CONCLUSION17

3

THEINVESTMENTASSOCIATION

IAFORWARD

Cultivatingarobustworkplace

cultureisanindustrypriority,given

thedirectlinkbetweenhealthy

culturesandpositivebusiness

outcomes.Inrecentyears,?rms

haveevol