About Us

About us

Who we are

Inclusion in Finance is a cross-company initiative working to accelerate progress towards a more inclusive, higher-performing finance industry. We bring together 130 member firms globally, with a combined AUM of over £21 trillion. We operate across financial services in the UK, Europe and North America. 

With over 110 members, that have more than 85,000 employees represented in the UK alone our network has the scale to drive change that matters, and the current environment makes that work more urgent than ever.

Join us and together we can shape the future of financial services. 

Our mission

At Inclusion in Finance we bring together firms across major financial centres to reshape the finance industry to achieve better outcomes.  

Our focus is underpinned by the twin foundations of inclusion and cognitive diversity to power robust decision-making and long-term business success.

Our members are asset owners, investment managers, fund selectors, family offices, investment consultants, actuaries, investment banks, insurers, trustees and wealth managers. Our partners and supporters include data providers, recruiters, professional standards authorities, trade bodies and other organisations within the industry.

Our vision

By getting this right, we will have embedded inclusion, created opportunity for all talent, and develop 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.

This finance industry earns trust because it delivers sustainable success to clients.

Our values

Bold leadership

We challenge the status quo to create meaningful change.

Evidence-led

Our strategy is grounded in data and measurable business impact.

Collaborative Impact

We amplify progress by working together across the industry.

Respectful challenge

We welcome diverse perspectives to drive better solutions.

Our global ambitions for the next five years

Inclusion of all

Ensuring opportunity, access and positive working environments for everyone across financial services.

Greater focus on cognitive diversity

Building awareness, tools and leadership capability to harness diverse thinking as a driver of innovation and performance.

Address under-representation

Expanding proven programmes to improve representation across socio-economic backgrounds, gender, ethnicity, neurodiversity and disability.

Global financial sector impact

Strengthening coordination across the UK, Europe and North America with a global framework and local adaptation.

Further, faster progress

Launching a new accreditation framework, enabling firms to benchmark progress and track long-term outcomes.

Testimonials

Being members of Inclusion in Finance has helped across all functions of our business. We think carefully about how we attract and retain talented team members from a wide variety of backgrounds. Inclusion in Finance membership gives us access to tools, information and colleagues from across the industry to help us make sure we support our people in the best way possible. A number of our team members have participated in specific work streams and projects and I have personally greatly benefited from being part of the recent work on cognitive diversity.

Tord Stallvik

CEO, Red Wheel

As a conduit for change within financial services, Inclusion in Finance’s leadership inspires us and similar firms to build a corporate culture that reflects the diversity of our clients and one that includes and values all of our people. Since becoming a member firm, we’ve made positive changes within Julius Baer International, and been able to contribute to the best practices for all. Together we will build an industry that is more in tune with the society around us, more relevant for our clients and those in the future, and more of a level playing field for all employees to succeed.

David Durclacher

CEO, Julius Baer International Limited

No single investment or finance company can create the modern, diverse and inclusive industry we are aiming for, but I’m confident that over 100 working together can!

Helena Morrissey

Chairwoman of Inclusion in Finance

Allspring proudly joined Inclusion in Finance UK in 2022. As a firm, we believe deeply in the importance of diversity, equity and inclusion as by encompassing a broader range of ideas, experiences and skills we are better investors and stewards of our client’s capital.

The power of this membership is that we can connect across the savings industry to work collaboratively to improve both our current employee experience and the accessibility of our industry to a broader talent pool – here we are living one of our core values of #delivermoretogether. Inclusion in Finance has proven to be a highly valuable platform with its breadth of committee and work stream structures allowing us the opportunity to further engage in the inclusion dialogue at all seniority levels of our firm.

Andy Sowerby

Managing Director & Head of International Client Group, Allspring

At Aberdeen we’re committed to changing the landscape, the opportunities and the outcomes for all our colleagues. Being a member of, and working with Inclusion in Finance, unlocks access to data, knowledge and best practice ideas that have been invaluable in our journey so far. Being able to connect with peers across the industry and share experiences and lessons learned brings huge benefit to our people and our businesses.

Tracey Hahn

Chief People Officer, Aberdeen

At BlackRock, advancing diversity, equity and inclusion at every level of our firm and within every country we operate in, is core to our culture and the difference we can make in the world. We are proud to partner with Inclusion in Finance to build a better and more inclusive asset management industry.

Sarah Melvin

Head of UK and European Client Business, BlackRock

How we work

Inclusion in Finance is a Community Interest Company (CIC) with its own Board, responsible for governance, finances and ensuring the organisation operates in line with its mission.

Inclusion in Finance is a Community Interest Company (CIC) with its own Board, responsible for governance, finances and ensuring the organisation operates in line with its mission.

The organisation is overseen by a CEO Advisory Council, which provides strategic input and business leadership.

A Steering Committee leads the implementation of the strategy, through specific work streams.

A further group of individuals, ambassadors, members, supporters and partners from all levels of the industry, help deepen the work through individual engagement.

Our board

Darren Johnson

COO
Impax Asset Management

Helena Morrissey

Chair
Inclusion in Finance

Linda Russheim

Marketing Director
Inclusion in Finance

Mitesh Sheth

Founder
OrgAlpha

Natalie Gill

Head of Global DEI Strategy & Industry Engagement PGIM Office of Diversity, Equity & Inclusion
PGIM

Stuart White

Executive Director
Impax Asset Management

Advisory council

Made up of CEOs and C-suite equivalents, the Advisory Council provides strategic input and business leadership – meeting every three months to shape priorities, offer guidance and take recommendations back into their organisations.

The steering committee

Representatives from across all member firms, meeting every two months to provide input, share what’s working in their own organisations and lead implementation of the strategy through specific communities.

Focus areas

Employee-led groups from across member firms, each focused on a taskforces or communities. Self-organising and goal-driven, they determine their own initiatives, run events and share best practice – meeting regularly to drive progress.

Ambassadors

Industry figures who join in a personal capacity to champion inclusion and amplify Inclusion in Finance’s work across the wider sector

Chapters

Europe

If you are not an Inclusion in Finance Member, find out more, here

North America

If you are already an Inclusion in Finance Member, click here

Inclusion in Finance Foundation

If you are already an Inclusion in Finance Member, click here

Our impact

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Every year, we measure our collective progress. Our Impact Reports track progress across all the work that we do, including our programmes and initiatives.

Watch the ten years of progress video  we created for our 10 year anniversary here

Play Video

Be part of what comes next

Join the firms already working together to reshape a more inclusive the finance industry to achieve better outcomes.
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