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CEO Message

CFA CHARTERHOLDERS ARE KNOWN FOR...

Sue Lemon, CFA

SueLemon2020_smCFA CHARTERHOLDERS ARE KNOWN FOR their thirst for knowledge. Curiosity and dedication to expanding our professional knowledge and expertise allow us to drive and embrace meaningful change. 

Our membership and key stakeholders are honoured to be among the first to participate in CFA Institute’s Diversity, Equity, and Inclusion (DEI) Code, a voluntary code that was launched in Canada and the United States this February. The DEI Code requires commitment to six key principles, including: 

Pipeline: expand diverse talent pipeline 

Talent Acquisition: design, implement, and maintain inclusive and equitable hiring and onboarding practices 

Promotion and Retention: design, implement, and maintain inclusive and equitable promotion and retention practices to reduce barriers to progress 

Leadership: use our position and voice to promote DEI and improve DEI outcomes in the investment industry; hold ourselves responsible for our firm’s progress 

Influence: use our role, position, and voice to promote and increase measurable DEI results in the investment industry 

Measurement: commit to measuring and reporting on our progress in driving better DEI results within our firm; provide regular reporting on our firm’s DEI metrics to our senior management, our board, and CFA Institute 

It has been widely recognized that diverse perspectives lead to better investor outcomes. As such, several Canadian businesses have become early adopters of the DEI Code and are leading the charge in working toward a financial industry that better serves our diverse society. CFA Society Toronto is proud to help promote this exciting initiative as CFA Institute works toward guiding the industry to embrace and realize diversity, equity, and inclusion. 

CFA Society Toronto also proudly supports Canadian veterans in their transition into the field of finance. This year marks the second year of our Veterans’ Scholarship, which is designed to recognize the sacrifice and dedication to service by the men and women of the Canadian Armed Forces (CAF). With the alignment of our common values in dedication, integrity, and pride in our profession, this scholarship aims to help champion the transition of CAF personnel to a civilian career in the field of finance. 

This spring, our highly successful ESG Bootcamp offered portfolio managers, analysts, and other investment professionals an introduction to environmental, social, and governance (ESG) concepts, improving their working knowledge of ESG integration and how to apply it. The ESG Bootcamp delved into examples of how ESG can be effectively integrated into the investment process, examining what drives the demand for these strategies and their connection to corporate performance. The bootcamp also addressed the growing focus on climate change risks, opportunities for individual companies and across portfolios, and potential implications of the COVID-19 pandemic on ESG investing. 

I look forward to seeing many of you as our fall programming ramps up in the coming months. Stay tuned for exciting CFA Society Toronto updates, including announcements about our highly anticipated Annual Investment Dinner. CFA_Toronto_RGB Milly

Sue Lemon, CFA, is CEO of CFA Society Toronto
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