Strategic Investment Group is an early signatory to the CFA Institute’s Diversity, Equity and Inclusion Code for the Investment Profession in the United States and Canada
ARLINGTON, Va., March 31, 2022 /PRNewswire/ — Strategic Investment Group (“Strategic”) is pleased to be among the first Outsourced Investment Manager (“OCIO”) providers to become a signatory to the CFA Institute Diversity, Equity, and Inclusion Code for the Investment Profession in United States and Canada (“IED Code”).
the IED code provides a framework for action that aims to foster the commitment needed to drive meaningful and measurable change for greater inclusion in the finance and investment management industry. The six principles of the DEI Code echo Strategic’s long-standing commitment to promoting diversity, equity and inclusion within our company and the industry as a whole.
“We are proud to add the CFA Institute DEI Code and accompanying implementation guidance to our current diversity, equity and inclusion efforts and look forward to furthering our collective goal of ‘increase diverse representation in the financial sector,’ said Lea PosadasDirector, Client Portfolio Management and Chair of Strategic’s Diversity, Equity and Inclusion Committee.
“Strategic believes that greater team diversity translates to better decision-making, which ultimately leads to better investment results. We welcome, endorse and proudly embrace the DEI Code, which is a pathway to a transformational impact in the industry where a lot of progress is still needed,” mentioned Lauren FitzgeraldDirector of Human Resources and Managing Director of Strategic.
Sarah MaynardASIP, Global Head of External Diversity, Equity and Inclusion, CFA Institute comments: “Becoming a signatory to the DEI Code sends a clear signal to employees and stakeholders that progress will be made. I am delighted to welcome Strategic Investment Group to the growing number of organizations committed to the principles of the Code.
Strategic Investment Group®a pioneer in the dedicated field Outsourced CIO (OCIO) solutions since 1987, has built lasting partnerships with institutional investors as an outsourced investment manager, providing clients with active portfolio management, rigorous risk management and open-architecture manager selection. Strategic operates as a co-trustee and discretionary investment partner for clients, allowing them to focus on their core business. We offer customized solutions, ranging from comprehensive total portfolio management to targeted assignments such as alternatives (e.g. venture capital/private equity, real estate and/or hedge funds) or international investments.
We strive to build lasting partnerships with our clients by strengthening their investment programs through a dynamic and rewarding investment process, a strong governance framework and world-class client service. Our mission is to empower investors through experience, innovation and excellence.
strategic had $27.9 billion in discretionary assets under management at December 31, 2021.
About the CFA Institute
The CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in the investment markets and a respected source of knowledge in the global financial community. Our goal is to create an environment where the interests of investors come first, markets function best and economies thrive. There are more than 180,000 CFA® charterholders worldwide in more than 160 markets. The CFA Institute has nine offices around the world and there are 160 local societies. For more information, visit www.cfainstitute.org.
For more information, contact:
Lea PosadasDirector, Client Portfolio Management
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SOURCE Strategic Investment Group