 : IPE Diversity & Inclusion 2023

Sarah Maynard is Global Senior Head, Diversity, Equity, & Inclusion (DEI) at CFA Institute. She leads a global, industry-recognised portfolio of DEI programs for CFA Institute stakeholders who include CFA program candidates, CFA charterholders, CFA Societies and investment institutions, in order to champion the cause of greater diversity, equity and inclusion in the investment management industry.  Maynard is also responsible for internal DEI at CFA Institute, reporting to CEO & President, Marg Franklin. Maynard was a fund manager and analyst at both an asset manager and an asset owner, for which she managed an equities portfolio of $3.3bn. She held the position of Director of Career Development at CFA Society of the UK and was a founder of the society’s Women’s Network, which she transformed into the Inclusion & Diversity Network, which now has a membership of over 1,200 investment professionals. She is an experienced investment professional and was previously head of stewardship and client communications director at Majedie Asset Management, a global investment firm now part of Liontrust, where she was focused on ESG, especially governance, with a keen interest in how companies can achieve success through improving inclusion. She currently serves on the Advisory Boards of Girls Who Invest and the National Association of Securities Professionals (NASP), Collaborative WIM and on the CEO Advisory Council of Diversity Project North America. She was also a state (public) school governor in the United Kingdom for over a decade and a charity trustee, mainly working with disadvantaged communities. She has an MA in English Literature and Language from Trinity College, Oxford, holds the ASIP (the credential for Associates of the Society of Investment Professionals) and is an associate member of the Chartered Institute of Personnel & Development.

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