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CFA Society of Dallas-Fort Worth is proud to present Charterholder Chatter – a podcast focused on the inspiring personal and professional journeys of local, national, and international investment professionals.

May 2, 2024

Within and outside the investment management industry, there are many well-intentioned initiatives established to make a significant contribution and difference. Not as difficult to find people who have an opinion as it is to find true leaders willing to climb up and through walls.

One such exceptional leader is our guest today. Sarah Maynard is Global Senior Head, Diversity, Equity, & Inclusion (DEI) at CFA Institute.

Based in London, Sarah leads a global, industry-recognized portfolio of DEI programs for CFA Institute stakeholders who include CFA Program candidates, charterholders, Societies, and investment institutions, to champion the cause of greater diversity, equity, and inclusion in the investment management industry. Sarah is also responsible for internal DEI at CFA Institute, reporting to CEO & President, Marg Franklin.                  

Previously, Sarah was Head of Stewardship and Client Communication at Majedie Asset Management, Director of Career Development at CFA Society of the UK, and a founder of the society’s Women’s Network, which she transformed into the Inclusion & Diversity Network, and which now has a membership of over 1,200 investment professionals.

Sarah was also a fund manager and analyst at both an asset manager and an asset owner, for which she managed an equities portfolio of US $3.3bn.

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. She currently serves on the Advisory Boards of Girls Who Invest, the National Association of Securities Professionals (NASP), Collaborative WIM, and on the CEO Advisory Council of Diversity Project North America.

On today’s episode, Sarah shares more about her journey, commitment to DE&I, her advice to young women entering our industry, and proudest moments.