CFA Institute's inclusion push to take account of caste, gender neutrality

The focus has recently been on new-age technology companies, where disclosure quality, audit quality, and shareholder rights are areas that have attracted regulatory attention, says Arati Porwal

Caste will be among the factors considered for the voluntary diversity, equity and inclusion (DEI) code being worked on for India, similar to the code being rolled out for other markets by the CFA Institute. The not-for-profit institute conducts the chartered financial analyst (CFA) exam, considered the gold standard in investment management globally. The DEI code is slowly being rolled out across that world, beginning in North America. It’s being adapted for Europe, and a version is expected to be worked on for the Asia-Pacific market, including India, by early next year. In a conversation