1、DIVERSITY DATA GUIDE 2024Guidance on the collection and use of data to enhance workforce EDI July 2024 2ABOUT THE INVESTMENT ASSOCIATION(IA):The IA champions UK investment management,supporting British savers,investors and businesses.Our 250 members manage 8.8 trillion of assets and the investment m

2、anagement industry supports 126,400 jobs across the UK.Our mission is to make investment better.Better for clients,so they achieve their financial goals.Better for companies,so they get the capital they need to grow.And better for the economy,so everyone prospers.Our purpose is to ensure investment

3、managers are in the best possible position to:Build peoples resilience to financial adversity Help people achieve their financial aspirations Enable people to maintain a decent standard of living as they grow older Contribute to economic growth through the efficient allocation of capital The money o

4、ur members manage is in a wide variety of investment vehicles including authorised investment funds,pension funds and stocks and shares ISAs.The UK is the second largest investment management centre in the world,after the US and manages over a third(37%)of all assets managed in Europe.3DIVERSITY DAT

5、A GUIDECONTENTSIA FORWARD 04PwC INTRODUCTION 05BACKGROUND:THE EVOLVING REGULATORY LANDSCAPE 06SECTION 1:IMPROVING THE QUALITY OF YOUR DATA 08 IMPROVING ENGAGEMENT AND BUILDING TRUSTSECTION 2:USING DIVERSITY DATA TO DEVELOP EDI STRATEGIES,INTERVENTIONS AND TARGETS 12 EMPLOYEE LIFECYCLE ANALYSIS INCLU

6、SION AND CULTURE ANALYTICS DETERMINING STRATEGIES AND INTERVENTIONS HOW TO SET DIVERSITY TARGETS SECTION 3:MONITORING EDI:MANAGING RISKS AND BUILDING ACCOUNTABILITY 15 WHAT ARE EDI RISKS?ACCOUNTABILITY AND GOVERNANCE FOR EDI CONCLUSION 17THE INVESTMENT ASSOCIATION4IA FORWARD Cultivating a robust wor