The pandemic brought with it a recession that has disproportionately affected women, particularly women of colour. This could be a business risk: extensive research also shows correlations between diversity within firms and improved financial performance of those firms.

How are the most innovative portfolio managers incorporating a diversity lens into their investment strategies? And how are financial services firms creating inclusive workspaces in an effort to retain top talent and create the conditions for outperformance?

In this webinar, a part of our 2021 Women in Finance series, that aired live on Tuesday, March 9, 2021 at 1:00 PM ET, experts discussed these topics and shared their best practices.

Moderated by:
Melissa Shin, Editorial Director, Advisor’s Edge & Investment Executive

Presented by:

  • Andrea Andersen, General Partner and Financial Advisor, Western Canada Area Leader, Edward Jones Canada
  • Regina Curry, Chief Diversity Officer, Franklin Templeton
  • Vivian Hsu, Director, ETFs and Alternatives, Fidelity Investments Canada
  • Ingrid Macintosh, Vice President TD Wealth, Head of Sales Enablement, Marketing and Communications, TD Asset Management

Note: CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner and the CE Corner team will be applying to FP Canada and IIROC for continuing education credits.

If you watched the live webinar on Tuesday, March 9, 2021 at 1:00 PM ET, an email notification will be sent with instructions on how to obtain your CE certificate from FP Canada and IIROC. This can typically take up to 6 weeks after the live webinar.

For those who missed the live webinar on Tuesday, March 9, 2021 at 1:00 PM ET, the recording is available on CE Corner. You will be required to complete a quiz to obtain a CE certificate from FP Canada and IIROC. If you do not yet have a profile on CE Corner you will need to create one in order to obtain your CE accreditation.

If you have any questions, please contact

This webinar is part of Advisor’s Edge & Investment Executive’s Women in Finance series.

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