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Driving diversity

Diversity in its broadest form is an essential part of building a more sustainable business – and of changing culture and rebuilding trust in capital markets.

Black History Month – a strategic approach – Q& A with Cecil Peters, JP Morgan

June 2022 • Event • Driving diversityby New Financial

In three short months UK Black History Month will begin, and many organisations will run events and initiatives to highlight Black history, arts and culture, and showcase Black excellence. But there is also an opportunity to leverage Black History Month to contribute to strategic diversity, equity and inclusion aims – for example, bringing leadership into […]

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Diversity Toolkit – Corporate view on diversity and inclusion

June 2022 • Event • Driving diversityby New Financial

The Corporate view on diversity and inclusion, is the third topic in our research series to build a Diversity Toolkit for Investors. The Toolkit project is a collaboration with the 30% Club Investor Group and sponsored by Columbia Threadneedle Investments, London Stock Exchange Group and S&P Global. At this event we will discuss what corporate reporting […]

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HM Treasury Women in Finance Charter Annual Review Launch

May 2022 • Event • Driving diversityby New Financial

In collaboration with HM Treasury, we will host a virtual event (date to be confirmed) to launch the fifth Annual Review, monitoring the progress of signatories to the HM Treasury Women in Finance Charter. In addition to presenting highlights of the review, we will hear from HM Treasury and industry leaders. Guest speakers include: John […]

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Preparing for Black History Month

May 2022 • Event • Driving diversityby New Financial

This will be a small, focused virtual lunch meeting for New Financial members to share how they approach planning for Black History Month – how they strategise and prioritise different stakeholders, audiences, and content. Suitable for DEI leads, network leads, and anyone involved in the process of planning for Black History Month at their firm.

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Diversity Toolkit – The investor view on diversity and inclusion

March 2022 • Event • Driving diversityby New Financial

The Investor view on diversity and inclusion, is the second topic in our research series to build a Diversity Toolkit for Investors. The Toolkit project is a collaboration with the 30% Club Investor Group and sponsored by Columbia Threadneedle Investments, London Stock Exchange Group and S&P Global. At this event we will discuss how and […]

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Big themes in diversity, equity and inclusion in financial services

February 2022 • Event • Driving diversityby New Financial

Yasmine Chinwala, Partner at New Financial, will chair discussion of key DEI themes for the financial services industry with panellists: Regulation – Georgina Philippou, Senior Adviser on the Public Sector Equality Duty, Financial Conduct Authority, who will provide an update on the UK regulators’ diversity discussion paper and forthcoming consultation; Hybrid working – Syreeta Brown, […]

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Diversity toolkit for investors

February 2022 • Event • Driving diversityby New Financial

This virtual event will be the first in our five-paper research series to build a Diversity Toolkit for Investors, in collaboration with the 30% Club and sponsored by London Stock Exchange Group and Columbia Threadneedle Investments. Speakers include: Iain Richards, Head of Global Responsible Investment Policy, Columbia Threadneedle Investments Birgit Neu, former global head of […]

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Conversation with the UK regulators’ on their diversity discussion paper

August 2021 • Event • Driving diversityby New Financial

In July, the Financial Conduct Authority, Prudential Regulation Authority and the Bank of England jointly published a discussion paper Diversity and inclusion in the financial sector – working together to drive change on potential rules and guidance for all regulated firms on D&I issues, and how they could use their regulatory powers to act if firms […]

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Launch of HM Treasury Women in Finance Charter – five years on

June 2021 • Event • Driving diversityby New Financial

The launch event for the five-year review of the  HM Treasury Women in Finance Charter celebrates and discusses the impact of the Charter on signatory firms, the financial services industry and beyond as well as looks to the future. At this event, we will hear from guest speakers John Glen MP, the Economic Secretary to […]

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Challenging assumptions of what clients want

December 2020 • Event • Driving diversityby New Financial

Many barriers to diversity are based on assumptions of what clients want or need. We think that the Covid crisis provides the perfect opportunity to rethink what clients really want. The other side of this discussion is the fact that all financial services firms are effectively each other’s clients in some form. Can the industry […]

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Accelerating Black Inclusion research launch

December 2020 • Event • Driving diversityby New Financial

During this event we will discuss the findings of New Financial’s research, Accelerating Black Inclusion. The research aims to capture the experiences of Black people we are hearing right now with a particular focus on senior Black leaders across the UK finance sector. From these individual accounts, we will draw out themes to better understand […]

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Using diversity data to understand impacts of Covid

December 2020 • Event • Driving diversityby New Financial

In collaboration with the London Women’s Forum, New Financial will be hosting a discussion on how the financial services industry is using diversity data to better understand the impacts of Covid. This event includes a presentation from Yasmine Chinwala, Partner at New Financial and Q&A with Sarah McKenzie, Head of Consumer Strategy and Policy at […]

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A renewed focus on social mobility

December 2020 • Event • Driving diversityby New Financial

During this event we will introduce our forthcoming thought paper on why there is a renewed focus on social mobility (or rather the lack of social mobility) in financial services – including the changing stakeholder context, getting to grips with data, the need for a wider business case, and greater objectivity in people decisions – […]

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Developing disability data

December 2020 • Event • Driving diversityby New Financial

The pandemic has led to a rethink of diversity data across multiple areas – including disability. At this session we will discuss what more granular self-reporting around the breath of what might be included under the umbrella of “disability” might look like, in order to help organisations more accurately identify where more positive action may […]

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Accelerating Black Inclusion in Financial Services – CEO roundtable

November 2020 • Event • Driving diversityby New Financial

The Covid pandemic and the tragic killing of George Floyd in the US have catapulted Black inclusion up the D&I agenda and companies are under increasing pressure to play their part. The financial services industry is no exception. At this session, we will discuss Black inclusion from the perspective of (largely white) senior leadership raising […]

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Diversity data – Developing a culture of self-reporting

September 2020 • Event • Driving diversityby New Financial

Recent events have renewed focus on gathering diversity data points that require self-reporting. We have heard repeatedly from members that a data refresh is a priority action point. At this event, we will hear from a couple of organisations (including Emma Holden, global head of HR at Schroders) that are in the throes of developing […]

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Covid and D&I – Time for radical action

September 2020 • Event • Driving diversityby New Financial

At this event in collaboration with Refinitiv, we will launch our latest research looking at how the Covid crisis is catalysing a step change in diversity and inclusion across the financial services industry. We will present the highlights of our findings, followed by a high-level panel discussion with: David Craig, CEO, Refinitiv Birgit Neu, Global […]

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A perspective from China – The impact of Covid on the D&I agenda with Terecina Kwong and Marina Tong, HSBC Bank China

March 2020 • Event • Driving diversityby New Financial

Guest speakers Terecina KWONG, Chief Operating Officer, and Marina Tong, Head of Operations, at HSBC China will share their experience of the Covid crisis from the front line of the bank’s D&I response in China. We will discuss the challenges they have faced and overcome (and are still in the middle of) as well as […]

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Workshop series: The impact of the Covid crisis on D&I

March 2020 • Event • Driving diversityby New Financial

The industry will need to take a close look at what and how it delivers value to broader stakeholders, including employees and the communities in which they operate, adding weight to the existing direction of travel of government, regulators and shareholders towards increasing their focus on ESG, including D&I.   This four part virtual event series […]

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Launch of Diversity Toolkit for Investors research

February 2020 • Event • Driving diversityby New Financial

At this event, we will launch our latest research creating a Diversity Toolkit for Investors in collaboration with the 30% Club Investor Steering Group. The toolkit will be a succinct, practical guide focusing on best practice in what diversity questions asset owners and asset managers should be asking the companies in which they invest in […]

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Research: Radical Actions

January 2020 • Driving diversityby Yasmine Chinwala

This thought paper series introduces why we believe radical action is necessary to drive a step change in diversity to reach a new equilibrium, and proposes actions that together will deliver improvement steadily and sustainably.

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Social mobility – an FCA case study Q&A – with Clare Cole, Head of department – primary market oversight and FCA social mobility champion

October 2019 • Event • Driving diversityby New Financial

Social mobility is a top three diversity priority for the FCA. This breakfast is an opportunity to hear from Clare Cole, head of department – primary market oversight and FCA social mobility champion about why and how the regulator is approaching this diversity theme and what they have learned.

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Making the case for diversity data

September 2019 • Event • Driving diversityby New Financial

The financial services industry is all about numbers, yet few firms apply even a fraction of the analytic rigour to their people data compared to their product and market data. In this second event in ourRadical Actions series of ideas we think could radically shift diversity outcomes, we discuss our forthcoming thought paper on why […]

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HMT Women in Finance Charter Signatories Survey 2019

July 2019 • Driving diversityby Olivia Seddon-Daines & Yasmine Chinwala

The HM Treasury Women in Finance Charter was launched in March 2016 and now has over 350 signatories covering 800,000 employees across the sector. Our latest report is based on a survey of 136 firms that have signed up and assesses the concrete impact the Charter is having on how they approach diversity, the benefits they are realising – and the challenges they face in meeting their Charter commitments.

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The evolving role of the D&I function

July 2019 • Event • Driving diversityby New Financial

The diversity and inclusion landscape has shifted significantly, with diversity and inclusion itself becoming a boom industry. However, this professionalisation of D&I has not (yet) translated into significant change across the financial services industry. We ask: why? And what needs to be done differently to drive improvement, and quickly? This is the first event in […]

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