-

†

† Met target 3% On track Not on track 10% No data

45% 42%

Increased Maintained 15% Decreased

14% 72%

Targeted increase 23% 38%

31% 29%

2017 2018 Target

•

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•

•

•

•

•

•

•

• Met On target track On track 45% 4% 42% Not on track Above 18% No data Below 42% Not 58% on 78% track No 10% data 3% (20) 15 1 4

Global/investment banking (18) 15 1 2

UK banking (16) 14 1 1

Other* (14) 7 3 4

Professional services (12) 6 5 1

Investment management (11) 10 1

Building society/credit union (10) 5 3 2 Increased Fintech (9) 7 2 Maintained Government/regulator/trade 5 1 1 body (7) Decreased

47% Building society/credit union (10) 53% Government/regulator/trade body 44% (9) 51% 44% Other* (14) 46% 44% Professional services (15) 44% 36% Fintech (9) 42% 34% Average (123) 38% 30% UK banking (17) 34% 31% Insurance (20) 33% 26% Investment management (11) 30% 2017 22% Global/investment banking (18) 25% 2018 100%

90% Nearly two-thirds of signatories have a target of at least 33% 80%

70% 60% Above 50% 50% Parity (3) 40% 50:50 40% up to 30% 33% up to 50% 30% (31) 20% Up to 40% 30% (24) 10% (30) (23) (10) 0% 100%

80%

60%

40%

20%

0%

Government/regulator/trade 41% body (5) 47% Fintech (4) 37% 48% Insurance (16) 32% 40% Professional services (5) 32% 38% UK banking (11) 32% 41% Building society/credit union 31% (2) 36% Average (67) 31% 38% Other* (4) 29% 35% Investment management (5) 27% 2018 33% Target Global/investment banking 25% (15) 29%

Firms that have met or 47% exceeded their targets (54) 40% 31% 28%

15% 15%

11% % of firms of %

43

29 26 20

5 Number of firms of Number

Senior management as a % of total workforce

100%

80%

60% 44% 40% 19% 20% 10% 13% % of total workforce total of % 8%

0% 21,500

2,500

8% 6% 32%

22%

32%

Global bank/investment bank (15) UK bank (11) Insurance (16) Professional services (5) Other* (20) •

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• 96% Female 62% 62% 37% Male 63% 2% 2%

CEO 44%

Head of business 23% line/region Support Both role 29% HR 12% 29%

Revenue- CFO 6% generating role, 42% Other C-Suite 6%

COO 5%

CRO 4%

CIO 1% No data 21% Too early to tell Yes 50% 29% No Yes 46% 54%

• •

•

•

Bank of America Merrill Lynch 10x Future Technologies Thomson Reuters Group BNY Mellon Circle UK Trading Canadian Imperial Bank of Commerce FINTECH Circle Citi Landbay Bacs Payment Schemes Credit Suisse Securities Maynard Capital Management Mastercard Deutsche Bank Nutmeg Saving and Investments Mizuho Bank PensionBee Mizuho International RateSetter Brickendon Consulting Morgan Stanley International Channel Islands Adjusters MUFG Cicero Group Northern Trust Global Services Financial Conduct Authority ClearlySo Royal Bank of Canada Financial Ombudsman Service EY Royal HM Treasury GAAPweb SMBCE National Savings and Investments ionStar KPMG State Street Mercer Insurance OAC Pinsent Masons UK PwC AIB Group Chartered Insurance Institute Ridgeway Partners Bank Collinson Sestini & Co Cambridge & Counties Bank Covéa Insurance Smith & Williamson CYBG Group HSBC UK Ecclesiastical Insurance Office Group Association of Accounting Technicians Legal & General Group Association of British Insurers OneSavings Bank Lloyd’s Innovate Finance LV= The Investment Association Post Office MetLife TheCityUK Santander UK National House Building Council Prudential BP Supply & Trading The Co-operative Bank Royal London Group Brightstar Financial TSB Simply Business Capital One (Europe) Unum E2W Virgin Money Zurich Insurance UK Independent Women National Skills Academy for Financial Services NEST Corporation Capital Credit Union BlackRock ReAssure East Sussex Credit Union Charles Stanley & Co Sturgeon Ventures Building Society Columbia Threadneedle Investments EMEA Warren Partners Market Harborough Building Society Fidelity International Nationwide Building Society Hermes Investment Management NB: The company names listed here Nottingham Building Society Janus Henderson Investors include a mixture of group, parent Pioneer Mutual Credit Union Jupiter Asset Management company, subsidiary and trading names. Principality Building Society Scalable Capital For many companies, the Charter applies Progressive Building Society Schroders to a subsidiary, a specific entity, a branch, a West Bromwich Building Society Aberdeen division or region, and not necessarily to all Tribe Impact Capital staff at the company name as listed here. † Micro 1-20 15 Small 21-250 27 Medium 251-1000 22 Large 1001-10,000 41 Very large >10,000 18

Maintain* 14 2018 11 2019 18 2020 47 2021 20 2022 9 2023 2 2025 2

20 18 17 16

11 10 9 9

5 4 2 2 44 34 Not regulated, 18 19 24% 8 Regulated 76%

Signatories grouped by company type, number of firms in each category 46

33 35 Outside London 34% 9 London 66%

89

23

7 4 Exco Board

31% Signatory average† 34%

14% UK average* 23%