Diversity, Equity + Inclusion

Wealth & Asset Management Industry DEI Outlook Briefing 

08-12-2021 11:30 AM

The report highlights a substantial gap in the wealth and asset management industry between the level of DE&I performance and leaders' perceptions of their own company's progress. Data was pulled from a survey, conducted in spring 2021, of over sixty executives in the industry, and looks at what steps leaders are taking to create a more diverse and inclusive workplace for employees.
Some key findings of the report:

  • A large majority say their firms ensure that all employees feel included and supported.
  • However, industry data show that female and minority employees are significantly under-represented in the top ranks.
  • Executives view DE&I almost entirely as a human resources issue and do not yet see a connection with client service or business performance.

Read the report to learn more.


pdf file
AchieveNextWealthManagement_Report_8.20 21.pdf   4.41 MB   1 version
Uploaded - 08-21-2021

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