Wealth & Asset Management Industry DEI Outlook Briefing

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.