The purpose of this study:
- Understand the level of diversity in the investment and savings industry in the UK, primarily in Investment Management roles
- Determine what it would take to improve diversity, including any goals to be set for the industry
- Understand the motivation of employees in the industry
- Explore how people entered IM and what they like and don’t like about their work
- Highlight barriers to inclusion in the companies
The methodology used:
- The Diversity Project engaged Mercer to conduct employee-level research into the level of diversity in the investment and savings industry in the UK
- Mercer utilised a framework recently developed in Australia and confirmed participation from 24 firms in the UK
- Three groups of employees were surveyed: Current Investment Managers, Former Investment Managers and Adjacent Talent
- The survey closed on 26 May 2017
