The investment management benchmark contains investment firms and organizations that sell investment products and assets as well as manage assets on behalf of clients.
~1.7m
Questions answered
in last 12 months
~30
Organizations
These insights represent ~1.7m questions answered from ~30 organizations, ranging in size from 30 to 17,400 people, in the last 12 months.
The data meet our criteria as being robust and reliable; unlikely to substantially change over time; and representative of the wider industry. Read more about the methodology.
Data provided by Culture Amp
Investment Management
100%
North America
77%
Europe
12%
Oceania
8%
Asia
2%
Engaged people are emotionally committed to their organization. These people stay at their organizations longer and are more productive and effective. Successful organizations have more engaged employees.
This is in the top 4% compared with other industries.
The average eNPS score for organizations in this benchmark is 35 and is in the top 3% compared with other industries.
Engagement is defined through these five industry-standard questions from Culture Amp’s engagement survey template.
I see myself still working at [Company] in two years' time | 72% 9% above global average |
I rarely think about looking for a job at another company | 63% 8% above global average |
I would recommend [Company] as a great place to work | 89% 7% above global average |
I am proud to work for [Company] | 90% 4% above global average |
[Company] motivates me to go beyond what I would in a similar role elsewhere | 72% 3% above global average |
People working in Investment Management are more engaged than Media Production & Publication, Government, Enterprise, and Marketing & Advertising. People working in Investment Management are less engaged than Engaging Growth.
The highest scoring question for Investment Management had 90% of People agreeing that they are proud to work for [company] (+4% compared to overall) while they were generally most positive about Work & Life Blend.
People in Investment Management were generally least favourable about Action, and were most negative towards 'When it is clear that someone is not delivering in their role we do something about it' with 19% of people disagreeing (-1% below average).
Different things are important to different cultures. If you want to make more of your people engaged then you need to know what is important your people. These questions are most important to keeping people engaged in Investment Management organizations.
[Company] is in a position to really succeed over the next three years
The factor this relates most closely to is Company Performance
Different things are important to different cultures. If you want to make more of your people engaged then you need to know what is important your people. These questions are most important to keeping people engaged in Investment Management organizations.
1 [Company] is in a position to really succeed over the next three years | 84% favorable Company Performance |
2 I have confidence in the leaders at [Company] | 83% favorable Leadership |
3 [Company] is a great company for me to make a contribution to my development | 78% favorable Learning & Development |
4 Day-to-day decisions here demonstrate that quality and improvement are top priorities | 70% favorable Service & Quality Focus |
5 [Company] effectively directs resources (funding, people and effort) towards company goals | 61% favorable Company Performance |
In the short term, 15% of people in this benchmark are thinking of or actually seeking jobs elsewhere (-5% compared to overall) while on a longer time frame, 7% of people see themselves leaving within two years (-5% compared to overall).
The following questions had the biggest impact on whether individuals felt that they were planning to stay at their organization and not actively looking for alternative jobs.
1 I believe my total compensation (base salary+any bonuses+benefits+equity) is fair, relative to similar roles at other companies | 56% favorable Alignment & Involvement |
2 I have confidence in the leaders at [Company] | 83% favorable Leadership |
3 Day-to-day decisions here demonstrate that quality and improvement are top priorities | 70% favorable Service & Quality Focus |
We’ve connected the employee feedback data for each company included in the benchmark with ratings from Glassdoor.com, which is one of the world’s largest job and recruiting sites combined with a growing database of company reviews, CEO approval ratings and more.
Overall Rating | 3.5 stars (-0.3) |
Culture and Values | 3.55 stars (-0.4) |
Work Life Balance | 3.8 stars (+0) |
Compensation and Benefits | 3.1 stars (-0.5) |
Career Opportunities | 3.25 stars (-0.3) |
Recommend to Friend | 63.0% (-8) |
CEO Approval | 83.0% (-1) |
Organizations in the Investment Management benchmark on average gave 7% of employees access to reports with their survey results. This is below the overall average of 10% and demonstrates that organizations in this benchmark are more likely to share via offline and traditional formats.
An interesting reference point is that the average proportion of managers in organizations is 12-15%, with some industries higher than others (New Tech was closer to 20%).
Global average
10%
Investment Management
7%
People in Investment Management were much more positive than average regarding Collaboration & Communication, Decision Making, and Service & Quality Focus.
On the lower side, People in Investment Management had much lower favorable scores than average in Voice.
Below are the most common areas that organizations in Investment Management choose to take action on using the Culture Amp platform. Actions varied from changing or iterating on an All Hands meeting, introducing new skip level 1:1s, to introducing an organizational transparency report.
1 At [Company] there is open and honest two-way communication | 64% favorable Collaboration & Communication |
2 [Company] is a great company for me to make a contribution to my development | 78% favorable Learning & Development |
3 Other departments at [Company] collaborate well with us to get the job done | 68% favorable Collaboration & Communication |
Insights data provided by Culture Amp.
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