The People & Culture Platform | Culture Amp

Investment Management 2020

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

Industry breakdown

  • Investment Management

    100%

Region breakdown

  • North America

    77%

  • Europe

    12%

  • Oceania

    8%

  • Asia

    2%

Are employees committed to their organizations?

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.

77% of Investment Management employees are engaged

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.

Understanding the engagement questions

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

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).

Which questions matter the most?

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


The factor this relates most closely to is Company Performance

Which questions matter the most?

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

How long do people stay?

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
Average Glassdoor ratings

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)

Are staff empowered with results?

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%



  • How does Investment Management compare?

    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.

    What are organizations focussing on?

    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. For a complete overview of 2021 Insights (Culture Amp Platform benchmarks) visit the Culture Amp Support Guide.

    What makes Insights special? Gain a deeper understanding of how they work.

    Learn more about Insights with Culture Amp’s benchmarks

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