Get a demo of Culture Amp

Simply fill out the form and we’ll be in touch soon.

Skip to content

Get a demo of Culture Amp

Simply fill out the form and we’ll be in touch soon.

Investment Management July 2026

  • ~795k

    Questions answered
    over 12 months

  • ~75

    Organizations

These insights represent ~795k questions answered from ~75 organizations, collected between July 2025 and June 2026.

The data meet our criteria as being robust and reliable; unlikely to substantially change over time; and representative of the wider industry.

Data provided by Culture Amp

Most represented industries in this benchmark

Investment Management

Most represented regions in this benchmark

  • Northern America

    33%

  • Oceania

    30%

  • Europe

    25%

  • MEA

    10%

  • Asia

    2%

Reported gender breakdown

  • Male

    60%

  • Female

    39%

  • Non-Binary

    0.02%

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.

75% of Investment Management employees are engaged

This is in the top 40% compared with other industries.


The median eNPS score for organizations in this benchmark is 24 and is in the top 15% compared with other industries.

How does Investment Management compare?

People in Investment Management were much more positive than average regarding Action, Voice, and Leadership.


On the lower side, people in Investment Management had much lower favorable scores than average in Equity.

People working in Investment Management are more engaged than Local Councils AU & NZ, Local Councils Australia, Higher Education, and Government Administration. People working in Investment Management are less engaged than Health & Wellness and Engaging Growth.

The highest scoring question for Investment Management had 92% of people agreeing that they know how their work contributes to the goals of %[Company]% (+2% compared to overall) while they were generally most positive about Inclusion.


People in Investment Management were generally least favourable about Equity, and were most negative towards 'I believe that my total compensation is fair, relative to similar roles at %[Company]%' with 25% of people disagreeing (+7% above 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

The leaders at %[Company]% demonstrate that people are important to the company's success

Leadership
2

I have confidence in the leaders at %[Company]%

Leadership
3

%[Company]% is a great company for me to make a contribution to my development

Learning & Development

How long do people stay?

In the short term, 15% of people in this benchmark are thinking of or actually seeking jobs elsewhere (-4% compared to overall) while on a longer time frame, 7% of people see themselves leaving within two years (-3% compared to overall).

Understanding Tenure distributions

Tenure describes how long an employee has worked for their company: we know through our research that newly hired employees tend to be more positive than their tenured counterparts. Positivity declines sharply before bottoming out between two to six years, then rises slightly for those that remain.

The tenure composition of a benchmark can influence overall scores.

Tenure distributions

  • Less than 3 months

    2%

  • 3 months to 6 months

    4%

  • 6 months to less than 1 year

    10%

  • 1 to less than 2 years

    14%

  • 2 to less than 4 years

    23%

  • 4 to less than 6 years

    13%

  • 6 to less than 10 years

    15%

  • Greater than 10 years

    19%

Solutions

Navigate change and drive a high-performance culture with Culture Amp’s financial services solutions

Explore solutions

Invest in your people and create impact

See how it works