Knowledge Center

Nicsa's 2024/2025 Diversity Project North America (DPNA) 2025 Perception Survey of the Asset and Wealth Management Industry

The asset and wealth management industry has made important strides toward building more inclusive and representative organizations, but there’s more to be done to ensure these efforts are fully integrated into corporate culture and business practices. By participating in this survey, you’ll help us gain valuable insights into how the industry is progressing and where opportunities remain. Your input will inform actionable recommendations aimed at supporting firms on their journey toward creating more equitable and people-centered workplaces.

• The first report was published in 2020. Through this ongoing research initiative, Nicsa is helping to set an industry standard for measuring and advancing belonging, inclusion, and equal opportunity across the asset and wealth management industry.
• Nicsa conducted the 2023–2024 Survey and Study to assess progress and challenges within the asset and wealth management industry. Participate in our 2025 survey here. 
• The survey measured perceptions across themes such as leadership; workforce; metrics and performance; talent, hiring, and work environment; training, mentorship, and sponsorship; and organizational response and commitment to fostering inclusion and equal opportunity.
• Approximately 1,700 respondents participated in our last survey representing a diverse set of firms and organization types within the asset and wealth management industry.
• Thirty-plus business leaders from Nicsa’s Diversity Project North America member firms participated in a series of roundtable sessions to share insights on the perceptions captured in the survey data.
• Quantitative data from survey responses, as well as qualitative information gathered during interactive roundtables, were used to inform the 2023–2024 Study below, the results of which are intended to shape the industry’s responses and approaches to, and adaptation of, belonging, inclusion, and equal opportunity initiatives in the near term.