Diversity Project North America (DPNA) Perception Survey of the Asset and Wealth Management Industry
Gain valuable insights into how the industry is progressing toward building more inclusive and representative organizations. This Study includes actionable recommendations aimed at supporting firms on their journey toward creating workplaces that support belonging, diverse perspectives, empowerment, and opportunity.
Take our 2025 Survey
This 10–minute, anonymous survey collects perspectives on corporate cultures within our industry. The 2025 survey is closed as of Aug 1. Findings will be published in the Fall of 2025.
First published in 2020, this ongoing research initiative sets an industry standard for measuring and advancing inclusivity, empowerment, and opportunity across the asset and wealth management industry.
The survey measures perceptions across themes such as leadership, hiring, training, mentorship, sponsorship, and organizational commitment.
Business leaders from Nicsa’s Diversity Project North America member firms participate 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, are used to inform the Study, the results of which are intended to shape the industry’s approaches to belonging, inclusion, and opportunity initiatives in the near term.
Media & Study Inquiries
To interview subject matter experts, discuss the results further, or collaborate on belonging, inclusion, and equal opportunity initiatives, please reach out.
View Our 2023/2024 Study
Going the Distance
Accelerating DEI in the Asset & Wealth Management Industry