Press Room

Boston, MA –April 17, 2023 – As part of its ongoing mission to accelerate diversity, equity, and inclusion (DEI) in the asset and wealth management industry, Nicsa’s Diversity Project North America has teamed up with EY to deliver its 2023 DEI Perception Survey.

The survey explores insights on the perception of progress in the asset and wealth management industry in addressing important areas of focus around DEI, including transparency, talent attraction and retention, and corporate culture.

The survey was launched on April 19 and was prepared with Ernst & Young LLP (EY US), a founding member of the Diversity Project North America. The initiative includes contributions by DPNA’s DEI Perception Survey Committee. The 2023 survey will be open through the Nicsa Fearless Leadership Symposium in June.

Key takeaways will serve to measure progress, as well as identify gaps and opportunities, as the industry moves forward on the path toward a more inclusive and equitable working environment. A comprehensive 2023 report highlighting survey findings is expected to be published in the Fall of 2023.

Justine Phoenix, Head of Diversity Project North America stated, “The Diversity Project North America is proud to work with EY on this important initiative. Benchmarking perceptions over time will help us to illuminate progress and identify obstacles within the industry. Understanding and addressing perception gaps is critical to our mission of advancing DEI.”

About the Survey 

• Nicsa developed and launched the DEI Perception Survey in 2020; this will be Nicsa’s 3rd survey of asset and wealth management industry participants.
• Nicsa joined forces with EY, a member of its Diversity Project North America, in 2022 and again in 2023 to deliver the DEI Perception Survey and analyze its results. 
• The survey benchmarks perceptions across DEI themes such as leadership; workforce; metrics and performance; talent, hiring, and work environment; training, mentorship, and sponsorship; and DEI response and commitment.
• Survey results will represent employees across a diverse set of firms and organization types within the asset and wealth management industry and will highlight gaps and opportunities for improvement.

About Diversity Project North America

The Diversity Project’s goal is to accelerate progress towards a diverse and inclusive culture in the asset and wealth management industry to deliver the best possible results for clients, reflect the society we serve, and ensure long-term business sustainability. Click here for more information on Nicsa’s Diversity Project North America initiative.

About Nicsa

Nicsa is a not-for-profit trade association striving to connect all facets of the global asset and wealth management industry in order to develop, share, implement, and advance leading practices.  For over sixty years, Nicsa has promoted an open and collaborative environment, where members’ and partners’ deep expertise and unique perspectives have come together to help strategically implement and support the industry’s most vital issues. Click here for more information about membership.

About EY

EY is a global leader in assurance, tax, strategy, transaction and consulting services. The insights and quality services we deliver help build trust and confidence in the capital markets and in economies the world over. We develop outstanding leaders who team to deliver on our promises to all of our stakeholders. In so doing, we play a critical role in building a better working world for our people, for our clients and for our communities.

EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients. Information about how EY collects and uses personal data and a description of the rights individuals have under data protection legislation are available via ey.com/privacy. For more information about our organization, please visit ey.com.

 
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