How Investors Prioritize DEI and Gender Equality Along with High Returns

For everyday retirement savers, could employer-managed plans serve as a path towards a secure financial future as well as an opportunity to support diversity, equity and, inclusion? Our survey results answer this question and more.

Our research explores:
  • How investors allocate their retirement funds differently based on DEI and gender equality scores
  • How likely investors are to consider DEI and gender equality in working with asset managers
  • Whether or not investors favor meeting both financial and DEI goals when given the opportunity to do so
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