Gender data report

Building a comprehensive picture of gender composition and talent mobility in investment teams across Australia

Future IM/Pact, in collaboration with Mercer, is leading the Gender Data Report to build a comprehensive view of gender composition and talent mobility within Australian investment teams. This report builds upon 2016 Mercer research, which exposed structural and cultural barriers to women’s progress within investment management, finding 50% of women were more likely to leave at the senior analyst level and men were 30% more likely to be promoted. 

Missed our information session? Watch it here!

Why participate?

This research is now 7 years old, and although subsequent workplace data has been collected, we don’t have a comprehensive overview of gender diversity across the industry or a way to track the crucial levers of appointments, promotions and exits.

We are keen for investment firms of all sizes and sectors to participate to ensure a robust, representative dataset.

With plans to survey the industry every 3 years, this data will reveal the type of organisations and roles where women and men are more likely to work, be promoted or leave. When combined with qualitative insights, we’ll be able to identify environments where women are thriving and apply these insights to support organisations and teams struggling to attract and retain great female talent.

We know your workforce data is highly confidential and competitively sensitive. All data will be handled in accordance with privacy legislation to ensure confidentiality.

Benefits of the research

Expands current available data by assessing talent mobility by gender (ie appointment, promotion and exit rates) as well as composition, over a 3-year time period.

Forecasts when gender equity will be achieved and the most important levers to pull in pursuit of parity, based on equalising labour movements between women and men.

Establishes triennial benchmark to track progress with the option to tag asset owner managers and create subsets to replace current data collection process.

Explores sub-sectoral insights and trends to provide insights into barriers and solutions to inspire and inform leadership, action and change.

How to participate

A simple and secure process to share your data and contribute to this initiative:

  • To confirm participation, email me*@yo*****.au with key contact details
  • You will receive a dedicated link via Mercer’s secure portal in January
  • Complete the data file and return via Mercer’s secure portal by 15 March 2024

Have questions? Join our information session

Date: Wednesday 15 November 2023
Time: 10:30-11:15am
Location: Zoom 

Please complete the below form to join the information session and find out more about what is required of organisations to take part in the report. 

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