Stories by Rick Baert, Erin Chan Ding, Suzanne Cosgrove, Palash Ghosh, Bailey McCann, Julie Tatge, Christine Williamson and Trilbe Wynne
Illustration by Chanelle Nibbelink | Design and development by Elizabeth Davis and Patrick Roth

10 years of success — and a record 100 winners

Marking its 10th anniversary, Pensions & Investments Best Places to Work in Money Management is recognizing 100 firms.

10-Year Winners

Only five firms can claim a 10-year winning streak in the Best Places to Work in Money Management program. Meet these five companies and read on for insights into how they do it.

Baird Asset Management


Baird Asset Management’s focus on engagement and continuous improvement makes it a best place to work.

ClearBridge Investments

New York

ClearBridge’s collaborative culture of employee encouragement, training and support helps workers thrive.

Dana Investment Advisors

Waukesha, Wis.

Dana credits culture for ability to weather the pandemic, and the uncertainty it spawned.

Hamilton Lane Advisors

Conshohocken, Pa.

Hamilton Lane relied on a culture of fun, competition and teamwork to make it one of the best places to work.

Principal Global Investors

Des Moines, Iowa

Principal's mentorship program aims to foster an inclusive culture, helping employees connect around the world.

Managers say the future of work is hybrid for the best of both worlds

Money managers are preparing for a hybrid work schedule after the pandemic has upended traditional ways of working.

How this year's survey was conducted

P&I worked with Best Companies Group to produce the 2021 Best Places to Work in Money Management list.

Money manager winners in P&I’s Best Places to Work program shared their insights on retention and recruitment practices, how to build a strong workplace culture and what the future might hold at the Future of Work conference.

Managers share retention and recruitment tips

Money manager winners in P&I’s Best Places to Work program shared their retention and recruitment practices in a tight job market.

Manager culture, DEI efforts a big focus of top investors

Senior women investment officers are focused on the culture and diversity of money managers and other key metrics going forward.

Culture seen as ‘operating system’ for firm success

The five firms that have earned a spot on the BPTW list each year since 2012 put a premium on communications and personal interaction.

The future of work

Focused approach is needed in new era of work

Vivienne Ming of Socos Labs says managers need to recognize and respect individuals’ strengths to get the best work from their teams.


Additional Resources