We are pleased to announce that we were selected as one of Pensions & Investments Best Places to Work in Money Management in 2023 based on our efforts to create a culture that supports employees and fosters their best work.

Read more about our efforts here.

Pensions & Investments partnered with Best Companies Group, a research firm specializing in identifying great places to work, to conduct a two-part survey process of employers and their employees. The first part of the process consisted of evaluating each nominated company’s workplace policies, practices, philosophy, systems, and demographics. The second part consisted of an employee survey to measure the employee experience. For a complete list of the 2023 Pensions & Investments Best Places to Work in Money Management winners and write-ups, go to https://www.pionline.com/best-places-to-work/2023/winners.

Important Disclosure

Pensions & Investments Magazine sponsors an annual survey called “Best Places To Work in Money Management.”  Companies self-select to participate.  Pensions & Investments Magazine will not disclose the number of participants or the percentage of participants that win a “Best Places To Work” award.  We suspect the ratio of award winners to participants is high because responding to the survey requires a considerable amount of work and a company will be willing to participate only if they believe they have a good chance of receiving an award.

The “Best Places To Work” survey covers a wide range of factors including employee benefits and employee recognition efforts.  Employees are given an opportunity to respond anonymously to questions about employee engagement, relationships with supervisors, corporate culture, and other relevant issues.  Employers are unable to filter employees’ responses.

The award cited here is for the year 2023.  The full list of winners was published in Pensions & Investments Magazine on December 12, 2023. Ballentine Partners did not pay or receive any compensation either directly or indirectly.  There is no fee to participate in the ranking/survey process.  Firms need only to register and complete the survey.  Winners are invited to a special recognition dinner, but there is no requirement for a winning firm to attend.