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STRATUSWORKFORCE SCAN
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Industry group, 5259

Other Investment Pools and Funds

19,960 people work in this industry in the US, at mean pay of $130,780 a year (BLS, May 2025). What follows is how much of their working time the best AI models could finish, when, and in which jobs and tasks. Estimates.

now
30%

of the paid hours. Estimate.

$761M

a year: 11 million hours at what they cost. Not a forecast of savings.

Kinds of work
  • 71%
  • 20%
  • 8%
10%

of the paid hours are within reach now in tasks people already bring to Claude. Another 20% is within reach in tasks not yet seen there.

Across the US: 22% within reach now and 37% by the end of 2028, on the long-run pace at four in five.

Share of the paid hours within reach, now to 2030

0%25%50%75%100%2027202820292030NowDesk work: 71% of the time
Chosen to Ceiling: the share
DateNow
NowEnd of 2030

What each choice means: , , , , . Every pace starts from .

How far this has come

With GPT-4, measured in March 2023, 0% of this industry's paid hours were within reach at . With Claude 3.7 Sonnet, measured in February 2025, 1%. With Claude Mythos Preview (early), measured in April 2026, 24%. Today's estimate: 30%.

0%10%20%30%40%2023202420252026GPT-4, March 2023: 0% within reachGPT-4 Turbo (Nov 2023), November 2023: 0% within reachGPT-4o, May 2024: 0% within reachClaude 3.5 Sonnet (June 2024), June 2024: 0% within reacho1-preview, September 2024: 0% within reachClaude 3.5 Sonnet (Oct 2024), October 2024: 0% within reacho1, December 2024: 0% within reachClaude 3.7 Sonnet, February 2025: 1% within reacho3, April 2025: 4% within reachGPT-5, August 2025: 6% within reachGemini 3 Pro, November 2025: 9% within reachClaude Opus 4.5, November 2025: 9% within reachGPT-5.2, December 2025: 11% within reachClaude Opus 4.6, February 2026: 11% within reachClaude Mythos Preview (early), April 2026: 24% within reachToday (estimate), September 2026: 30% within reach
Each step is a new best model measured by METR, four in five; the dashed end is today's estimate. Point at a dot for the model.

A backcast: today's task data with the best model METR had measured by each date. It shows how fast the models have moved, not what anyone forecast at the time.

Where the hours are

Jobs by hours within reach now. The 33 largest jobs hold 95% of the people.

People: BLS counts for this industry, May 2025. Pay here: the median paid for the job in this industry, else its mean, else the national median. 26 smaller jobs (840 people) count in every total but are not listed. Task data covers 90% of the industry's people; the rest are in BLS "all other" groups with no task list, or in counts BLS does not publish.

The tasks with the most hours within reach by the end of 2028

Across the whole industry, on the chosen pace and reliability.

  1. Evaluate financial reporting systems, accounting or collection procedures, or investment activities and make recommendations for changes to procedures, operating systems, budgets, or other financial control functions.Financial Managers
    556,269 hours94% of the task within reach
  2. Prepare all materials for transactions or execution of deals.Financial and Investment Analysts
    486,920 hours90% of the task within reach
  3. Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.Personal Financial Advisors
    483,094 hours100% of the task within reach
  4. Develop or analyze information to assess the current or future financial status of firms.Financial Managers
    453,420 hours96% of the task within reach
  5. Prepare, examine, or analyze accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.Accountants and Auditors
    452,337 hours98% of the task within reach
  6. Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.Financial and Investment Analysts
    399,114 hours98% of the task within reach
  7. Conduct financial analyses related to investments in green construction or green retrofitting projects.Financial and Investment Analysts
    399,114 hours98% of the task within reach
  8. Prepare financial or regulatory reports required by laws, regulations, or boards of directors.Financial Managers
    388,112 hours96% of the task within reach
  9. Manage client portfolios, keeping client plans up-to-date.Personal Financial Advisors
    364,814 hours100% of the task within reach
  10. Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.Financial and Investment Analysts
    333,211 hours98% of the task within reach

Scan a typical company in this industry

The industry's largest jobs, in the proportions BLS counts across the whole industry, at the pay it pays, run through the company scan. A starting point before you have a roster, or a benchmark for the one you have.

Next to this industry

Within reach now and by the end of 2028, long-run pace, four in five.

How it is built: BLS counts the people in each job in this industry; each job's tasks and their lengths give its share within reach at a date; the industry's share is those shares weighted by people. Value is pay times 1.43 for benefits and payroll costs. Seen in Claude use splits today's share by whether Anthropic saw people bring each task to Claude in 2025; other AI tools are not counted. How it works