During this time of market uncertainty against the backdrop of the coronavirus pandemic, the need for trust in the institutions and advisers that act on behalf of investors, as well as the financial system in which they operate, is starkly apparent. Sound investment decision making is based on trust – it is the bedrock on which financial relationships and transactions occur.
In a new CFA Institute report, Earning Investors Trust, we examine how the desire for information, innovation, and influence are shaping client relationships. This presentation will provide an overview of the key findings, and examine how professionals can build trust in the current market environment.
We will also look at the specific results for Germany and discuss how the Society is well-placed to drive the conviction that trust is essential to success in finance.