The Next Generation of Trust


Investor trust is the bedrock that supports our financial markets and underpins the investment management industry. The third CFA Institute investor trust survey examines changing investor expectations and how a new generation of investors and new investment tools are affecting the nature of trust.

Based on a study of 3000+ retail investors and 800+ institutional investors around the world, this presentation will cover key findings such as:

  • How investor trust levels in financial services compares to other industries, and how trust levels are changing
  • The biggest gaps between what investors want and what they are currently getting, including differences by client age
  • The impact of technology on trust
  • The bottom line value of trust as it relates to manager selection and retention
  • The CFA Institute Trust Equation: 8 actions investment firms can take to build trust and value