5 May 2020
The survey measured the opinions of both retail and institutional investors in 15 markets globally. In this report, CFA Institute analyzes the dimensions of trust at the system, industry and firm level and finds that investors seek more information, innovation, and influence in their interactions with the investment management industry.
The two significant components of trust are credibility and professionalism, and the study supplies eight action steps organizations and professionals can take to build trust. These can be used as tools for businesses and improve outcomes for investors.
Top line findings:
To review the complete report and survey results, including market-by-market data, visit trust.cfainstitute.org.