Trust in investment management is more valuable than ever

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:

• Investors, institutions and the advisers that act on their behalf are having to adapt, but those with a trusted relationship are much better equipped to navigate market disruption
• Investors are looking for more information, innovation, and influence in their interactions with the investment management industry
• The two significant components of trust that investment firms and advisers should build are credibility and professionalism

To review the complete report and survey results, including market-by-market data, visit trust.cfainstitute.org.

Medienmitteilung (German)

Communiqué de presse (French)