CFA Society France

A Member of the CFA Institute Global Network of Societies

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Putting Investors First is a global initiative of CFA Institute and its members societies that focuses on promoting the needs and rights of investors with the end goal of uniting investment professionals in a commitment to put investor interests above all others.
To build awareness around the importance of this initiative, we, CFA Society France participate in annual Putting Investors First events that inspire our community to foster a market environment where both investment professionals and investors can thrive.​

 Putting Investors First

​What does it really mean to put your clients’ interests first? 

While the idea seems simple and straightforward, in practice it's more complex. Ultimately investment professionals can make changes that build better relationships with clients and investors, improve the bottom line of the firm’s business, and benefit society.

Putting investors first means to

  • Commit to the highest ethical standards, and expect the same of others. Action: Endorse the Statement of Investor Rights and share Realize Your Rights (PDF) with your clients
  • Adapt governance or incentive-related business practices so they align with and support putting the client first. Action: Adopt the CFA Institute Asset Manager Code
  • Focus on assessing and understanding your clients' needs and goals. Action: Incorporate the Integrity List into your practice and raise awareness of it within your organization​​

 Upcoming PIF Event

Gouvernance d'entreprise et RSE : Mythe ou réalité dans un monde post-Brexit?
April 18, 2017 - 6:15pm, Paris​ 

François-Régis Benois, Autorité des Marchés Financiers
Jean-Paul Gauzès, EFRAG, ancien membre du Parlement Européen 
Josina Kamerling, CFA Institute