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Putting investors first means to:

  • Commit to the highest ethical standards, and expect the same of others. 
    Action: Endorse the Statement of Investor Rights (PDF) 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
  • Participate in member society Putting Investors First events. 
    Action: Contact your local member society to see how you can get involved.​






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