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 Putting Investors First

Putting Investors First

What Investors Want 2016.pdf


As an investor in today’s ever-changing, global financial markets, you should be seeking more than above-market returns to measure the competency and integrity of the investment professionals who manage your assets. The need for investors to hire qualified, experienced professionals who embody trust, integrity, and competency has never been as great as it is today.

No credential is as widely regarded in the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards as the Chartered Financial Analyst designation. With more than 100,000 CFA charterholders in over 135 countries and territories and an increasing demand worldwide for the CFA Program, the charter has become the global professional investment credential.

Putting investors first is a fundamental tenant of all CFA (Chartered Financial Analyst) Charterholders and candidates. Investors 1st means the needs and interests of those we serve must come before our own interests or those of our firms. It is important to remember at all times that the money we deal with belongs to others and their interests must be our primary concern.

Whether an individual investor or a large institutional investor (such as insurance companies, pension funds, and mutual funds), investors provide valuable opportunities for economic growth and stability. This leads to increased job creation, rising incomes, a growing tax base, and economic diversity. By serving investor interests over our own, we help ensure that our financial and economic systems will remain strong and sound.


While most people are highly interested in the safety and growth of their investments, many feel under-prepared to make financial decisions. To help with this, we offer an assortment of resources​ designed to help you make informed investment decisions.


CFA Institute has undertaken a significant number of projects in the interest of serving investors, including those who do not make buying decisions but are directly impacted, such as pensioners and taxpayers.


CFA Institute staff across the globe performs significant research and analysis on critical investment topics. As a result, they often provide input globally on proposed regulation or legislation governing financial markets.  We are pleased to make this research available to you.

 Future of Finance


About the Initiative
Future of Finance is a long-term global effort to shape a trustworthy, forward-thinking financial industry that better serves society. It provides tools to motivate and empower the world of finance to create an environment where investors' interests come first, markets function at their best, and economies grow. Its success is driven by ongoing input from an advisory council of prominent global leaders and others in the financial community.