CFA Institute Future of Finance 2020 Investor Trust Study
CFA Institute Future of Finance 2020 Investor Trust Study has released the fourth edition of its trust survey, Earning Investors' Trust: How the Desire for Information, Innovation, and Influence is shaping client relationships.
The survey measured the opinions of both retail and institutional investors in 15 markets globally, including South Africa. In this report, CFA Institute analyses 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.
Click here to view theFinal Trust Study Report.pdf
Click here to view the Trust Study Exec Summary.pdf
View the officialTrust Study Press Release.pdf
In support of this initiative, CFA Society South Africa hosted a panel discussion with insights on their key findings of the survey with:
Nerina Visser, CFA - President of the CFA Society South Africa
Anne Cabot - Alletzhauser - Head of the Alexander Forbes Research Institute
Andrew Canter, CFA - Chief Investment Officer at Futuregrowth Asset Management
moderator Melville du Plessis, CFA - Vice President of the CFA Society South Africa.
View the discussion here to gain useful information on how to strengthen trust with clients and what actions to take in the South African context.
Click here to view a market snapshot ofSouth Africa.pdf
Visit trust.cfainstitute.org to find the full report, market specific snapshots, and links to multimedia tools.