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CFA Trust Report Email banner 450w.jpgCFA 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.