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 Future of Finance

hp_future_of_finance_starts_with_you.jpgOur goal, alongside CFA Institute and the other societies, is to motivate and empower the world of finance to become an environment where investor interests come first, markets function at their best, and economies grow. Our Future of Finance work focuses on opportunities for change to help shape a more trustworthy, forward-thinking investment profession that better serves society.

 Take Action, Get Involved

Join us in supporting initiatives that prioritize investor interests and improve investor outcomes:

 Empower Your Clients

Equip your clients to participate more fully in their financial future:


 Research & Analysis

​​​Phi.PNGDiscovering Phi: This research uncovered motivation as the hidden variable of performance

Trust to Loyalty.PNGFrom Trust to Loyalty: A global survey revealed the nature and level of trust within the investment community

Gender Diversity.PNGGender Diversity Study​: The largest ever survey of investment professionals on the subject of gender diversity

ESG.PNGESG Resources: Publications discussing environmental, sustainability, and governance issues in investing​

Bars Image.PNG