Trust is a multi-layered concept, and it is essential to the proper functioning of capital markets. Without it, financial interactions would become more inefficient and costly or cease altogether. In the fourth edition of the CFA Institute investor trust study, CFA Institute examines how trust in the industry has evolved, while the essential characteristics of trust endure.
CFA Institute explores two specific types of trust relationships in the investment industry — institutional investors engaged as clients of asset managers and retail investors engaged as clients of investment firms.
CFA Society Poland announces an online discussion (June 3, 10 AM CEST) on key takeaways from the report. We invited experts to discuss how trust has evolved and will change in the future.
- Izabela Olszewska – Warsaw Stock Exchange, Member of Board
- Magdalena Łapsa-Parczewska, CFA – Financial Supervision Authority, Director of Department
- Gary Baker, CFA – CFA Institute, EMEA Managing Director
- Ludmiła Falak-Cyniak, CFA – Aegon PTE, CEO
- Krzysztof Jajuga – CFA Society Poland, President (moderator of the panel)
Check the full report by CFA Institute Earning Investors’ Trust » and find out how the desire for information, innovation, and influence is shaping client relationships.