INVESTOR TRUST STUDY – CFA INSTITUTE & EDELMAN
THE VALUE OF TRUST
Strong performance alone is no longer enough for investment management professionals to earn investors’ trust. Behavior – and the ability to demonstrate aligned interest – is also of foremost importance.
Investors worldwide say that trusting an investment manager to act in their best interest is the single most important factor in making a hiring decision. Achieving high returns was cited only half as often, and fee amounts or structure only one-fi fth. Trust is the backbone of client relationships in the investment management business, yet it is undeniably fragile. To better understand why, CFA Institute and Edelman commissioned Edelman Berland to develop the CFA Institute/Edelman Investor Trust Study.
The respondent sample includes the opinions of institutional and retail investors in the United States, United Kingdom, Hong Kong, Canada, and Australia on the state of trust in the investment management community.
To better understand the dimensions that shape investor perceptions of trust in investment managers, as well as the actions that help to build trust.
Click below for more about this study.