Close

July 23, 2019

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.

GLOBAL PERSPECTIVE

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 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.

RESEARCH OBJECTIVES

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.