CFA Institute & Edelman Investor Trust StudyInvestor trust fragile, aligned interests valued highly

Executive Summary

Of investors trust the financial services industry
Agree they have fair opportunity to profit by investing in capital markets
Cite "trusted to act in my best interest" as most important attribute in hiring an investment manager

Download the executive summary (PDF)

The CFA Institute & Edelman Investor Trust Study examines trust by investors in investment managers, and explores what dimensions influence that level of trust. This study builds on the Edelman Trust Barometer which explores the levels of trust informed members of the public have in a variety of business, NGO, and government institutions globally.

The Investor Trust Study surveyed over 2,100 retail and institutional investors in the United States, United Kingdom, Hong Kong, Australia, and Canada, and finds that while a slim majority of respondents trust investment managers, the level of trust is fragile. The study finds that beyond the usual financial issues of performance and fees, investors place value on alignment of interests in their consideration of which managers to hire.

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