Future of Finance Global effort to shape a trustworthy, forward-thinking financial industry that better serves society

Together with our global membership body of investment professionals, we are uniquely positioned to shape a trustworthy financial industry. Our goal is to provide tools 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.

Six Areas of Focus

Our work is centered around six areas that are important for the future of the industry and where we can make an impact. The Future of Finance advisory council provides guidance for the initiative.

Make a Difference IndividuallyEmpowering individuals to improve the future of the financial industry


Putting Investors First

Putting Investors First

The duty to protect investor interests belongs to each financial professional.

Putting investors first


Financial Knowledge

Financial Knowledge

Competent and informed investment professionals can make better decisions for their clients and share their knowledge.

Financial knowledge


Retirement Security

Retirement Security

Investment strategies and best practices can help clients achieve their retirement goals.

Retirement security

Make a Difference CollectivelyUsing the strength of our global membership to get a seat at the table on the issues that matter most


Safeguarding the System

Safeguarding the System

The investment profession depends on a global financial system that is resilient.

Safeguarding the system


Regulation and Enforcement

Regulation and Enforcement

The voice of the investor should inform regulation for fair and efficient capital markets around the globe.

Regulation and enforcement


Transparency and Fairness

Transparency and Fairness

Standards that promote access to information for investors are essential for an open and honest financial system.

Transparency and fairness