The state of investor trust is ever changing. Trust is the bedrock that supports our financial markets and underpins the investment management industry. Our third investor trust survey examines changing investor expectations and how a new generation of investors and new investment tools are affecting the nature of trust.

Investors have a strong level of trust in the financial system overall, and trust in the industry has increased slightly. Nonetheless, challenges remain. Investor expectations are high and there are gaps between what investors want and what the industry delivers.

Rebecca Fender, CFA, head of CFA Institute Future of Finance Initiative, joins Kevin McPartland and Dan Connell of Greenwich Associates to examine changing investor expectations, opportunities to improve trust, and the overall implications of trust in the investment community.

About the Speakers

Rebecca Fender
Rebecca Fender CFA

Rebecca Fender, CFA, is head of the Future of Finance initiative at CFA Institute, a long-term global effort to shape a trustworthy, forward-thinking investment profession that better serves society. Her team works with industry partners, academics, and a volunteer network to produce research and thought leadership papers. Recent publications include “Future State of the Investment Profession,” “The Next Generation of Investor Trust,” “Discovering Phi: Motivation as the Hidden Variable of Performance,” and “Gender Diversity in Investment Management.” Ms. Fender is also the co-leader of the CFA Institute Women in Investment Management initiative and has served as the director of the flagship CFA Institute Annual Conference. She speaks regularly at industry events and has appeared in such media outlets as the Financial Times, Bloomberg, and the New York Times. Previously, Ms. Fender was a vice president at BlackRock, working with pension funds and endowments, and she also worked at Cambridge Associates, where she published research about manager selection. She earned her undergraduate degree in economics from Princeton University and holds an MBA from the Darden School at the University of Virginia.

Kevin McPartland
Kevin McPartland
Dan Connell
Dan Connell

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