×

Overview

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, leads the Future of Finance initiative, which is the thought leadership platform for CFA Institute. Her group publishes studies to help investment professionals build their careers and serve their clients more effectively. Their paper Investment Professional of the Future was recently awarded Best Investment Industry Paper of 2019 by Savvy Investor. Ms. Fender has testified before the U.S. House Financial Services Committee AI Task Force on the impact of artificial intelligence on investment roles. She speaks regularly at industry events and has been quoted in the Financial Times, Bloomberg, and the New York Times, among others. Prior to joining CFA Institute, 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

We’re using cookies, but you can turn them off in Privacy Settings. If you use the site without changing settings, you are agreeing to our use of cookies. Learn more in our Privacy Policy.