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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, is the Chief of Staff for the Research, Advocacy, and Standards area of CFA Institute. She provides strategic analysis and partners with key stakeholders to develop and implement initiatives, processes, and metrics that will improve the team’s effectiveness.

Previously, she was a member of the industry research team and the founder and leader of the Future of Finance initiative. As the thought leadership platformforCFA Institute, her group published studies to help investment professionals build their careers and serve their clients more effectively.

Ms. Fenderhas 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