Investment Professional of the Future

Changing Roles, Skills, and Organizational Cultures

A report on the changing roles, skills, and organizational cultures that affect the career path for investment professionals

Investment Professional of the Future

Read the Report (PDF)

As the investment industry undergoes accelerating change, the investment professional of the future must adapt and embrace new challenges and opportunities for career success. This report considers how investment industry roles, skills, and careers (the employee’s lens) and the organizational context and culture (the employer’s lens) are shaping the attributes of the investment professional of the future.

We look out over the next 5-10 years, and define “core investment professionals” as those working in investment industry roles involved with making investment decisions and understanding client needs.

Inputs to the report include a global survey of 3,832 CFA Institute members and candidates, an opinion survey of 133 experts, and inputs from more than 100 participants in industry roundtables and individual interviews.


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