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
The duty to protect investor interests belongs to each financial professional.
Putting investors first
Competent and informed investment professionals can make better decisions for their clients and share their knowledge.
Investment strategies and best practices can help clients achieve their retirement goals.
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
The investment profession depends on a global financial system that is resilient.
Safeguarding the system
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
Standards that promote access to information for investors are essential for an open and honest financial system.
Transparency and fairness