Future of Finance

Leveraging our global network of members, and working with a distinguished advisory council of industry leaders, we are uniquely positioned to help shape a more trustworthy, forward-thinking investment profession that better serves society.

Our goal is 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. Our Future of Finance work focuses on opportunities for change.


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Research, Analysis, Insights

Our resources help you stay informed about important trends and industry developments:

  • Discovering Phi: This research uncovered motivation as the hidden variable of performance
  • From Trust to Loyalty: A global survey revealed the nature and level of trust within the investment community
  • Gender Diversity Study (PDF): The largest ever survey of investment professionals on the subject of gender diversity
  • ESG Resources: Publications discussing environmental, sustainability, and governance issues in investing

Take Action, Get Involved

Join us in supporting initiatives that prioritize investor interests and improve investor outcomes:

Empower Your Clients

Equip your clients to participate more fully in their financial future: