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Future of Finance

Leveraging our global network of members, we are uniquely positioned to help shape a more trustworthy, forward-thinking investment profession that better serves society. The Future of Finance works with a distinguished advisory council and a content council of industry leaders who provide input for projects and share our ideas throughout the investment community.

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.

Featured Study: Investment Firm of the Future

The Investment Firm of the Future report explores five business models and how they must shift to address changes in the investment profession over the next 5-10 years.

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Explore the data, models, and narratives

Research, Analysis, and Insights

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

Take Action and 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:

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