The nature of trust can be difficult to assess and quantify, but everyone knows we need trust to make society work.

Nowhere is this more evident than in the world of finance, where well-functioning markets are necessary to create value, and in investment services, where experts work to safeguard and grow the financial wealth of their clients.

In this investor trust study the CFA Institute analyzes trends in investor trust and provides recommendations for investment practitioners on how to improve trust with clients.  The nature of trust is changing because of a new generation of investors and a new generation of investing technologies.​

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Methodology

The survey sampled 3,127 retail investors 25+ years old and with investable assets of at least US$100,000 in the US, Canada, Brazil, UK, France, Germany, UAE, Australia, India, Singapore, China, and Hong Kong. It also sampled 829 institutional investors with assets of US$50 million or more in these markets.