The Next Generation of Trust: Overview
The third in a series about investor trust (others in Sept 2013, Feb 2016)
Objective: Explore the changing nature of trust and relationships in the industry, related to tech, access to information, and changing client base. Trust is the “glue” in the financial ecosystem.
Audience: Investment professionals, CFA Institute members and C-level executives at asset management firms.
Components: Thought leadership + survey data from retail and institutional investors; in partnership with Greenwich Associates.