The next Generation of trust

A Global Survey on the State of Investor Trust

Why Trust Matters

Trust is the bedrock that supports our financial markets and underpins the investment management industry. Our third investor trust survey examines changing investor expectations and how a new generation of investors and new investment tools are affecting the nature of trust. Investors have a strong level of trust in the financial system overall, and trust in the industry has increased slightly. Nonetheless, challenges remain. Investor expectations are high and there are gaps between what investors want and what the industry delivers.

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The Nature of Investor Trust is Changing


Watch the recap of our webinar from 26 April on the results and implications of the survey.

hand building blocks

8 Steps to Increasing Credibility and Professionalism at Your Firm

Investor trust remains a foundational element for success in the investment industry. This infographic outlines eight steps identified by CFA Institute to increasing trust through credibility and professionalism.

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Market Snapshots

The factors that influence trust vary among cultures, and trust is not given uniformly across markets. Market snapshots highlight how trust is built around the world.

Survey Data Highlights

The Next Generation of Trust data was collected by Greenwich Associates through a 15-minute, online survey conducted in November and December 2017. The survey sampled a total of 3,127 retail investors and 829 institutional investors.