CFA Institute on Investment Firms of the Future, Investor Trust & Sustainable Investments

Jay OwenReforming Global Finance


Investment Firm of the Future 

Investment firms face a future in which change is accelerating. In this report, we set out the changing landscape for investment management and analyze how firms can adapt their models to succeed in this fast-changing environment.

The Next Generation of Trust: A Global Survey on the State of Investor Trust 

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.

Handbook on Sustainable Investments: Background Information and Practical Examples for Institutional Asset Owners 

This handbook is designed to meet the growing demand for a clear overview of sustainable investments as practised today, and explores how sustainable investments have evolved into a mature market.