Global Practices

Only Half of Investors Trust Investment Management Firms to Do What Is Right



As an extension of our hallmark Edelman Trust Barometer research, we partnered with leading industry expert CFA Institute to create the CFA Institute & Edelman Investor Trust Study.

The study helps us better understand the dimensions and actions that shape investors’ trust in investment management firms. It includes insights from institutional and retail investors in the U.S., UK, Hong Kong, Australia and Canada, and its results should serve as a wake-up call for the investment profession.

Why? Because we are five years out from the financial crisis, and only half (53 percent) of investors trust their investment management firms to do what is right. And while investors’ trust in those who act on their behalf is fragile, they trust the capital markets more broadly; 73 percent say they are optimistic about their ability to earn a fair return.

This gap between faith in the markets and trust in individual firms will need to close. And we learned from investors who should be responsible for building trust and how it should be done. Over the next five years, investment management professionals and other industry stakeholders will need to go beyond delivering strong performance and act in the best interest of their investors.

My colleagues will dive into these findings further here at a later date. In the meantime, please watch the following video and share in the comments your perceptions of trust in the investment management industry.

Ben Boyd is global chair of Edelman’s Corporate practice.

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