We are excited to announce the release of Enhancing Investors’ Trust, the fifth in our biennial Investor Trust Study series.
The latest study, which measures trust levels and explores the factors that drive trust in financial services among retail and institutional investors in 15 markets globally, reveals that trust in financial services has reached an all-time high.
The study reveals the following five factors are driving higher trust in financial services:
- Strong market performance
- Fee compression
- Tech-enabled transparency
- Greater access to markets
- New personalized products
Increased use of technology is a major trust factor, simplifying investing by improving access to markets and information. Half of retail investors and more than four-fifths of institutional investors say that increased use of technology has increased trust in their adviser or asset manager, respectively.
The study also finds that personalization is additive to trust, and advisers who understand their clients personally, or provide investment products that align with clients’ personal values and beliefs, can deliver the most value.
Rebecca Fender, CFA, Head of Strategy & Governance for Research, Advocacy and Standards and lead author of the Trust Study, noted opportunities and challenges that come with the report’s findings: “The highs we’re now seeing in investor trust are certainly cause for optimism, but the challenge is sustaining trust even during periods of volatility. Our ongoing examination of the dynamics required to build and maintain investor trust reveals what investors need from their advisers and managers through the highs and lows of market cycles.”
We invite you to explore the following materials and encourage you to promote the study with our marketing materials. Make sure you are following our social channels so you can like, post, and reshare our Trust Study content.
Look out for additional content and resources developed around this study, to be shared with you in the coming months.
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