The Research, Advocacy, and Standards (RAS) team at CFA Institute has released their latest report, “Fun and Games: Investment Gamification and Implications for Capital Markets.”

“Gamification”—the application of game-playing design elements and principles to products or services —can be a powerful tool for increased investor engagement and literacy, driving positive outcomes. On the flip side, gamification can potentially be used by firms to drive excessive trading, induce trading in complex or high-risk products, or encourage other harmful behaviors, all at the expense of clients’ best interests.

Gamification is here to stay, and we need to develop the right set of approaches to maximize its benefits. This paper discusses our recommended approach, comprising principles, conduct, and disclosures.

We invite you to read our press release and explore the report to learn more. To promote this report and its findings to your members, access our social media toolkit.