Vision
Our objective in serving our members is to support them in becoming the most trusted and respected investment professionals, ultimately in service of investors.
Our focus is to deliver member value that accelerates the professional success of our members. We aspire to 100% member satisfaction.
How do we deliver member value?
The investment management industry is constantly changing, and our members must evolve to keep pace. Our goal is to help them understand the future of the profession so they can maximize their own success and that of their clients.
We provide members with opportunities to engage with issues affecting the profession, connect with local and global colleagues and access top-tier educational resources throughout their career. We also provide a suite of career support tools, and actively promote the value of the charter, designation, and brand.
Strategic goals