Future of Finance

Led by CFA Institute, the Future of Finance project is a long-term global initiative to shape a trustworthy, forward-thinking financial industry that better serves society. The project aims to provide the tools to motivate and empower the world of finance to commit to fairness, improved understanding, and personal integrity.

The CFA Institute is a global, nonprofit organization of investment professionals from over 100 countries worldwide.


  • Facilitating dialogue between experts from finance, education and media

  • Market Surveys

Key messages:

The program has produced:

  • Statement of Investor Rights to advise buyers of financial service products of the conduct they are entitled to expect from financial service providers

  • Principles for Investment Reporting to encourage investors to refocus in securing financial future in partnership with investment professionals

  • The Integrity List with 50 Ways to Restore Trust in the Investment Industry

Read more on The CFA Institute website.