Trust: The Most Important Part of a Financial Transaction

Trust is at the heart of all financial interactions. It is necessary at the system level as well as between clients and advisers. In the 2022 CFA Institute Investor Trust Study, the fifth in our biennial series, we find investor trust has increased since 2020 across industries and within financial services. Read on to learn how retail and institutional investors are interacting with the factors affecting trust today.

In the 2022 CFA Institute Investor Trust Study, the fifth in our biennial series, we found that trust levels in financial services among retail and institutional investors have increased significantly since 2020. Institutional investors—such as insurance companies, pension funds, endowments, and others—generally have high trust levels in the firms that manage their assets and are satisfied with the value these firms provide. Retail investors also express high trust levels overall, though trust is lower for them than among institutional investors, and importantly, satisfaction differs between retail investors with an adviser and those without an adviser.

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