Future of the Financial Investment Industry

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src="/-/media/images/hero/rpc-theme-heros/blue-rock-industry-future.jpg?w=2560&hash=A186AE10FE152C18564119B680DC628A" srcset="/-/media/images/hero/rpc-theme-heros/blue-rock-industry-future.jpg?w=480&hash=4F92041D6AB5230510C993E6B7C1CE0D 480w, /-/media/images/hero/rpc-theme-heros/blue-rock-industry-future.jpg?w=768&hash=3A0412EA8245C36DC385C8CFA4E952BA 768w, /-/media/images/hero/rpc-theme-heros/blue-rock-industry-future.jpg?w=1200&hash=1D28239D3EDFCCC4382E5C3743A8F786 1200w, /-/media/images/hero/rpc-theme-heros/blue-rock-industry-future.jpg?w=2560&hash=A186AE10FE152C18564119B680DC628A 2560w" sizes="100%" alt="Industry Future"> </picture> <div class="spotlight-hero__container"> <div class="spotlight-hero__text"> <h1 class="spotlight-hero__title">Providing New Insights into the Future of the Profession</h1> <a class="spotlight-hero__cta" href="https://rpc.cfainstitute.org/en/research/browse#sort=%40officialz32xdate%20descending&f:Theme=[Industry%20Future]" >More Industry Future Content</a> </div> </div> </section> <section class="article-grid">  <section class=" grid__item--full-width grid__item--inset grid__item--initial">  <ol class="anchors"> <li class="anchors__item"> <a class="anchors__link" href="#topSection"> Research & Blogs </a> </li> <li class="anchors__item"> <a class="anchors__link" href="#middleSection"> Policy in Action </a> </li> <li class="anchors__item"> <a class="anchors__link" href="#bottomSection"> Be Informed </a> </li> </ol>  </section>   <section id="topSection" class=" grid__item--full-width grid__item--inset grid__item--initial"> <div class="flex__container brand-card__container flex__container--1-up brand-card--horizontal@md brand-card--flipped brand-card--uneven" >  <a href="/en/research/reports/2023/future-state-of-the-investment-industry" class="brand-card flex__item" ><img src="/-/media/images/cards/new-brand-abstract/blue_rock.jpg?h=443&w=664&la=en&hash=249CD032C51C071A0572E42D148C9F04" class="brand-card__media media__ratio--wide" loading="lazy" alt="blue-rock" /> <div class="brand-card__content"> <span class="brand-card__content-category">Research Report</span> <h4 class="brand-card__content-title">Future State of the Investment Industry</h4> <div class="brand-card__content-description"> <span class="brand-card__content-meta">By Rhodri G. Preece, CFA, Ryan Munson, Roger Urwin, FSIP,Andres Vinelli, Larry Cao, CFA, Jordan Doyle, and Editor, Paul McCaffrey</span> This report frames the most significant developments that will affect the investment industry in the next 5–10 years. It provides a road map for investment professionals to navigate the changes and improve client outcomes. </div> </div>  </a> </div> <div class="flex__container brand-card__container flex__container--3-up@md flex__container--large-column-gap" >  <a href="/en/research/reports/2024/smart-beta-direct-indexing-and-index-based-investment-strategies" class="brand-card flex__item" ><img src="/-/media/images/hero/Homepage-Hero-Images/smart-beta-direct-indexing-promotion.jpg?h=436&w=664&la=en&hash=2C3D3F76133B179EE24828582A7CA2F7" class="brand-card__media media__ratio--wide" loading="lazy" alt="Smart Beta, Direct Indexing, and Index-Based Investment Strategies" /> <div class="brand-card__content"> <span class="brand-card__content-category">Research Report</span> <h4 class="brand-card__content-title">Smart Beta, Direct Indexing, and Index-Based Investment Strategies: A Framework</h4> <div class="brand-card__content-description"> <span class="brand-card__content-meta">By Jordan Doyle, and Genevieve Hayman</span> Our report offers an updated framework for active management to capture the full range of index-based strategies and to support informed investment decision making. </div> </div>  </a>  <a href="/en/research/reports/2024/finfluencer-appeal" class="brand-card flex__item" ><img src="/-/media/images/hero/Homepage-Hero-Images/finfluencer-report.jpg?h=442&w=664&la=en&hash=F41EA00B0179FF3545B78DFC215D716B" class="brand-card__media media__ratio--wide" loading="lazy" alt="future-investor" /> <div class="brand-card__content"> <span class="brand-card__content-category">Research Report</span> <h4 class="brand-card__content-title">The Finfluencer Appeal: Investing in the Age of Social Media</h4> <div class="brand-card__content-description"> <span class="brand-card__content-meta">By Serena Espeute, and Rhodri G. Preece, CFA</span> This report examines how young investors use content from financial influencers on social media platforms, such as YouTube, TikTok, and Instagram, to gather information and make investment decisions. </div> </div>  </a>  <a href="/en/research/reports/2023/gen-z-investing" class="brand-card flex__item" ><img src="/-/media/images/cards/Lifestyle-and-Graphic/gen-z-college-students.jpg?h=442&w=664&la=en&hash=072686C991E9DA1C3EEA5584FF76C144" class="brand-card__media media__ratio--wide" loading="lazy" alt="gen-z-college-students" /> <div class="brand-card__content"> <span class="brand-card__content-category">Research Report</span> <h4 class="brand-card__content-title">Gen Z and Investing: Social Media, Crypto, FOMO, and Family</h4> <div class="brand-card__content-description"> <span class="brand-card__content-meta">By CFA Institute, FINRA Investor Education Foundation, and Zeldis Research</span> This research examines Gen Zs attitudes and behaviors around investing. It is based on data from an online survey of 2,872 Gen Zs aged 18-25, Millennials, and Gen Xers across the U.S., Canada, the United Kingdom, and China. </div> </div>  </a> </div> </section>   <section class=" grid__item--full-width grid__item--inset">  <div class="section__separator"> <h2 class="section__header"> Featured Blog </h2> </div>  <div class="flex__container brand-card__container flex__container--1-up brand-card--horizontal@md flex__container--large-column-gap" >  <a href="https://rpc.cfainstitute.org/en/blogpage#q=0683759feaa535e84aeb30157b8eb0c28235acd14307afa9bbf8a43d9c5d" class="brand-card flex__item" ><img src="/-/media/images/cards/blogs/2024/from-tweets-to-trades.jpg?h=996&w=664&la=en&hash=0766CF7330DAB5ED63BBACB58A7AE463" class="brand-card__media media__ratio--wide" loading="lazy" alt="From Tweets to Trades: The Risks of Social Media in Investing" /> <div class="brand-card__content"> <span class="brand-card__content-category">Enterprising Investor</span> <h4 class="brand-card__content-title">From Tweets to Trades: The Risks of Social Media in Investing</h4> <div class="brand-card__content-description"> <span class="brand-card__content-meta">29 Oct 2024</span> Are you able to step outside the confines of social media echo chambers to make informed investment decisions? Austin Barbosa, CFA, explores the mechanisms through which confirmation bias and echo chambers influence investor behavior on social media platforms like X and Reddit and proposes mitigation strategies. </div> </div>  </a> </div> </section>   <section id="middleSection" class=" grid__item--full-width grid__item--inset">  <div class="section__separator"> <h2 class="section__header"> Policy in Action </h2> </div>  <div class="flex__container brand-card__container flex__container--3-up@md flex__container--large-column-gap" > </div> <div class="flex__container brand-card__container flex__container--3-up@md flex__container--large-column-gap" >  <a href="/en/themes/insights/future-of-work/career-engagement" class="brand-card flex__item" ><img src="/-/media/images/cards/new-brand-people-at-work/woman-data-science.jpg?h=443&w=664&la=en&hash=66A24800F11A1F1BCF14D2EBCD25DFB4" class="brand-card__media media__ratio--wide" loading="lazy" alt="woman-data-science" /> <div class="brand-card__content"> <span class="brand-card__content-category">Interactive Tool</span> <h4 class="brand-card__content-title">Career Competencies for the Future of Work</h4> <div class="brand-card__content-description"> This Future of Work Career Comparison tool allows for the selection of up to four investment industry roles to evaluate the structure and competencies associated with each.  The tool gives guidance on the skills, traits, and work structure needed to succeed in each role. </div> </div>  </a>  <a href="/en/policy/comment-letters/2020-2024/financial-promotions-on-social-media-gc23-2" class="brand-card flex__item" ><img src="/-/media/images/cards/Lifestyle-and-Graphic/gen-z-young-woman-investor.jpg?h=443&w=664&la=en&hash=4E6E42BDA2876060B17A9612B486019A" class="brand-card__media media__ratio--wide" loading="lazy" alt="gen-z-young-woman-investor" /> <div class="brand-card__content"> <span class="brand-card__content-category">Comment Letter</span> <h4 class="brand-card__content-title">Financial Promotions on Social Media</h4> <div class="brand-card__content-description"> <span class="brand-card__content-meta">11 Sep 2023</span> CFA Institute and the CFA Society of the UK (CFA UK) respond jointly to the FCA’s consultation on financial promotion on social media (GC23/2). </div> </div>  </a>  <a href="/en/research/reports/2023/audit-gender-gap" class="brand-card flex__item" ><img src="/-/media/images/cards/new-brand-portraits/portrait-woman-5.jpg?h=442&w=664&la=en&hash=4483CE251F79782F685CB97F8E9D0063" class="brand-card__media media__ratio--wide" loading="lazy" alt="portrait-woman-5" /> <div class="brand-card__content"> <span class="brand-card__content-category">Research Report</span> <h4 class="brand-card__content-title">The Audit Gender Gap: Has It Narrowed?</h4> <div class="brand-card__content-description"> <span class="brand-card__content-meta">07 Mar 2023</span> A 2018 CFA Institute study found that women rarely run the biggest audits at Big Four accounting firms. This new report examines updated data to determine whether the gap has changed and how much progress is still needed. </div> </div>  </a> </div> </section>   <section id="bottomSection" class=" grid__item--full-width grid__item--inset">  <div class="section__separator"> <h2 class="section__header"> Be Informed </h2> </div>  <div class="flex__container brand-card__container flex__container--3-up@md flex__container--large-column-gap" >  <a href="/en/research/multimedia/2023/video-clips-future-state-investment-industry-panel-discussion" class="brand-card flex__item" ><img src="/-/media/images/cards/new-brand-people-at-work/large-group-meeting.jpg?h=443&w=664&la=en&hash=35EFCC5F08D71756937677D8F97336D1" class="brand-card__media media__ratio--double" loading="lazy" alt="large group meeting" /> <div class="brand-card__content"> <span class="brand-card__content-category">Videos</span> <h4 class="brand-card__content-title">Video Clips from Future State of the Investment Industry Panel Discussion</h4> <div class="brand-card__content-description"> On 26 September 2023, we celebrated the launch of CFA Institute Research and Policy Center with an expert panel discussion about the most significant developments that will affect the investment industry in the next 5–10 years. </div> </div>  </a>  <a href="https://take15audio.libsyn.com/meir-statman-balancing-wealth-and-wellbeing" class="brand-card flex__item" ><img src="/-/media/images/cards/podcast-page/2024/E520-Meir-Statman-1920x1080.png?h=374&w=664&la=en&hash=7AE818FD18BEF0986776144B3B8681E6" class="brand-card__media media__ratio--double" loading="lazy" alt="E520-Meir Statman-1920x1080" /> <div class="brand-card__content"> <span class="brand-card__content-category">Podcast</span> <h4 class="brand-card__content-title">Meir Statman: Balancing Wealth and Wellbeing</h4> <div class="brand-card__content-description"> This episode of Enterprising Investor features Dr. Meir Statman discussing the role of money in happiness and how mindset can impact investing success. Dr. Statman, a professor at Santa Clara University, recently published a book titled "A Wealth of Wellbeing, A Holistic Approach to Behavioral Finance." </div> </div>  </a>  <a href="https://store.cfainstitute.org/data-science-for-investment-professionals-certificate/" class="brand-card flex__item" rel="noopener noreferrer" target="_blank" ><img src="/-/media/images/cards/Lifestyle-and-Graphic/DS_Cert__46509__42376.jpg?h=499&w=664&la=en&hash=FD8FAC0C1A9061C75BDBFF7445ADC62E" class="brand-card__media media__ratio--double" loading="lazy" alt="man-viewing-monitors" /> <div class="brand-card__content"> <span class="brand-card__content-category">Certificate</span> <h4 class="brand-card__content-title">Data Science for Investment Professionals Certificate</h4> <div class="brand-card__content-description"> Gain practical understanding of data science and machine learning applications in the investment process. </div> </div>  </a> <div class="flex__container brand-card__container flex__container--1-up brand-card--horizontal@md flex__container--medium-column-gap flex__container--medium-row-gap" >  <div class="brand-card flex__item"> <img src="/-/media/images/cards/new-brand-abstract/blue_rock.jpg?h=443&w=664&la=en&hash=249CD032C51C071A0572E42D148C9F04" class="brand-card__media media__ratio--wide" loading="lazy" alt="blue-rock" /> <div class="brand-card__content"> <h3 class="brand-card__content-title">CFA Institute Research and Policy Center Delivers Insights on Investment Industry Transformation </h3> <div class="brand-card__content-description"> <p> CFA Institute Research and Policy Center is addressing the financial investment industry’s journey towards embracing demographic changes, behavioral considerations, evolving technology, and diversity, equity, and inclusion. </p> <p>The theme Providing New Insights into the Future of the Profession focuses less on disruptions to the industry and more on changes from within the industry. It addresses the industry, its efforts to transform itself for the better, and its relationship to the broader investment ecosystem.</p> <p>Our research explores the innovation required for investment organizations and investment professionals to be positioned for future success.</p> </div> </div> </div>  </div> </div> </section>  </section> </main>   <footer class="footer"> <div class="footer__preroll"> <div class="footer__preroll-container"> <div class="footer__about"> <h2 class="footer__about-header h3"> About the Research and Policy Center (RPC) </h2> <p class="footer__about-text"> CFA Institute Research and Policy Center is transforming research insights into actions that strengthen markets, advance ethics, and improve investor outcomes for the ultimate benefit of society. </p> <a class="footer__about-cta button" role="button" href="/en/about" > Learn more about the RPC </a> </div> <div class="footer__latest"> <img class="footer__latest-background" srcset="/-/media/images/cta-background/aerial-skyscrapers.jpg?w=720&hash=5FAB353B5F96BEA739BAF4E906BD906F 720w" sizes="100% 720px" alt="aerial skyscrapers view" /> <h2 class="footer__latest-header h3"> Stay informed on the latest from the RPC </h2> <p class="footer__latest-text"> Sign up to get the latest updates from the RPC right to your inbox </p> <a class="footer__latest-cta button" role="button" href="/en/subscribe" > Subscribe here </a> </div> </div> </div> <div class="footer__top"> <div class="footer__logo cfa-font-weight-bold"> <span class="footer__logo-img"></span> </div> <div class="footer__social-links"> <ul> <li> <a href="http://linkedin.com/showcase/research-and-policy-center" rel="noopener noreferrer" title="Linkedin Page" target="_blank" > <span class="footer__social-icon icon icon--social-li"></span> <span class="sr-only">CFA Institute on LinkedIn</span> </a> </li> <li> <a href="http://www.facebook.com/CFAInstitute" rel="noopener noreferrer" title="Facebook Page" target="_blank" > <span class="footer__social-icon icon icon--social-fb"></span> <span class="sr-only">CFA Institute on Facebook</span> </a> </li> <li> <a href="https://twitter.com/cfainstitute" rel="noopener noreferrer" title="Twitter Page" target="_blank" > <span class="footer__social-icon icon icon--social-twitter"></span> <span class="sr-only">CFA Institute on Twitter</span> </a> </li> <li> <a href="http://e.weibo.com/cfainst" rel="noopener noreferrer" title="Weibo Page" target="_blank" > <span class="footer__social-icon icon icon--social-weibo"></span> <span class="sr-only">CFA Institute on Weibo</span> </a> </li> <li> <a href="/en/ICE-Feeds/RPC-Publications-Feed" rel="noopener noreferrer" title="CFA Institute Research and Policy Center RSS" target="_blank" > <span class="footer__social-icon icon icon--social-rss"></span> <span class="sr-only">Research and Policy Center RSS</span> </a> </li> </ul> </div> </div> <div class="footer__bottom"> <div class="footer__links"> <ul> <li> <a href="https://www.cfainstitute.org/" >CFA Institute</a> </li> <li> <a href="https://profile.cfainstitute.org/ContactUs" target="_blank" rel="noopener noreferrer" >Contact Us</a> </li> <li> <a href="https://www.cfainstitute.org/utility/accessibility" >Accessibility</a> </li> <li> <a href="https://www.cfainstitute.org/about/governance/policies/privacy-policy" title="Privacy Policy" >Privacy Policy</a> </li> <li> <a href="https://www.cfainstitute.org/about/governance/policies/terms-conditions" title="Terms and Conditions" >Terms & Conditions</a> </li> <li> <a href="/en/utility/sitemap" title="Sitemap" >Sitemap</a> </li> </ul> </div> <div class="footer__copyright"> © 2024 CFA Institute Research and Policy Center. 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