Advocacy Talking Points 14 June 2022
Enhancing Investors Trust
2022 CFA Institute Investor Trust Study
Webinar presented by CFA Institute
Webinar PresentationDownload PDF
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 that investor trust has increased since 2020 across all industries and within financial services.
The study gauges the state of investor trust among retail and institutional investors across 15 geographic markets, and explores the factors influencing trust, such as technology, product innovation, personalization, and sustainability. Firms that embrace these trust enhancers can demonstrate their value and build durable client relationships over market cycles.
This webinar presents an overview of the findings and examines how firms can sustain trust in financial services.
- Rhodri Preece, CFA, senior head of research, CFA Institute
- Mary Leung, CFA, head of advocacy for APAC, CFA Institute
Mary is the Head, Advocacy, Asia Pacific at CFA Institute. She leads the team that is responsible for building market integrity in APAC by developing and advocating capital markets policy positions that raises investor protection and fosters sustainable industry growth. She also oversees the promotion and development of Asia-Pacific Research Exchange (ARX), a research hub through which we engage with societies, members, governments, regulators, academia and other industry stakeholders 6o advance the wider CFA Institute mission.
Mary has over 20 years of experience in the global financial industry, having worked in corporate finance, wealth management advisory, and fund management. She joined Coutts & Co, where she was director of Business Development and Management for North Asia. Prior to that she was executive director at UBS AG, where she led the Corporate Advisory Group in Hong Kong. With experience in both the buy- and sell-sides, Mary has a strong understanding of the drivers and dynamics of different investor groups, including institutional investors, corporates, family offices, asset owners, and high-net-worth individuals.
Mary graduated from Peterhouse, Cambridge with a degree in Engineering. She is a CFA charterholder and speaks English, Putonghua, and Cantonese.
Rhodri Preece is Senior Head, Research for CFA Institute and is responsible for leading the organization’s global research activities and publications, managing the research staff and collaborating with leading investment practitioners and academics. CFA Institute produces the highest-calibre research on issues and topics most relevant to the investment industry, including rigorous in-depth research, forward-looking thought leadership content, applied investment insights, and commentary on trending investment topics.
Rhodri previously served as head of capital markets policy EMEA at CFA Institute, where he was responsible for leading capital markets policy activities in the Europe, Middle East and Africa region, including content development and policy engagement.
Mr Preece is a current member of the PRI Academic Network Advisory Committee, and a former member (2014-2018) of the Group of Economic Advisers of the European Securities and Markets Authority (ESMA) Committee on Economic and Markets Analysis.
Prior to joining CFA Institute, Mr. Preece was a manager at PricewaterhouseCoopers LLP in the investment funds group (2002-2008). He has a BSc and a MSc in Economics and is a CFA charterholder since 2006.