08 May 2020
Information, innovation, and influence are the three themes contributing to investor trust today.
How the Desire for Information, Innovation, and Influence is Shaping Client Relationships
The concept of trust is complex and multi-layered, and it is essential to the proper functioning of the financial system, the financial services industry, and investment firms. Transactions cannot occur effectively without trust, whether it is the purchase of a small security or the controlling interest in a multi-billion-dollar firm. Investment professionals must understand these influences and their interactions in order to build effective client relationships.
For the investment industry, the questions we must explore today are: What does it take for someone to put their capital at risk and entrust their funds to someone else to manage?
Download the full report