Gustavo Bernal Torres
The CFA Institute Investor Trust Study
In its fourth edition, the study examines how trust in the industry has evolved, while the essential characteristics of trust endure-
The study shows that institutional investors are more likely to consider ESG investing as a way to generate higher risk-adjusted returns, while retail investors mostly look to ESG to express their personal values.
The factors that influence trust vary, and trust is not given uniformly across markets. For example, related to ESG, in Singapore 81% of surveyed investors prioritize improving returns in their ESG assessments over reducing portfolio risk.