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Enhancing Investors’ Trust 2022 CFA Institute Investor Trust StudyContents Executive Summary 3 4 I. Methodology and Demographics II. A Divided Landscape: The State of Investor Trust III. The Trust Multiplier: Technology 5 16 21 24 IV. The Plus Factors: Values and Personal Connection V. Actions to Build Lasting Investor Trust 2 ENHANCING INVESTORS’ TRUSTExecutive Summary Trust, in some form, is at the center of all financial transactions. Investors must have confidence in the financial system overall, and trust is especially important for investment management, since client outcomes manifest only over a future horizon Industry leaders must understand the drivers of investor trust so they can deliver the most value In Section II, we examine the trust divide among investor cohorts, including differences across geographic markets, between generations, and between retail trust Personalization is additive to trust, and advisers can increase their effectiveness if they understand their clients personally and provide investment products that align with clients’ personal values and beliefs Investment products and strategies that incorporate sustainability preference