The Next Generation of Investor Trust

　　Trust is essential to gaining and retaining clients. This survey shows what matters to individual and institutional investors in 12 major markets, and how the investment industry is doing in relation to client expectations. This is the third CFA Institute investor trust study, and it looks at how the nature of trust has changed over time, especially with the increased use of technology. Differences by generation and geography are outlined, especially as younger investors appear to have different preferences. The bottom line value of trust is evident throughout the client life cycle, and the paper discusses how investment firms can leverage investor trust. China was one of the 12 markets that were surveyed as part of the study. With the global study a separate China country report will be produced and will be presented. According to the study 65% of Chinese investors invest through an adviser as compared to 56% of investors globally so understanding the building blocks of trust and trust through the client lifecycle, two themes in the report, should be of interest to investment professionals in China.

　　主講嘉賓

　　Mr. Robert Stammers, CFA

　　Director of Investor Engagement on the Future of Finance team for CFA Institute

　　Robert Stammers, CFA, is director of Investor Engagement on the Future of Finance team for CFA Institute. Prior to joining CFA Institute, Mr. Stammers was the principal for his founded company, where he consulted to aide real estate owners, lenders, and syndicators, develop and analyze structured real estate investments. As a senior executive for several institutional fund managers, Mr. Stammers was the portfolio manager for a $1 billion enhanced real estate fund, a $1.2 billion private timber fund, and several pension fund separate accounts. Mr. Stammers has his Bachelors of Arts in Economics from Connecticut College, his Masters in Business Administration from Emory University, and was awarded the CFA designation in 1997.

　　活動詳情

　　Date:Tuesday, 3 April 2018

　　Time:19:00 – 20:30 (Registration: 18:30- 19:00)

　　Venue:Thomson Reuters, 30th Floor, AZIA Center, No. 1233, Lujiazui Ring Rd, Pudong New District, Shanghai

　　上海市浦東新區(qū)陸家嘴環(huán)路1233號匯亞大廈30樓湯森路透

　　Cost:

　　- CFA China Members: FREE;

　　- Others : CNY 50 per person

　　CE Credit:1.0

　　Capacity: 60 pax

　　Language:English

　　報名須知

　　Please click "Read more" for registration.

　　請http://cn.mikecrm.com/rtwjD6Z在線報名，不接受其他方式報名。

　　The registration confirmation will be sent by email on 29 March. If you don’t receive any email until 12:00 on 3 March, please contact Miss. Gao at +86 21 5116 7250.

　　報名確認信將在活動前3天通過郵件發(fā)送給大家。如在活動前一天中午12時前未收到郵件，請致電高小姐+86 21 5116 7250咨詢。

　　Please reply to the confirmation email from info-sh@cfa-china.org.cn to cancel your registration.

　　如需取消報名，請在收到確認郵件后，直接回復郵件取消。

　　CFA China Shanghai reserves the right to change the date or cancel the event.

　　CFA中國上海保留變更和取消活動的權利。

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