Future State of the Investment Industry attracts essentially the most clicks in 2023.

The CFA Institute Research and Policy Center (RPC) focuses on 4 forward-looking analysis themes to drive content material engagement, motion, and outcomes. These themes are Capital Markets (Strengthening the Structural Resiliency of Capital Markets); Technology (Understanding the Latest Developments in Data Analytics, Technology, and Automation); Industry Future (Providing New Insights into the Future of the Profession); and Sustainability (Advancing the Industry’s Thinking on Sustainability Challenges).

What follows are the preferred high 5 articles of 2023 that align with the Way forward for the Occupation theme printed on the RPC since its inception. Offering New Insights into the Way forward for the Occupation focuses much less on disruptions to the trade and extra on modifications from inside the trade. It addresses the trade, its efforts to remodel itself for the higher, and its relationship to the broader funding ecosystem. Our analysis explores the innovation required for funding organizations and funding professionals to be positioned for future success.

1. Future State of the Investment Industry

This report frames essentially the most vital developments that can have an effect on the funding trade within the subsequent 5 to 10 years and gives a highway map for funding professionals to navigate the modifications and enhance consumer outcomes.

2. “Gen Z and Investing: Social Media, Crypto, FOMO, and Family”

This analysis — produced by a collaboration between the FINRA Investor Schooling Basis and CFA Institute and executed in partnership with Zeldis Analysis Associates — examines Gen Z’s attitudes and behaviors round investing. It’s based mostly on information from a November and December 2022 on-line survey of two,872 Gen Zs aged 18 to 25, Millennials, and Gen Xers.

3. “Financial Promotions on Social Media (GC23/2)”

On this remark letter, CFA Institute, represented by Olivier Fines, CFA, and Serena Espeute, and the CFA Society of the UK (CFA UK), represented by Will Goodhart and Andrew Burton, reply collectively to the session on monetary promotion on social media by the Monetary Conduct Authority (FCA) of the UK.

4. “The Audit Gender Gap: Has It Narrowed?”

A 2018 CFA Institute study discovered that girls hardly ever run the most important audits at Large 4 accounting corporations. On this report, Sandra J. Peters, CPA, CFA, examines up to date information to find out whether or not the hole has modified and the way a lot progress continues to be wanted.

5. “Rhodri Preece, CFA, and Ryan Munson: Future State of the Investment Industry Podcast”

On this episode of Guiding Assets, host Mike Wallberg, CFA, speaks with Rhodri Preece, CFA, and Ryan Munson from the CFA Institute Analysis and Coverage Heart concerning the Future State of the Funding Business report. The report explores 4 potential situations for the trade and the way it could also be formed within the subsequent 5 to 10 years. They focus on the objectives of the report and the underlying analysis course of, and supply helpful insights into the most important developments and disruptors affecting the funding trade.

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All posts are the opinion of the writer. As such, they shouldn’t be construed as funding recommendation, nor do the opinions expressed essentially replicate the views of CFA Institute or the writer’s employer.

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