THE VALUE OF THE

INVESTMENT PROFESSION

CFA UK undertook this report to capture our stakeholders’ views of the investment profession’s role, its effectiveness and value. It is intended to open a discussion that will form the basis of our advocacy work over the next few years.

Our members perform an important social function, but it is one that is not well understood as our Value of the Investment Profession work demonstrates. It is also one that is widely criticised. Some of the criticisms directed at the profession are a consequence of our failure to explain ourselves; others are more fundamental and should be addressed.

CFA UK met and interviewed key individuals and teams at investment firms, consulting firms, clients and companies. We have also talked to representatives in the other stakeholder universe, such as academics, policy-makers and client representative groups.

This report reflects the aggregated views that we’ve heard. Our intention has been to provide a clear, simple explanation of the value that the profession provides, how that value can be enhanced and the role that professionalism plays.

AT EACH OF OUR MEETINGS, WE ASKED FOUR QUESTIONS:

  • What is the value of the investment profession?
  • How can it be evidenced?
  • What inhibits our ability to generate or deliver value?
  • How should we address these obstacles?

We have met or spoken to close to close to 200 people across roughly 100 organisations. It has been a fascinating process and we are extremely grateful to all of those who gave us their time and thoughts.

The outcome of the report will focus on four key areas:

Download icon DOWNLOAD A COPY OF THE FULL REPORT

We welcome all feedback on the report.

Find out what CFA UK are doing to tackle the challenges and how you can get involved.

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