CFA Highlight their Vision of the Future

Posted on May 4, 2018 by Editor

The CFA Institute’s 71st annual conference is set to take place this month and ahead of the event they have set the stage for a debate about the future of financial services. Financiers are likely tired of hearing about how their future consists of competing with AI for jobs, yet at a far more nuanced level, the shakeups to the financial industry will shift the focus of professionals across the world.

So what are the major trends that will be central to future finance? According to the CFA, we should all be moving our attention to:

  • Increased Consolidation
  • Fintech
  • Passive Investment
  • Socially Responsible Investing

Moreover, trust, credibility and principled investment have become the new watchwords that all who are involved in the financial sector should be ready to align themselves with. Investment professionals will need to adapt to the future, not the other way around.

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