Putting Investors First

The Putting Investors First Campaign is a global initiative created to encourage financial professionals to place the interests of investors above their own, and build awareness of the fiduciary duty to protect investor interests. The event is presented by CFA Institute, the global association of investment professionals that sets the standard for professional excellence and credentials. Putting Investors First features a series of events and outreach throughout the campaign (3 April – 22 May), hosted by hundreds of CFA Institute members and many of the organization’s 147 member societies worldwide. Putting Investors First is part of the Future of Finance project, a long-term global effort to shape a trustworthy, forward-thinking investment profession that better serves society.​

Putting Investors First Means...

• Commit to the highest ethical standards, and expect the same of others. 
  

• Action: Endorse the Statement of Investor Rights

• Adapt governance or incentive-related business practices so they align with, and support putting the client first. 
  

• Acton: Adopt the Asset Manager Code of Professional Conduct

• Focus on assessing and understanding your clients' needs and goals. 
  

• Action: Build these skills in yourself and equip your clients to actively participate in their investment decision.

Resources

Every successful product is the fruit of hard work, and this applies to every field of business. Intuition alone is not enough to create a product that people will love and use. You also need to do your research, thinking, planning, differentiating yourself, and more. Write about some of the challenges you faced in designing this product and what steps you and your team took to overcome them.