Future State of the Investment Industry
CFA Institute
By Rhodri Preece, CFA, Ryan Munson, Roger Urwin, FSIP, Andres Vinelli, Larry Cao, CFA, and Jordan Doyle
Abstract This report frames the most significant developments that will impact the investment industry in the next 5 to 10 years. It provides scenarios for investment organizations to navigate and outlines principle recommendations for firms and professionals.
Read the report here.
Read the report here.