Future State of the Investment Industry
CFA Institute
Monday, September 11, 2023
by:

Section: Taxes




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.
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