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CFA Institute Members Wrap up Month-Long Global Initiative to Raise Awareness for Investor Rights
“The goal of Putting Investors First Month is to build awareness of the fiduciary duty to protect investor interests and ensure that every investment professional understands that their role is, first and foremost, to serve and protect investors,” said John Rogers, CFA, president and CEO of CFA Institute. “This initiative is an important step, but there is much work to be done to reshape the finance industry to return to its core purpose of serving investors and the greater good of society.”
Putting Investors First Month takes place in more than 60 cities worldwide
Throughout the month of May, CFA Institute members participated in the opening and closing of stock exchanges in six markets around the world: Bucharest Stock Exchange, Johannesburg Stock Exchange, London Stock Exchange, New York Stock Exchange, Nigerian Stock Exchange, and Toronto Stock Exchange. In the United States, government officials declared Putting Investors First Month in Colorado, Florida, Georgia, Hawaii, Michigan, Minnesota, Missouri and Washington.
A sampling of other major Putting Investors First Month events throughout the world include:
“CFA societies and members around the world have made a significant effort this month to inspire the industry to ensure that investors’ rights to information, fair and honest advice and accurate assessment of risk and reward is at the core of client service,” said Rogers. “But the effort doesn’t end this week. This event is part of a larger culture shift in finance to commit to putting investors first and shaping a more trustworthy financial industry that better serves investors.”
Putting Investors First Month 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 Month features a series of events and outreach throughout the month of May, hosted by hundreds of CFA Institute members and many of the organization’s 143 member societies worldwide. Putting Investors First Month is part of the Future of Finance project, a long-term global effort to shape a trustworthy, forward-thinking financial industry that better serves society.
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