Five reasons retail investors need transparency from investment firms

NICK POLLARD | March 15, 2019

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Investors’ trust in an investment firm is a significant factor in their decision to hire an adviser. We need to work hard on what we call the 'trust equation', which consists of two critical elements: Credibility and professionalism. Last year, CFA Institute published its third global study on trust called The Next Generation of Investor Trust. We discovered that the nature of trust is changing because of the perceptions of a new generation of investors. Overall, trust in the financial industry among investors--both institutional investors and retail--has risen since our last survey in 2016. While this is good news, it also brings new challenges. With greater transparency comes higher trust but also, higher expectations. That, of course, means that investment firms must be prepared to open their doors and let their customers see the inner workings of their firms.

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For over 20 years, SeLoger.com has been the leader in online real estate in France, bringing together more than 1.4 million real estate ads, accessible every day to millions of French, from any type of screen: computer , mobile phone, tablet and connected TV. SeLoger.com provides an answer to real estate projects of all French. Purchase or rental, old or new, in France or abroad, business real estate, charming houses, vacation rentals, everyone can find the property he is looking for on one of the Group's sites: www .seloger.com; www.immostreet.com; www.selogerneuf.com; www.bellesdemeures.com; www.agorabiz.com; www.lacoteimmo.com; www.vacances.seloger.com; www.a-gites.com; www.vacances.com; www.poliris.fr

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