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Investment Professional of the Future

Published on: Jun 19, 2019

As the investment industry undergoes accelerating change, the investment professional of the future must adapt and embrace new challenges and opportunities for career success. This report considers how investment industry roles, skills, and careers (the employee’s lens) and the organizational context and culture (the employer’s lens) are shaping the attributes of the investment professional of the future.

CFA Institute looks out over the next 5-10 years, and defines “core investment professionals” as those working in investment industry roles involved with making investment decisions and understanding client needs.

Inputs to the report include a global survey of 3,832 CFA Institute members and candidates, an opinion survey of 133 experts, and inputs from more than 100 participants in industry roundtables and individual interviews.

Access the interactive site here

This report is one of the resources developed for members by CFA Institute and CFA Societies to support career navigation and advancement. View more career resources.