CFA UK undertook a report, called Value of the Investment Profession, to capture our stakeholders’ views of the investment profession’s role, its effectiveness and value. It is intended to open a discussion that will form the basis of our advocacy work over the next few years.
Our members perform an important social function, but it is one that is not well understood as the report demonstrates. It is also one that is widely criticised. Some of the criticisms directed at the profession are a consequence of our failure to explain ourselves; others are more fundamental and should be addressed.