May is ‘Putting Investors First Month’

| 14/05/2015 | 0 Comments

(CNS Business): The CFA Society Cayman Islands will join other CFA Societies from around the world to recognize May as “Putting Investors First Month”, a global movement that seeks to build awareness and unite investment professionals in a commitment to place investor interests above all others. 

investmentCFA Society Cayman Islands will host a free presentation at 5:00 pm on 20 May at the Grand Cayman Marriott Beach Resort with Carl Richards, CFA,  to mark its participation in this global initiative. This is the first annual event in Cayman, which will focus on the importance of saving for retirement and the importance of pension plans.

Throughout the month of May, many of the 144 CFA societies worldwide will host local events, and call attention to the needs and rights of investors by endorsing the Statement of Investor Rights, a list of ten rights that any investor should expect from financial service providers.

“Today our members join a host of investment professionals around the world to stand together for what is right, and in investors’ best interests,” said Neville Hicks, of the CFA Society Cayman. “It is our aim to raise awareness of the paramount responsibility of all financial professionals to protect the interests of investors above all else.”

CFA Cayman officials explained that the “Putting Investors First Month” is part of the CFA Institute Future of Finance initiative, a global effort to shape a trustworthy, forward-thinking financial industry that better serves society.

“We want to encourage investors and investment professionals to share and endorse the Statement of Investor Rights so we can ensure a global commitment to ethical principles and strengthen a culture of ethical behaviour,” said Hicks. “We hope to inspire the financial industry by participating in Putting Investors First Month, be it through our May 20th event or endorsing the Statement of Investor Rights.”


Category: Finance, Financial Services

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