Digitalization and democratizations are reshaping how capital markets operate. Both investors and corporate issuers have changing needs and expectations, and a range of new actors are joining traditional financial institutions to meet this demand.
The Global Retail Investing Survey Initiative explores how industry and policymakers can help foster individual participation in capital markets and promote responsible investing and financial well-being amidst these broader changes.
Understanding gaps in trust and access
Reduce gaps in trust and access for individuals within capital markets by conducting global surveys, which will measure progress over time and inform key stakeholders about existing gaps.
Innovating on financial education
Build on the current financial education momentum by gathering key stakeholders and pushing forward activities both in the public and private sector to broaden financial education efforts and access.
Building a responsible investing ecosystem
Foster a responsible retail investor ecosystem by building frameworks and calls to action on best practices, with the wider goal of improving global long-term financial wellbeing.