Fintech Survey Report – CFA Institute

27 June 2017

Financial Technology (FinTech) is attracting increasing attention from consumers, investors, the investment management industry and regulators across the globe.

Most recently, the Joint Committee of the European Supervisory Authorities (European Banking Authority, European Insurance and Occupational Pensions Authority, and European Securities and Markets Authority) requested comments on a Discussion Paper on the topic of automation in financial advice.

The ambition of this consultation was to provide input into the debate on whether the three ESAs need to adopt measures, if any, in order to promote ‘the safety and soundness of markets and convergence in regulatory practice’.

The Discussion Paper presented a preliminary assessment of the main characteristics of automated financial advice tools as well as their potential benefits, costs, and risks. In order to inform the policy debate, CFA Institute conducted the following global member survey using our Capital Markets opt-in survey panel. The survey was sent to members on the 5th of February 2016 and closed on the 19th of February 2016. 3,803 members were invited to participate in the survey and 775 valid responses were received for a response rate of 20% and a margin of error of ±3.2.

The majority of respondents (56%) are from the Americas region (AMER), 27% from Europe, the Middle East and Africa (EMEA), and 17% from Asia-Pacific (APAC). Among all respondents, 16% are from the European Union (EU).

The full report can be accessed here.

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