World Investor Week 2024
World Investor Week is a global campaign to raise awareness of the importance of investor education and protection.
The initiative is promoted by the International Organisation of Securities Commissions (IOSCO) and this year’s themes focus on investor resilience and sustainable finance.
The Authority is once again supporting World Investor Week by reinforcing the key messages via its engagement and outreach.
This work forms part of the Authority’s efforts to protect consumers, reduce financial crime and maintain confidence in the financial services sector.
Key messages for World Investor Week 2024
Technology and Digital Finance: A smart investor
- Takes the time to be informed when making investment decisions, even in the context of today’s fast-paced nature of
- Understands how to use digital tools that can help with their finances and knows that those tools do not prevent loss or fraud and that they must continue to conduct independent, thorough research on every investment
- Knows how to distinguish legitimate versus inaccurate sources of information online.
- Understands that finfluencers can have conflicts of interest and might receive payment for the investment opportunities they promote
- Understands that social media finfluencers cannot know the personal circumstances of their followers, so their recommendations could be unsuitable.
- Understands the new possibilities that arising technologies, such as artificial intelligence, and other digital features like gamification and metaverse offer for the way they invest but is aware of any potential negative influence on their actions due to behavioural
- Recognises the inherent risks associated with practices such as Digital Engagement Practices, Copy Trading, and Fractional Trading and how they align with personal risk
Crypto-assets: A smart investor
- Understands the investment products and risks associated with crypto
- Recognises that fraudsters actively seek to take advantage of investor interest in crypto-assets to encourage them to “invest” and steal their money. For instance, transnational criminal organisations are actively trying to lure unsuspecting investors to invest in crypto-assets through a fraud that the operators refer to as “pig ”
- Realizes that crypto-assets can be irrevocably transferred overseas in
- Knows that due diligence is even more important when involving crypto-assets, given that many crypto-asset participants are operating outside of, and/or in non-compliance with, applicable regulatory frameworks and given the propensity for misleading/celebrity
- Verifies if the crypto-asset transactional platform is registered, licensed, or otherwise authorized to operate within the jurisdiction in which it is offering products or services
Sustainable Finance: A smart investor
- Recognises that sustainable finance may be referred to in many different ways, such as environmental, social, and governance (ESG) investing, socially responsible investing, and impact
- Reviews an investment's disclosure documents to see how relevant disclosures weigh various ESG or sustainable finance
- Considers whether an investment's stated approach to sustainable finance matches the investor's investment goals, objectives, risk tolerance, and preferences.
- Evaluates each sustainable finance investment opportunity as unique and on its own
Short videos are available to view at: