Key messages for IOSCO World Investor Week
- Frauds and Scams Prevention

 

A smart investor:

  • Avoids "get rich quick" and "can't lose" schemes; if it looks too good to be true, it probably is
  • Researches investment opportunities independently
  • Is suspicious of requests to wire money out of the country
  • Never discloses personal information on an unexpected call or other communication
  • Ensures the use of strong passwords and good data security practices such as two-factor authentication on accounts containing financial data
  • Never feels rushed and ignores over-the-top sales pitches and pressure to invest right on the spot

 

Key messages for IOSCO World Investor Week
- Sustainable Finance

 

A smart investor:

  • Realizes that sustainable finance may be referred to in many different ways, such as environmental, social, and governance (ESG) investing, socially responsible investing, and impact investing
  • Reviews an investment's disclosure documents to see how it weighs various ESG or sustainable finance factors
  • Considers whether an investment's stated approach to sustainable finance matches the investor's investment goals, objectives, risk tolerance and preferences
  • Understands that each sustainable finance investment opportunity is unique, and should be evaluated on its own terms

 

Key messages for IOSCO World Investor Week
- Investing Basics

 

A smart investor:

  • Verifies that an investment professional is licensed
  • Conducts research on a product before investing
  • Understands that risk exists in all investments
  • Recognizes the power of compound interest
  • Recognizes the importance of diversification
  • Assesses the impact of fees when choosing an investment
  • Plans for and invests according to his/her future needs and goals
  • Recognizes the benefit of long-term, regular and diversified investment
  • Plans for life's unexpected challenges and investing in uncertain times

 

Key messages for IOSCO World Investor Week
- ICOs, digital assets, and investing online

 

A smart investor:

  • Understands the risks that are associated with initial coin offerings and crypto-assets in general and is careful in deciding whether to invest in these products
  • Does not forget about the importance of due diligence when considering investments in online and digital environments
  • Recognizes the red flag warning signs of online investment fraud
  • Never invests based solely on a celebrity endorsement
  • Understands the methods in which legitimate firms receive money for investments