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Strengthening and Safeguarding the UK Crypto Market

Explore insights on UK crypto regulation, market structure, investor protections, and CFA Institute’s policy recommendations for a safer digital future.

Decoding the HKEX IPO Consultation: Our Key Takeaways

CFA Institute and CFA Society Hong Kong respond to HKEX’s IPO reform proposals, highlighting key risks and opportunities for market transparency and fairness.

Don’t Expect Non-GAAP Earnings to Exclude Tariffs—That’s a Good Thing

Tariffs are real, recurring costs and should remain in reported results. It’s up to investors, not companies, to decide whether to adjust for them​.

CFA Institute Is Not Giving Up on the Convergence of GAAP and IFRS

Differences between the US Generally Accepted Accounting Principles and International Finance Reporting Standards accelerate in 2024 annual reports. CFA Institute is vigorously advocating for convergence to be put back on standard setters' agendas.

CFA Institute Global Industry Standards Team Takes on ESG Fund Classification

CFA Institute Global Industry Standards Team addresses the challenges of ESG fund classification in its forthcoming whitepaper that aims to offer clearer and more consistent guidelines for making more informed classification decisions.

Net-Zero Hour

CFA Institute is contributing to the net-zero discussion with the aim to bring clarity around certain issues impacting investors.

CFA Institute Forms Working Group to Address Performance Calculations of Private Funds

CFA Institute forms working group to draft guidance on calculating private fund performance. 

Taking Credit: Navigating the Ethical Challenges of Impact Reporting

As the demand for sustainable investing continues to grow, navigating ethical challenges in impact reporting will be essential.

Getting on Board with TCFD’s Climate Financial Disclosures

The following post summarizes some key ideas from a recent edition of the CFA Institute podcast The Sustainability Story. CFA Institute Senior Director Matt Orsagh, CFA, CIPM, spoke with Curtis Ravenel, senior adviser to former Bank… READ MORE ›

Two Sides of the ESG Debate Are Closer Than They Think

We support the formation of an ISSB because its “first principles” are important to the investment community and would address the full range of sustainability factors (i.e., beyond climate change alone) through which investors assess business performance. Crucially, the ISSB also would establish a global sustainability disclosure baseline, bringing coherence to a fragmented ecosystem in which investors have been forced to be multilingual.