Disclosure
Earnings releases may look like 10-Qs, but they’re not. Without mandated quarterly filings, investors lose key protections—independent review, management certification, and full financial disclosure—that safeguard market integrity and transparency.
Explore insights on UK crypto regulation, market structure, investor protections, and CFA Institute’s policy recommendations for a safer digital future.
CFA Institute and CFA Society Hong Kong respond to HKEX’s IPO reform proposals, highlighting key risks and opportunities for market transparency and fairness.
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.
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 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.
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CFA Institute forms working group to draft guidance on calculating private fund performance.
As the demand for sustainable investing continues to grow, navigating ethical challenges in impact reporting will be essential.
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 ›