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CFA Institute forms working group to draft guidance on calculating private fund performance.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

Revisions to the CFA Institute Code of Ethics and Standards of Professional Conduct

In 2023, the CFA Institute Board of Governors voted to revise the Standards of Professional Conduct in three areas. The changes became effective 1 January 2024.

Lessons for India from LIBOR Transition

The London Interbank Offered Rate (LIBOR) transition is a landmark event, and most discussions in India have focussed on the impact. The lessons the LIBOR transition holds for Indian benchmark reforms are more interesting.

Regaining Trust

Trust in the financial industry remains low more than a decade after the global financial crisis.

Opening Doors to Your Future

Investment firms are accepting the premise that they need to change their cultures and increase diversity. We need to change cultural norms, working to challenge embedded views along with overt and unconscious biases.

Is the Proxy Advisory Industry in Danger?

The Securities and Exchange Commission (SEC or the Commission) appears set to unveil new oversight for firms that advise investors on voting their shares in public companies.

Nine Cursory Observations About WeWork

WeWork. Where to begin? Here’s a cursory look so far.

EMIR: Regulating Systemically Important Central Counterparties

To improve the transparency and stability of the financial system in the aftermath of the global financial crisis, EMIR has imposed three new regulatory requirements.

Embracing the Inevitable: ESG Disclosures

When it comes to ESG reporting, survey respondents and roundtable participants say that they incorporate governance factors into their investment analysis to a greater extent than they incorporate environmental and social factors.