Views on improving the integrity of global capital markets
The Power of Nudges in Financial Advice

Beware the nudge: Many people do not realize this, but we often are swayed in our decision-making processes by our emotions, the methods by which products or services are marketed to us, and the context of our current situation or surroundings. Nudges strategically and effectively make use of biases and mental shortcuts to influence behaviour and decisions while preserving freedom of choice.

Blockchain and XBRL: The Myth

Break the myth: The assumption that blockchain could replace XBRL in the production of financial information is incorrect. Blockchain is not a data standard. And XBRL is not a distributed ledger.

Systemic Risk Council Calls for Renewed Debate on Reforms for Financial System Stability

Ahead of a webinar Wednesday, October 14, 2020, the Systemic Risk Council (SRC) today has issued a paper on further possible measures to underpin the resilience and stability of the financial system. The webinar is titled: READ MORE ›

India’s Broking Scandal and Its Aftermath Has Implications for Market Integrity and Efficiency

A brokerage scandal in India led to an immediate reform which did not go through a consultation process. The resulting rules have had a significant unintended impact on client experience, which has varied across brokerages.

Short-Termism Revisited

CFA Institute takes a new look at short-termism in the report Short-Termism Revisited: Improvements Made and Challenges in Investing for the Long-Term. The numbers don’t lie.

The complaint that financial markets are too… READ MORE ›

CFA Institute Weighs in on Including Climate Change Analysis in the Investment Process

The CFA Institute report, Climate Change Analysis in the Investment Process, focuses on the physical and transition risks climate change is projected to create; explains to investors carbon markets; and reviews the resources available for investors looking for the best climate change integration tools.

Is Covid-19 Make or Break for the EU?

CFA Institute Systemic Risk Council members discuss the challenges facing the EU as it responds collectively to the crisis created by Covid-19.

Should the Financial System Be Worried — Again — About Investment Fund Leverage? A review of ESMA’s Recent Consultation on Article 25 of AIFMD

CFA Institute say the total size of assets under management is not a sufficiently clear-cut measure to declare that an asset management firm could be systemic just as a bank would be by looking at its balance sheet assets.

Eight Months Left to Apply for US$20,000 Prize on Ethics and Trust in Finance for a Sustainable Future

Win US$20,000 for essay on Ethics and Trust in Finance for a Sustainable Future. Co-sponsored by CFA Institute.

Blockchain and the Consumption of Financial Information — an Investor Perspective

For blockchains to be adopted they must be standardized and provide interoperability solutions. To be of real value content and nomenclature must be consistent. For this to happens regulators need to work with industry and standard setting initiatives.

CFA Institute Supports Intent of Sustainability Standard Setters to Work Together

CFA Institute supports the alignment among the leading sustainability and integrated reporting organizations—SASB, GRI, IIRC, CDSB and CDP— in advancing a sustainability standards discussion.

ESG Disclosure: Why Only the Development of a Global Standard Can Further Enhance Sustainability Practices in the Financial Sector

CFA Institute supports the “template” approach that the European Supervisory Authorities have taken ESG disclosures ensuring they are included in the description of adverse sustainability impact of investment decisions.

Can Blockchain Technology Help with The Production of Financial Reporting Information?

A recent CFA Institute report discusses what a blockchain is and answers the question posed in the article title, Can Blockchain Technology Help with The Production of Financial Reporting Information?

CFO Article on Buffett Garners Comment from Prominent Investor. We Argue Mr. Graham’s View is Minority Among Investment Professionals

Our outreach and investor engagement tells us this accounting – a position we have had for over thirty years – is preferred by investors as it more prominently and transparently displays investment market risks. If an investor does not prefer this accounting, they can easily adjust to remove these unrealized gains or losses – having been fully informed by this more prominent presentation.

Indian MCA Proposes Audit Reform to Improve Quality

In a market like India, where corporate governance concerns are top of mind for investors, the role of auditors in providing assurance to investors is critical.



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