Views on improving the integrity of global capital markets
What Is Non-Real Impact in Carbon Metrics?

Learn how market volatility can distort carbon metric comparisons over time, complicate medium-term target setting, and create additional reporting challenges.

AI in Investment Management: Ethics Case Study Part II

The use of AI technology in the investment management process and client communications holds many ethical dimensions. This is the second part of a case study through the lens of CFA Institute's Code of Ethics and Standards of Professional Conduct.

AI in Investment Management: Ethics Case Study

Can you identify the ethical issues that arise in this specific use case of AI in the investment management process and related client communications?

GIPS Annual: The Best Conference Yet! Digital Content Package Available

Get the digital package and have the 28th Annual GIPS Standards Annual Conference at your fingertips.

CFA Institute/IAA Issue Survey Report on Firm Practices for Complying with the SEC Marketing Rule

Survey results: How firms are dealing with some of the most challenging issues in the SEC Marketing Rule.

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.

CFA Institute Launches Asset Owner Survey

This survey asks asset owners about how they manage assets, report performance, and consider the GIPS® standards when doing so.

Net-Zero Hour

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

Climate Data in the Investment Process: Challenges, Resources, and Considerations

Investors should not be deterred from using climate-related data, despite its imperfections. Instead, they should understand the data’s risks and limitations and apply judgment to make effective use of it. Investors can help improve the current state of climate-related data by encouraging issuers to adopt global disclosure standards and advocating for disclosure regulations.

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.

How Firms Managing Only Pooled Funds Can Claim GIPS Compliance

The "Guidance Statement on Firms Managing Only Broad Distribution Pooled Funds" addresses how firms that manage only BDPFs can claim compliance with the GIPS standards.

Take the SEC Marketing Rule Survey by 1 April  

How is your firm complying with the performance requirements of the SEC Marketing Rule?

GIPS Compliance by the Numbers

The numbers speak for themselves: GIPS compliance matters!



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