CFA Institute, GSIA, and PRI have aligned our definitions of five key responsible investment approaches.
The 27th Annual GIPS Standards Conference did not disappoint.
Which of the newly adopted CFA Institute Standards of Professional Conduct were at issue in the Global Ethics Day Ethics in Practice case?
Can you recognize which of the newly adopted CFA Institute Standards of Professional Conduct are at issue in the case?
What are the key elements of the Exposure Draft of the Guidance Statement for OCIO Strategies and what were the circumstances that led to its creation?
The latest regulatory developments and the current state of SEC examinations, among other topics, will be front and center at the GIPS Standards Conference in Chicago.
While the FASB's proposed partial disaggregation would be helpful to investors, we are discouraged by its limited scope after waiting so many years.
Social media is borderless. Regulation is not. That's why global cooperation among regulators is necessary to deliver the best possible outcomes for consumers.
CFA Institute voluntary standards provide guidance for firms looking to establish policies for how errors in investment performance should be handled.
PCAOB audit partner transparency data provided a leading indicator of audit quality issues.
First Republic’s investment of its significant uninsured deposits in jumbo loans left it illiquid in a rising interest rate environment.
FASB should phase out held-to-maturity (HTM) accounting.
When it comes to the EU Commission's Taxonomy and SFDR statutes, good data is hard to find.
Global investors see need for SOX-like enhancements globally.
The following post summarizes some key ideas from a recent edition of the CFA Institute podcast The Sustainability Story. CFA Institute’s Matt Orsagh, CFA, CIPM spoke with Barbara Davidson, head of accounting, audit and disclosure at Carbon Tracker. In this podcast, Ms. Davidson talks about how bad the level of climate disclosures is for carbon intensive companies, especially in the US.