This survey asks asset owners about how they manage assets, report performance, and consider the GIPS® standards when doing so.
CFA Institute is contributing to the net-zero discussion with the aim to bring clarity around certain issues impacting investors.
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CFA Institute forms working group to draft guidance on calculating private fund performance.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 "Guidance Statement on Firms Managing Only Broad Distribution Pooled Funds" addresses how firms that manage only BDPFs can claim compliance with the GIPS standards.
How is your firm complying with the performance requirements of the SEC Marketing Rule?
The numbers speak for themselves: GIPS compliance matters!
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.
Public Investment Fund (PIF), the world’s seventh largest sovereign wealth fund (SWF), has claimed compliance with the CFA Institute Global Investment Performance Standards (GIPS®).
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?