Views on improving the integrity of global capital markets
When It Is Smart to Say No: Exploring the Concept of Intelligent Disobedience

Learn about Intelligent Disobedience, a practical concept that explores how and when to disobey inappropriate orders and requests, with author Ira Chaleff.

Ethics in Practice: Taking the CFA Exam. Case and Analysis–Week of 2 December

Test your knowledge of the CFA Institute Code of Ethics and Standards of Professional Conduct and practice your ethical decision making by working through the case below and supporting your answer choice in the conversation. Check back for the analysis posted later in the week.

How are experienced practitioners applying ESG integration?

lthough different definitions for materiality apply, the consensus among investors is that a material ESG issue is a fundamental value driver of a company or security that affects the income statement, balance sheet, and cash-flow statement positively or negatively.

Ethics in Practice: Futures Trading. Case and Analysis–Week of 18 November

Test your knowledge of the CFA Institute Code of Ethics and Standards of Professional Conduct and practice your ethical decision making by working through the case below and supporting your answer choice in the conversation. Check back for the analysis posted later in the week.

Ethics in Practice: Investment Management Fees. Case and Analysis–Week of 11 November

Test your knowledge of the CFA Institute Code of Ethics and Standards of Professional Conduct and practice your ethical decision making by working through the case below and supporting your answer choice in the conversation. Check back for the analysis posted later in the week.

Asset Owners Experience Shortage of ESG Products Meeting Expectation

Clients have the power to drive ESG integration forward as practitioners listen to them.

Investor Forum 2019: Driving Actionable Analytics

XBRL US held Investor Forum 2019: Driving Actionable Analytics in New York on 4 November.

Climate-Related Issues: The Gap Between Current Reporting and Investor Expectations

According to the October 2019 report Climate-Related Corporate Reporting from the UK Financial Reporting Council’s (FRC) Financial Reporting Lab,

Ethics in Practice: Trading in Warrants. Case and Analysis–Week of 4 November

Test your knowledge of the CFA Institute Code of Ethics and Standards of Professional Conduct and practice your ethical decision making by working through the case below and supporting your answer choice in the conversation. Check back for the analysis posted later in the week.

Are investment horizons preventing integration of ESG factors?

Workshop participants believe that ESG factors can materialize through a series of short-term, incremental upticks or downticks that individually impact short-term and long-term investment return.

Ethics in Practice: Advisory Account Review. Case and Analysis–Week of 28 October

Test your knowledge of the CFA Institute Code of Ethics and Standards of Professional Conduct and practice your ethical decision making by working through the case below and supporting your answer choice in the conversation. Check back for the analysis posted later in the week.

ESG Analysis: Is judgment more important than data?

Investors and analysts have been investing in environmental, social, and governance (ESG) data from data providers and also developing the skills of their in-house teams to better understand ESG issues.

Ethics in Practice: Publication of Investment Analysis. Case and Analysis–Week of 21 October

Test your knowledge of the CFA Institute Code of Ethics and Standards of Professional Conduct and practice your ethical decision making by working through the case below and supporting your answer choice in the conversation. Check back for the analysis posted later in the week.

Four Areas of Misunderstanding Around ESG Integration

Many people perceive that environmental, social, and governance (ESG) integration means sacrificing performance because they believe that ESG integration is the same as screening out companies and sectors from their investment universe.

IFRS: Relevant Financial Reporting

CFA Institute and the IFRS Foundation held a joint stakeholder event last evening as part of the IFRS Trustees meeting in New York. Bob Pozen spoke and WSJ’s Jason Zweig moderated a… READ MORE ›



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