Views on improving the integrity of global capital markets
FASB Exposure Draft on Disaggregation of Income Statement Expense: A Glass Half Empty

While the FASB's proposed partial disaggregation would be helpful to investors, we are discouraged by its limited scope after waiting so many years.

From Likes to Investments: Our Response to the FCA Consultation on Financial Promotions via Social Media

Social media is borderless. Regulation is not. That's why global cooperation among regulators is necessary to deliver the best possible outcomes for consumers.

How Do Firms Treat Errors in Investment Performance?

CFA Institute voluntary standards provide guidance for firms looking to establish policies for how errors in investment performance should be handled.

SPAC Audits: SEC Fines Marcum for Quality Control Deficiencies

PCAOB audit partner transparency data provided a leading indicator of audit quality issues.

The First Republic Takeover: What Happened?

First Republic’s investment of its significant uninsured deposits in jumbo loans left it illiquid in a rising interest rate environment.

SFDR and EU Taxonomy Disclosures: Four Data Challenges for Asset Managers

When it comes to the EU Commission's Taxonomy and SFDR statutes, good data is hard to find.

The Disappointing Level of Climate Disclosures

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.

CFA Institute Responds to SEC Proposal on Climate-Related Disclosures: 5 Key Takeaways

Five takeaways from CFA Institute response to SEC proposed rule on climate-related disclosures.

EU Taxonomy, the Agenda on Sustainability Reporting and the SPACs Boom: Latest Updates from the EU

We have fresh new episodes to bring you the latest and most relevant updates in the world of European policy discussion and development. What you need to know about the EU Taxonomy, the agenda on Corporate governance… READ MORE ›

Stakeholder Engagement in Company Decisions: Lessons from the German Corporate Governance Model

Summary of a CFA Institute webinar focused on employee co-determination, which is a practice that is required by law in Germany.

Casting a Critical Eye at Sustainability and ESG Investing

Discussion with Ken Pucker on the challenges facing sustainable finance; environmental, social, and governance (ESG) investing; and impact accounting.

Plastics in Every Sector of the Economy

The following post summarizes some key ideas from a recent edition of the CFA Institute podcast The Sustainability Story. CFA Institute’s Senior Director Matt Orsagh, CFA, CIPM, spoke with Gabriel Thoumi, Head of the Plastics Program and Director of… READ MORE ›

A Quantitative Approach to Sustainable Investing

Because millions of data points on environmental, social, and governance (ESG) issues are created each day, the challenges lie not in the limitations of the data but on how to treat and make sense of it. This is where quantitative tools can help distinguish signal from noise.



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