Views on improving the integrity of global capital markets

Matt Orsagh, CFA, CIPM

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170 Posts

Biography

Matt Orsagh, CFA, CIPM, is a director of capital markets policy at CFA Institute, where he focuses on corporate governance issues. He was named one of the 2008 “Rising Stars of Corporate Governance” by the Millstein Center for Corporate Governance and Performance at the Yale School of Management.

Author's Posts
Equities versus fixed income: How ESG factors affect both asset classes

The content in this blog is based on a CFA-PRI survey of 1,100 financial professionals, mainly CFA members, from around the world, as well as workshops in 17 markets, as part of a best-practice report.

Candidates With Both ESG Knowledge and Investment Experience Are Key to Furthering ESG Integration

It’s no secret that although the environmental, social, and governance (ESG) job market has skyrocketed, investment firms and sell-side research providers have found it hard to recruit professionals with both ESG knowledge and investment experience. ESG teams often… READ MORE ›

ESG Integration in Europe, the Middle East, and Africa: Markets, Practices, and Data

CFA Institute and the Principles of Responsible Investment (PRI) have released the third in a series of four reports addressing the current state of global environmental, social, and governance

Webinar: ESG Integration in the Americas

CFA Institute and the Principles for Responsible Investment recently recorded a webinar to discuss their findings on the Integration of ESG data in the fixed income world in the Americas. A replay of the webinar… READ MORE ›

SEC Holds Proxy Process Roundtable — Will Reforms Follow?

On 15 November, the US SEC helda roundtable focused on key aspects of the US proxy system, including proxy voting mechanics and technology, the shareholder proposal process, and the role and regulation of proxy advisory firms.

Environmental, Social, and Governance (ESG) Integration in Brazil

CFA Institute and Principles for Responsible Investment (PRI) highlight our findings about the current state of ESG integration in Brazil, to complement our findings in the United States and Canada.

Environmental, Social, and Governance (ESG) Integration in Canada

In September, CFA Institute and Principles for Responsible Investment (PRI) released two new reports — ESG Integration in the Americas: Markets, Practices, and Data, and Guidance and Case Studies for ESG Integration: Equities and Fixed Income.

Environmental, Social, and Governance (ESG) Integration in the United States

CFA Institute and the United Nations-supported Principles for Responsible Investment (PRI) Initiative released two new reports: ESG Integration in the Americas: Markets, Practices, and Data, and Guidance and Case Studies for ESG Integration: Equities and Fixed Income.

Two New Reports Explore ESG Integration in Americas, and Offer Global Case Studies of ESG Integration

Two new reports examine our understanding of ESG integration, what it is, what it isn't, and how to do it well.

ESG Q&A: Principles for Climate-Conscious Investment

Climate change is an issue that will have an immense impact on our lives and the financial world in the coming years. Engagement between issuers and investors on the issue is increasing as investors begin to plan for investing in a world with a lower carbon footprint.

Institutional Investor Survey Highlights Increasing Engagement

Institutional investors continue to recognize the importance of their stewardship activities working to improve companies’ ESG, pay, and fiduciary practices through corporate engagement and proxy voting.

This Ain’t Your Daddy’s Capitalism, and That Ain’t Such a Bad Thing

Neither unicorns nor unfettered capitalism are real. You need to stretch the definition of a unicorn to claim they were ever real, and capitalism with constraints just leaves you in a Hobbesian nightmare that wouldn’t be good for anyone.

How Will SEC Guidance on Shareowner Proposals Play Out?

SEC's published guidance for Rule 14a-8(i)(7) will affect the ability of issuers to exclude shareowner proposals from the proxy statement.

Counting Proxy Votes of Registered Shares Needs Modernizing

Recent contested proxy vote at Proctor & Gamble highlights the antiquated approach to counting ballots from registered shareholders. The approach is bad corporate governance and needs to change.



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