Matt Orsagh, CFA, CIPM, is a senior director of capital markets policy at CFA Institute, where he focuses on corporate governance, ESG, and climate change analysis. He writes and speaks frequently on these topics on behalf of CFA Institute. His paper, Climate Change Analysis in the Investment Process was named “Best ESG Paper” by Savvy Investor in 2021.
CFA Institute and the Principles of Responsible Investment (PRI) have released the final report (in a series of four) concerning the current state of global ESG integration.
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.
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 ›
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
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.
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.
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.
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 examine our understanding of ESG integration, what it is, what it isn't, and how to do it well.
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 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.
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.
SEC's published guidance for Rule 14a-8(i)(7) will affect the ability of issuers to exclude shareowner proposals from the proxy statement.
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