Views on improving the integrity of global capital markets

ESG


What Is Non-Real Impact in Carbon Metrics?

Learn how market volatility can distort carbon metric comparisons over time, complicate medium-term target setting, and create additional reporting challenges.

CFA Institute Global Industry Standards Team Takes on ESG Fund Classification

CFA Institute Global Industry Standards Team addresses the challenges of ESG fund classification in its forthcoming whitepaper that aims to offer clearer and more consistent guidelines for making more informed classification decisions.

Net-Zero Hour

CFA Institute is contributing to the net-zero discussion with the aim to bring clarity around certain issues impacting investors.

Climate Data in the Investment Process: Challenges, Resources, and Considerations

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.

Words Matter: Standardizing Responsible Investment Terminology

CFA Institute, GSIA, and PRI have aligned our definitions of five key responsible investment approaches.

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.

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.

Sustainability, Uncorked

Senior Director Matt Orsagh, CFA, CIPM, spoke with Sandra Taylor, founder and president of Sustainable Business International. In this podcast, Taylor discusses sustainable agriculture and integrating sustainable practices into business strategy.

Don’t Make Climate Promises You Can’t Keep

Investors must understand their ESG mutual funds might represent a step in the right direction, but they are not going to save the world. Their actions on the ground as consumers and voters have a much greater impact.

What a Successful COP26 Conference Would Look Like

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 Mark Van Clieaf, Managing Director of FutureZero. In this podcast,… READ MORE ›

The Role of Institutional Investors in Clean Energy

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 Mark Van Clieaf, Managing Director of FutureZero. In this podcast,… READ MORE ›