ESG

Regulators’ push for the development of sustainable investments, however, is challenged by the lack of reliable, consistent, and verifiable ESG data.

KEY MESSAGES

At a recent CFA Institute event, I hosted Erkki Liikanen, Chair of the IFRS Trustees, where he spoke about the efforts of the IFRS Foundation to establish a Sustainability Standards Board (the… READ MORE ›

Register now for CFA Institute Global Financial Regulatory Symposium June 29, 30.

Jon Lukomnik and James Hawley discuss their new book Moving Beyond Modern Portfolio Theory.

CFA Institute recently published the report “Corporate Governance and ESG Disclosure in the EU”, which looks at how corporate governance practices have evolved over the past years and examines the impact of sustainability measures that have been introduced in the European Union in the context of the Renewed Sustainable Finance Strategy and the Action Plan on Financing Sustainability Growth. The study also focuses on how companies can take into account open market perspectives while continuing to seek corporate success and create shareholder value.

A discussion with Steve Lydenberg and William Burckart about their new book 21st Century Investing: Redirecting Financial Strategies to Drive Systems Change.

The Ethics & Trust in Finance for a Sustainable Future, which is supported by CFA Institute and other organizations, is a global prize in its eighth cycle (awarded every two years) that will award winners a pool of US$20,000.

We talked to Chris Hart, senior sustainable finance associate at Global Canopy—one of the four founding organizations behind the initiative to form TNFD—to better understand the issue of natural capital and how we can expect it to become part of the investing process.

Partha Dasgupta from Cambridge has written a paper the world should read. His simple point? We exist within nature. It has potential to trigger disruptions in financial reporting and other spheres.

With a new Administration comes fresh leadership at the Securities and Exchange Commission (SEC), the most important securities regulator on the world stage. We have a simple request, get us back on track for investor protection.

US$20,000 essay prize for under-35's.

CFA Institute has published its most recent statement on its position concerning on environmental, social and governance (ESG) integration in the investment process. The previous statement was published in 2019 as CFA Institute continued to integrate… READ MORE ›

The final DOL rule is a substantive improvement over the widely opposed original proposal, but industry participants remain concerned about its chilling effect on ESG investing and factor integration, as well as about the integrity of the rulemaking process.

If you’re under 35 years old and have a strong opinion about the role of ethics in finance, CFA Institute invites you to submit an essay reflecting on the role of ethics to shape a more sustainable… READ MORE ›

The CFA Institute report, Climate Change Analysis in the Investment Process, focuses on the physical and transition risks climate change is projected to create; explains to investors carbon markets; and reviews the resources available for investors looking for the best climate change integration tools.