Views on improving the integrity of global capital markets


XBRL US Investor Forum Considers Ways to Mitigate the Cost of Structured Data

The use of structured data has the potential to simplify reporting burdens and make it easier for investors to access company data, but there are still challenges in its implementation.

Realizing the Potential of Structured Data

Companies tend to view the use of structured data (e.g., XBRL) as a cost burden. But a new study finds that costs can actually be reduced if companies implement structured data reporting in house.

SEC Filers’ Errors in XBRL Format Dropped 64% by Using DQC’s Validation Rules

With its impressive findings, a 60% to 70% drop in filers’ errors, the DQC hopes more companies will use its validation rules to prevent or spot variations or errors in XBRL data filed with the SEC.

What Are the Five Things Needed To Maximize Investors’ Benefits from XBRL?

Firms and regulators: Follow our XBRL framework principles to address implementation challenges. Analysts: Watch how structured data can be used.

CFA Institute to ESMA: For Investors’ Sake, Take ESEF Further

ESMA proposes a European Single Electronic Format (ESEF) for regulatory filings. ESEF is needed, but doesn’t go far enough. Can’t financial reports be in one place online and accessible by all?

CFA Institute Standards: What Is Stance on Funds That Skip Traditional Analysis?

True or False: The principles of diligence and reasonable basis, addressed in our Code of Ethics and Standards of Practice, can apply to any investment strategy, any time, present or future.

Structured Data Can Become Virtuous Circle for Firms, Investors, Capital Markets

Structured data could produce a virtuous circle for all stakeholders and lead to more efficient, transparent capital markets. But there are challenges.

Pesky Extensions: How to Improve Financial Analysis through Structured Data

Structured data increases efficiency, transparency, comparability, and timeliness in the delivery of financial information.

How to Improve XBRL Data Quality: Public Comment Period on Initial Rules Underway

The public has until 14 September to comment on initial rules issued by the newly formed Center for Data Quality.

DC Policy Update: What to Expect after the Midterm Elections (Podcast)

Jim Allen, CFA, hones in on three financial policy issues and their likely future in Congress post-mid-term elections.

XBRL: The Sequel: How Regulators Are Advancing the Use of Structured Data

After more than a decade of XBRL use by governments and regulators globally, 2014 has brought additional advancements in the data-structuring technology.

Policy Perspectives: XBRL: More Work Before Universal Acceptance (Video)

Regulators around the world have been adding XBRL (eXtensible Business Reporting Language) reporting requirements for public companies over the past few years. However, this new source of electronic information has not yet grabbed the attention of the investment community.

2012 XBRL in Review: Progress Made but Concerns Remain

Many regulators continue to evaluate and adopt XBRL requirements, while others struggle with the errors included in submissions. Many public companies continue to see XBRL as a cost, while some are recognizing benefits of internalization of tagging.

CFA Institute Co-Sponsors XBRL Challenge to Increase Investor Awareness

Building on the success of its inaugural competition, XBRL US recently announced the 2nd Annual XBRL Challenge, which seeks “to discover the top open source analytical tools that can mine XBRL-formatted corporate financial data from the SEC’s EDGAR database.” CFA Institute is co-sponsoring the event for a second year in an attempt to raise XBRL awareness among investors.

XBRL Resources to Whet Investor Appetites

XBRL Challenge winners build inventive and useful applications leveraging XBRL-formatted data to provide investors with better information for investment decisions.

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