Investment Industry
CFA Institute forms working group to draft guidance on calculating private fund performance.
As the demand for sustainable investing continues to grow, navigating ethical challenges in impact reporting will be essential.
In 2023, the CFA Institute Board of Governors voted to revise the Standards of Professional Conduct in three areas. The changes became effective 1 January 2024.
The London Interbank Offered Rate (LIBOR) transition is a landmark event, and most discussions in India have focussed on the impact. The lessons the LIBOR transition holds for Indian benchmark reforms are more interesting.
Trust in the financial industry remains low more than a decade after the global financial crisis.
The Securities and Exchange Commission (SEC or the Commission) appears set to unveil new oversight for firms that advise investors on voting their shares in public companies.
WeWork. Where to begin? Here’s a cursory look so far.
To improve the transparency and stability of the financial system in the aftermath of the global financial crisis, EMIR has imposed three new regulatory requirements.
When it comes to ESG reporting, survey respondents and roundtable participants say that they incorporate governance factors into their investment analysis to a greater extent than they incorporate environmental and social factors.
Quarterly reporting should remain quarterly.
Creditor factoring generally delays payments to creditors to fund a company’s operations. While such arrangements may help companies in smoothing operating cashflow volatility, often it is used as a last resort to manage liquidity problems. Investors find out about this practice only when “other items” in current liabilities become too big to miss when it may be too late to take action.
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.
It has been a few years now since the topic of high-frequency trading (HFT) has garnered mainstream attention, or even much coverage in the financial press.
In this podcast, Josina Kamerling, head of regulatory outreach for CFA Institute for Europe, explores the state of the discussion on Green Bonds and what developments investors and policy makers might expect in the coming months and year.
Thailand is a leader in APAC in terms of ESG disclosures.