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.
The XBRL US Investor Forum on 8 November in New York City will examine the role of data in capital markets and how the markets can move closer to establishing this single source of truth.
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.
After the US Court of Appeals for the Fifth Circuit vacate the fiduciary standard, the brokerage industry lost no time in rolling back some of its policies specifically adopted in response to that rule.
An upcoming event takes a deep dive into how data standardization is modernizing the capital markets and delivering on the fintech promise.
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.
A new paper takes a deep dive into how structured data contained in regulatory filings in the form of XBRL is being consumed by investors and analysts.
Two new reports examine our understanding of ESG integration, what it is, what it isn't, and how to do it well.
Segment reporting information is critical to investors. Despite the US GAAP standard on segment reporting being over 20 years old, the disclosures it produces remain challenging for investors who use the information and regulators who enforce the guidance. Recent… READ MORE ›
If the SEC adopts a rule as proposed, broker/dealers will no longer be able to use the term “adviser” or “advisor” in their names or titles when marketing themselves to investors.
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