In September, CFA Institute and Principles for Responsible Investment (PRI) 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.
The findings in "New Public Company Auditor Disclosures: Who Audits the Company You Invest In? How Long Have They Been the Auditor," were compelling, particularly on gender diversity.
In my latest paper, Data & Technology: How Information Is Consumed In The New Age, we take a deep dive into how structured data is being consumed and refute the claim by some that structured data is not… READ MORE ›
A survey of what investors want revealed a gap between what investors expect from their advisers and what advisers are delivering. Strong communication with clients is key in closing the gap.
Those following this issue know that the path has been contentious, meandering, and still lacks resolution.
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