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ESG Disclosure Standards: Begin With Financially Value Relevant, Layer Other Objectives

Last week, US Securities and Exchange Commission (SEC) Chair Jay Clayton spoke on a webcast sponsored by FCLTGlobal. He discussed his views on environmental, social, and governance (ESG) disclosures and the SEC’s responsibilities to investors —… READ MORE ›

The Cult of Statistical Significance

Is it statistically significant? Yes. Does it matter? Probably not.

Create Trust!

The obligation to act honestly and with competence must be the core of every financial service.

Redefining Fixed Income

The golden age of fixed income is over. That means we have to rethink portfolio management and risk control.

Are You Under 35 and Have an Opinion on Ethics in Finance?

Call for those 35-years-old and under to apply for The Ethics & Trust in Finance for a Sustainable Future Prize worth US$20,000. Open to all global entrants.

Shareholder Activism in Japan

Shareholder activism has been on the rise in Japan. Will that continue in the post–COVID-19 world?

Is the Coronavirus Rocking the Foundations of Capital Markets?

An exclusive CFA Institute global survey on the impact of Covid-19 on the financial markets examines the liquidity, volatility, and asset mispricing issues along with thoughts on appropriate regulatory response and the intervention of government and central banks.

No Longer Superheroes? Twilight of the Bonds

With low, nil, or negative yields, how much can bonds still contribute to a portfolio?

Will Revisiting SEC’s Names Rule Clear Up ESG Fund Name Confusion?

Firms use fund names to both market themselves and to inform investors. Fund names are always important, but in the case of the current challenges with funds that advertise themselves as ESG or sustainable funds, disclosures beyond the fund name would be especially helpful.

Premium Valuations of MNC Companies in India: A Historical Analysis

Why do Indian multinational (MNC) companies trade at higher multiples than their own parent companies?