CFA Institute

CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. We demonstrate our commitment to our clients, firms and communities.

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As the global association of investment professionals, CFA Institute sets the standard for professional excellence and credentials. We champion ethical behavior in investment markets and serve as the leading source of learning and research for the investment industry. We believe in fostering an environment where investors’ interests come first, markets function at their best, and economies grow. Spanning nearly 200,000 charterholders worldwide across 160 markets, CFA Institute has 10 offices and 160 local societies.

Find us at www.cfainstitute.org or follow us on LinkedIn and X at @CFAInstitute.

Certificates:

Standards:

Industry Codes and Standards | CFA Institute Research & Policy Center

Global Investment Performance Standards (GIPS)

Diversity, Equity, & Inclusion Code US|CAN|UK

Global ESG Disclosure Standards for Investment Products | CFA Institute

Asset Manager Code | CFA Institute Research & Policy Center

Code of Ethics and Standards of Professional Conduct

Latest Insights

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Definitions for Responsible Investment Approaches

This guidance provides five key definitions for responsible investment terms: screening; environmental, social, and governance (ESG) integration; thematic investing; stewardship; and impact investing.

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An Exploration of Greenwashing Risks in Investment Fund Disclosures: An Investor Perspective

This paper analyzes investment funds’ disclosures related to environmental, social, and governance (ESG) information through the lens of investors to understand the nature of disclosure issues that could give rise to a perception of greenwashing.

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Integrating Natural Capital and Biodiversity in the Investment Process

Investors, companies, and other stakeholders need better ways to value the “natural capital” of ecosystems. This paper explains key concepts and aims to help investment professionals integrate natural capital into the investment process.

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New Examination Procedures for Global Disclosure

CFA Institute Issues Examination Procedures for the Global ESG Disclosure Standards for Investment Products

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Guidance for Integrating ESG Information into Equity Analysis and Research Reports

A concise guide on how to identify ESG information, assess materiality, integrate ESG information into equity analysis, and present ESG information in research reports.

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New Online Course: Climate Finance

CFA Institute and ACCA have joined forces to meet the climate-related skills gap with our new course: Climate Finance.

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Guidance for Integrating ESG Information into Equity Analysis and Research Reports

A concise guide on how to identify ESG information, assess materiality, integrate ESG information into equity analysis, and present ESG information in research reports.

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Integrating Natural Capital and Biodiversity in the Investment Process

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Future of Sustainability in Investment Management

From Ideas to Reality

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Geographic Reach

Global