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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CFA Institute Highlights Solutions for Net-Zero Investing: Benchmarks, Incentives, and Time Horizons Critical for Investors

Bruno Bertocci and Deborah Kidd, CFA

Published on 2024-11-12

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New CFA Institute report argues ESG Fund classification needs more rigour

A report published today by the CFA Institute Research and Policy Centerseeks to improve ESG fund classification through an in-depth review of current classification frameworks and rigorous definitions of fund-level features, as well as providing examples of rigorous definitions in practice.

Published on 2024-09-10

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New CFA Institute Research Shows EU regulatory Framework is Contributing to a Rise in Sustainable Investing, but Greater Clarity and Improvements are Needed

Concerns about greenwashing and a lack of reliable data rise to the fore in an EU CFA Institute member survey

Published on 2024-07-10

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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.

Published on 2023-11-01

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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.

Published on 2023-09-13

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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.

Published on 2023-07-18

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New Examination Procedures for Global Disclosure

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

Published on 2023-07-03

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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.

Published on 2023-07-03

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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.

Published on 2023-07-03

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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.

Published on 2023-01-06

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Integrating Natural Capital and Biodiversity in the Investment Process

Published on 2022-10-21

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Future of Sustainability in Investment Management

From Ideas to Reality

Published on 2020-11-30

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Latest Reports

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Net-Zero Investing: Solutions for Benchmarks, Incentives, and Time Horizons

This paper provides guidance on benchmarks, incentives, and time horizons to achieve net-zero investing objectives. It highlights challenges in balancing investment objectives and addressing climate risks while driving real-world change.

CFA Institute Published in 2024-10

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Open Report

How to Build a Better ESG Fund Classification System

The paper examines a selection of existing regulator and industry ESG fund classification frameworks in the United States, the European Union, and the United Kingdom.

CFA Institute Published in 2024-09

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Open Report