Hills Sustainability

Advancing the Industry’s Thinking on Sustainable Investing

More Sustainability Content
  1. Research & Blogs
  2. Policy in Action
  3. Be Informed
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Research Report

Navigating Transition Finance: An Action List

27 Mar 2024 In this report, we explore actions investors, asset managers, corporations, and policymakers may consider to improve the disclosure of transition plans, provide clarity on transition activities, and mitigate risks associated with transition finance.
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Research Report

Climate Data in the Investment Process: Challenges, Resources, and Considerations

16 Apr 2024 Climate-related data are critical to assessing and managing the financial risks and opportunities posed by climate change, yet the data are often inconsistent and unreliable. We discuss how regulations to enhance transparency are evolving and suggest how investors can make effective use of the data available to them.
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Financial Analysts Journal

Bonds with Benefits: Impact Investing in Corporate Debt

11 Dec 2023 A shift toward impact assets complicates the goal of outperformance for sustainable investing. Examining sustainable investment in actively managed factor strategies in credit, this study demonstrates opportunities for sustainable alpha at low cost.
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Research Report

Five Key Definitions for Responsible Investing

01 Nov 2023 This guidance provides five key definitions for responsible investing terms: screening; environmental, social, and governance (ESG) integration; thematic investing; stewardship; and impact investing.

Featured Blog

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Market Integrity Insights

Taking Credit: Navigating the Ethical Challenges of Impact Reporting

29 Mar 2024 As the demand for sustainable investing continues to grow, navigating ethical challenges in impact reporting will be essential, writes Chris Fidler. In this blog post, he presents practical advice for those creating impact reports.

Policy in Action

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Codes and Standards

Global ESG Disclosure Standards for Investment Products

01 Nov 2021 The Global ESG Disclosure Standards for Investment Products are the first global voluntary standards for disclosing how an investment product considers ESG issues in its objectives, investment strategy, and stewardship activities.
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Comment Letters

CFA Institute Consultation on Disclosure Framework for Climate-Related Financial Risks

CFA Institute submits its response to the Basel Committee on Banking Supervision consultation on a Pillar 3 disclosure framework for climate-related financial risks for banks.
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NEW PAGE

Sustainability Reporting

Sustainability reporting refers to qualitative and quantitative disclosures by issuers about environmental, social, and governance topics. CFA Institute brings a rich history of investor-focused advocacy for high-quality financial reports and independent audits to our global advocacy in sustainability reporting.
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Position Paper

CFA Institute Position Statement on ESG

Read CFA Institute’s positions on environmental, social, and governance integration in the investment process

Be Informed

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Certificate

Climate Risk, Valuation, and Investing Certificate

Develop the skills you need to integrate climate-related investing principles into the investment process and expand your network within a community of professionals.

The next cohort starts on 27 May.
Paula DiPerna
Podcast

Paula DiPerna: Pricing the Priceless: The Financial Transformation to Value the Planet, Solve the Climate Crisis, and Protect Our Most Precious Assets

In this episode of the Sustainability Story, host Deborah Kidd, CFA, interviews Paula DiPerna, author and Special Advisor to the CDP. In her book, Pricing the Priceless, Paula offers a compelling argument that assigning economic values to nature’s essential resources is a way to combat global warming and preserve the Earth’s resources.
Leena Linnainmaa
Podcast

Corporate Governance and due diligence in the EU: a step in the right direction?

In this episode of The Sustainability Story, Josina Kamerling and Leena Linnainmaa, Secretary General of Directors' Institute Finland, and Chair of ecoDa’s Advocacy Committee, have a conversation on the impact of the proposed new EU rules on corporate governance and due diligence on European companies and their board of directors.

 Marcos Buscaglia
Podcast

Marcos Buscaglia: The Role of Investors in Promoting Democracy

In this episode of The Sustainability Story, host Andres Vinelli interviews Marcos Buscaglia, an economist and author of Beyond the ESG Portfolio: How Wall Street Can Help Democracies Survive. Marcos discusses the impact of capital markets on funding democracies and autocratic regimes, emphasizing the importance for investors to consider democracy amidst global democratic decline.
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Explore how the Research and Policy Center supports your Sustainable Investing research

CFA Institute Research and Policy Center is committed to providing investment professionals with tools and resources for understanding, measuring, and managing sustainability-related risks and opportunities; meeting client demands; and complying with regulatory requirements.

Our research covers an array of sustainable investing topics, including biodiversity, human capital, climate risk, net zero commitment issues, and environmental, social, and governance investment approaches and performance data. Our advocacy efforts and standards advance sustainable investing ethics, professional conduct, and market integrity.

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