Advancing the Industry’s Thinking on Sustainable Investing
More Sustainability Content
Financial Analysts Journal
ESG and Derivatives
Like stocks and bonds, derivatives investments have a measurable ESG impact. The paper provides a rationale and a simple framework for applying ESG screens to portfolios that include derivatives.
Research Report
Climate Data in the Investment Process: Challenges, Resources, and Considerations
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.
Research Report
Navigating Transition Finance: An Action List
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.
Featured Blog
Policy in Action
Comment Letters
Comment Letter to UK FRC on the Sustainability Assurance Market
CFA Institute and CFA Society United Kingdom comment on the FRC’s market study on the Assurance of Sustainability Reporting.
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.
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
Podcast
Jane Thostrup Jagd: Aligning Company Boards, Investors, and Sustainability Goals
Listen in as Dr. Jane Thostrup Jagd, Director of Net Zero Finance at We Mean Business Coalition, and Josina Kamerling, Head of EMEA Regulatory Outreach at CFA Institute, discuss the necessity of integrating sustainability departments within companies, particularly in collaboration with financial teams.
Podcast
Aniket Shah: The Energy Transition: Roadblocks, Solutions, and Investment Opportunities
In this episode of the Sustainability Story, host Deborah Kidd, CFA, talks with Dr. Aniket Shah, Managing Director and Global Head of Sustainability and Transition Strategy at Jefferies Group, LLC. Aniket leverages his work across academia, public policy, and financial markets to provide unique insights into the energy transition roadblocks and the three keys to overcoming them.
Podcast
Lindsey Stewart, CFA: Proxy Voting and Investor Engagement Practices
In this episode of the Sustainability Story podcast, Nicole Gehrig, Director of Global Industry Standards at CFA Institute, is joined by Lindsey Stewart, CFA, Director of Stewardship Research and Policy at Morningstar Sustainalytics.
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.