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CFA Institute Research and Policy Center brings together CFA Institute expertise along with a diverse, cross-disciplinary community of subject matter experts working collaboratively to address complex problems. It is informed by the perspective of practitioners and the convening power, impartiality, and credibility of CFA Institute, whose mission is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.
An integral part of the CFA Institute mission is to develop and administer codes, best practice guidelines, and standards that outline the ethical and professional responsibilities of organizations that manage assets on behalf of clients and guide the investment industry to help ensure that all investment professionals place client interests first.
CFA Institute works to advance and promote policies that serve investor protection over commercial interests; we support the creation and adoption of rules and regulatory standards that improve market structure, transparency, and fairness for all investors with the intent to expand investment industry professionalism.