CFA Institute Codes and StandardsDeveloping and administering industry codes, best practice guidelines, and standards
Global Investment Performance Standards
Global ESG Disclosure Standards for Investment Products
Asset Manager Code
Diversity, Equity, and Inclusion Code
Pension Trustee Code of Conduct
Endowment Code of Conduct
CFA Institute Investment Management Code of Conduct for Endowments, Foundations, and Charitable Organizations outlines ethical responsibilities for the sound management of longer-term financial assets.