Bridge over ocean
1 September 2018 Position Paper

The Corporate Governance of Listed Companies, 3rd Edition

A Manual for Investors

  1. Matt Orsagh, CFA, CIPM
  2. Linda Rittenhouse, JD
  3. Jim Allen, CFA

The 3rd edition of CFA Institute’s corporate governance manual helps investors incorporate governance factors into investment decision making.

CFA institute has published the third edition of CFA Institute Corporate Governance Manual, updating the 2nd edition that was published in 2009. Much has changed in the corporate governance world in that time. The manual is a resource for investors meant them help to better understand the key concepts in corporate governance so that they can better understand corporate governance risks and opportunities present in their investments.

The first edition of the manual, published in 2005 served as a basic primer in corporate governance (corporate governance 101 if you will). Since that time the integration of corporate governance analysis in the investment process has grown substantially, therefore necessitating a more sophisticated consideration of ESG issues currently consider by investors around the world.

CFA institute assembled a global panel of corporate governance experts from around the world to update the manual and ensure that we included the most germane issues in corporate governance today. The manual focuses broadly on the three main components of corporate governance at publicly traded companies; the board, management and shareowner rights.

The Corporate Governance of Listed Companies, 3rd Edition View the report (PDF)

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