Advancing the Industry’s Thinking on Sustainable Investing
More Sustainability Content
Global Compliance Carbon Markets: Structure Explained
This report provides an in-depth analysis of the market structure of global compliance carbon markets (CCMs). It offers practical guidance for the investment industry to engage with CCMs and provides insights to enhance market efficiency.
Green Finance Policy Evolution in China and the Impact of Pilot Zones: Huzhou Case Study
This report explores Huzhou’s green finance journey, focusing on government leadership, capacity building, and innovative policies. It offers valuable lessons for emerging economies aiming for sustainable economic and environmental development.
Investment Innovations Toward Achieving Net Zero
CFA Institute Research and Policy Center has convened net-zero thought leaders and investment luminaries to break down the big ideas around achieving net zero. They provide practical guidance for investors, asset managers, investment professionals, and regulators. More than 50 authors from North America, Europe, the Middle East, Australia, and Asia collaborated on 16 research projects. We will be publishing their papers through January 2025.
Response to California Air Resources Board Consultation on Climate Disclosures
CFA comments on the California Air Resources Board Information Solicitation to Inform Implementation of California Climate Disclosure Legislation: Senate Bills 253 and 261, as amended by SB 219.
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.
CFA Institute Position Statement on ESG
Read CFA Institute’s positions on environmental, social, and governance integration in the investment process
Be Informed
Sajia Ferdous: Rewriting Work in the Age of Longevity and AI
Guest host Tiffany Tivasuradej, Inclusion Research Associate, speaks with Dr. Sajia Ferdous of Queen’s Business School about her research on aging, workplace inclusion, and the convergence of human longevity with AI-driven work. They discuss algorithmic ageism, multigenerational workplaces, and why investment firms must rethink human capital strategies for longer, more digitally integrated careers. Join us for a forward-looking conversation on maintaining a sustainable workforce in an age of technological acceleration.
Emma Harvey Smith: Mobilizing Global Capital for a Sustainable Future
Emma Harvey Smith, Managing Director of Partnerships at Green Finance Institute, joins host Paul Moody, Managing Director of Global Partnerships and Client Solutions at CFA Institute, to discuss how finance can drive the transition to a net zero and nature-positive economy. From leading the UK's first green mortgage initiative to scaling impact across nine countries, Emma shares insights on the Green Finance Institute’s mission, the importance of collaboration between public and private sectors, and the emerging opportunities in nature-based finance. She also offers valuable advice for professionals eager to enter the sustainability and finance space. Listen now to explore how finance is shaping a more resilient, sustainable world.
Bill Green: Rethinking Infrastructure Investing for a Changing Climate
Bill Green, managing partner at Climate Adaptive Infrastructure, joins host Deborah Kidd, CFA, director, Global Industry Standards at CFA Institute, to discuss how climate change is reshaping risks and opportunities in critical infrastructure. He explains why infrastructure assets are uniquely exposed to what he calls the “triple threat” of physical, regulatory, and political risks—and why investing in climate-resilient infrastructure can be a pathway to more profitable infrastructure investing. From innovative models like “water-as-a-service” to shifting data center demand closer to renewable energy sources, Bill shares his insights into the future of infrastructure investing.
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.