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Hills Sustainability

Advancing the Industry’s Thinking on Sustainable Investing

Advancing the Industry’s Thinking on Sustainable Investing More Sustainability Content
autumn-trees-streams
Research Report

Net-Zero Investing: Solutions for Benchmarks, Incentives, and Time Horizons

By Bruno Bertocci, and Deborah Kidd, CFA

This paper provides guidance on benchmarks, incentives, and time horizons for asset owners that are looking to achieve net-zero investing objectives. It highlights challenges in balancing investment objectives and addressing climate risks while driving real-world change.
green-finance
Research Report

Green Finance Policy Evolution in China and the Impact of Pilot Zones: Huzhou Case Study

By David von Eiff

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.

 Achieving Net Zero
Research

Investment Innovations Toward Achieving Net Zero

Including videos and the full book

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.

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Research Report

An Effective Tool for Net Zero: A Foundational Overview of Global Carbon Markets

By Yushuo Yang, CFA, and Rhodri G. Preece, CFA

This report highlights that global carbon markets (GCMs), crucial for achieving net-zero emissions, are market-driven tools to efficiently price carbon and manage emissions. Investors must understand the role that GCMs can play in investment strategies, including impact investing and to exploit trading opportunities as these markets evolve.

Featured Blog

Modeling Climate Risk in a Changing World
Enterprising Investor

Modeling Climate Risk in a Changing World

By Ladislao Vidal, CFA

Modeling climate risk remains one of the most challenging endeavors in risk management today. As financial institutions and policymakers seek to mitigate physical and transition risks, integrating multidisciplinary insights and embracing new technologies offer hope for improving the predictive power of our models, but a cautious and robust approach to risk management remains paramount, advises Ladislao Vidal, CFA.

Policy in Action

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Position Paper

CFA Institute Views on Fiduciary Duty in the Context of Net-Zero Investing

By CFA Institute

In this paper, CFA Institute outlines its views on fiduciary duty in net-zero investing. It emphasizes the importance of balancing financial risks and returns while considering climate change risks and long-term sustainability in investment decisions.
overhead view of tower blocks
Comment Letter

Response to the Consultation on a UK Green Taxonomy

CFA Society UK and CFA Institute respond to consultation on a UK Green Taxonomy to complement the UK’s sustainable finance framework, establishing a common set of definitions to align sustainability policies, aiding clarity for stakeholders and investors.

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Topic 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.

 view from the ground up of a white windmill. The sky behind it is blue.
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

climate-related-ice-melt
Certificate

Climate Risk, Valuation, and Investing Certificate

Develop practical skills in climate investing with the Climate Risk, Valuation, and Investing Certificate. The climate investment certificate teaches you how to integrate climate considerations into investment decision-making.
Mel Peh
Podcast

Mel Peh, CFA: Guidance for Integrating Nature-Related Risks into Investment Strategies

In this episode of the Sustainability Story, host Nicole Gehrig, Director of Global Industry Standards at CFA Institute, discusses the importance of integrating nature-related risks into investment strategies with Mel Peh, CFA, an independent consultant for the United Nations Environment Program Finance Initiative (UNEP FI).

 Ma Jun featured on Sustainability Story Podcast
Podcast

Dr. Ma Jun: The Future of Sustainable Finance

Join Paul Moody, Managing Director at CFA Institute, as he sits down with Dr. Ma Jun, President of the Institute of Finance and Sustainability (IFS) and founder of CASI (Climate Action and Sustainability Initiative), for a thought-provoking discussion on the future of sustainable finance.

 Roman Kramarchuk
Podcast

Roman Kramarchuk: Navigating Carbon Markets—Insights from COP29 and Beyond

In this episode host Deborah Kidd, CFA, and Roman Kramarchuk, Head of Climate Markets and Policy Analytics at S&P Global Commodity Insights, delve into the significance of Article 6 adoption at COP29 and its implications for the role of carbon markets in achieving net-zero goals.
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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.