The Research and Policy Center Celebrates Global Ethics Day
CFA Institute Research and Policy Center is honored to participate again in Global Ethics Day to empower ethics as a force for good. The day’s theme this year is “Ethics Empowered.”
The CFA Institute Code of Ethics and Standards of Professional Conduct are the gold standard for ethical conduct, helping us to lead the investment profession globally for the ultimate benefit of society. For information on recent revisions to the Code and Standards, see “Revisions to the CFA Institute Code of Ethics and Standards of Professional Conduct.”
Today and every day, we explore and celebrate the essential role of ethics in the investment industry. Our recent report “The Finfluencer Appeal: Investing in the Age of Social Media” highlights the value of questioning the background and ethical standards of new kinds of purveyors of financial advice.
Join us on Global Ethics Day, so that together we can raise awareness and work toward addressing the most critical issues facing society.
CFA Societies
CFA Society of the UK has developed a series of case studies for investment professionals focusing on ethical conduct in the area of sustainable investment, which tackle issues encountered in various job roles. They analyzed these cases through the lens of the provisions of the CFA Institute Code of Ethics and Standards of Professional Conduct (Code and Standards) for their members, but this is not official CFA Institute guidance
Codes and Standards
CFA Institute Diversity, Equity, and Inclusion Code (Europe)
Digital Content Package
28th Annual GIPS® Standards Conference
Research Report
Unstructured Data and AI: Fine-Tuning LLMs to Enhance the Investment Process
Video
Conversations with Frank Fabozzi, CFA, featuring Manish Chakrabarti, Arpit Narain, CFA, and Anil Sood
Market Integrity Insights
CFA Institute/IAA Issue Survey Report on Firm Practices for Complying with the SEC Marketing Rule
Market Integrity Insights
AI in Investment Management: Ethics Case Study
Enterprising Investor
Private Equity: In Essence, Plunder?
Enterprising Investor