Global Ethics Day 2023
October 18, 2023CFA Institute Research and Policy Center Celebrates Global Ethics Day
CFA Institute Research and Policy Center is honored to once again participate in Global Ethics Day to empower ethics as a force for good. Started by the Carnegie Council for Ethics in International Affairs, Global Ethics Day is celebrated by organizations around the world every year on the third Wednesday in October.
Ethics is not an abstract area of study for philosophers and academics. It is an active process that each of us can engage in to improve our lives, strengthen our communities, and build a better world. CFA Institute promotes the highest standards of ethics, education, and professional excellence for the ultimate benefit of society. Today and every day, we explore and celebrate the essential role of ethics in the investment industry. As detailed in our Future State of the Investment Industry report, investment leaders and professionals are in the throes of unprecedented change, driven in large part by deglobalization, geopolitical conflict, inequality, and demographic disruptions. This report will help investment leaders and professionals gird for the volatility and increasing complexity they will face in the coming years and better serve clients and stakeholders.
GIPS Standards Verification Services, Part II: Case Analysis
We asked readers to analyze the case facts and identify which of the newly adopted CFA Institute Standards of Professional Conduct, due to go into effect 1 January 2024, were at issue.
Enhancing Investors' Trust
CFA Institute defines the three themes affecting investor trust today: a divided trust landscape, technology as a trust multiplier, and the additive factors of values and personal connection.
Global ESG Disclosure Standards for Investment Products
The Global ESG Disclosure Standards for Investment Products are the first global voluntary standards for disclosing how an investment product considers ESG issues in its objectives, investment process, and stewardship activities.
Diversity, Equity, and Inclusion
GIPS Standards Verification Services, Part I: Case Facts
An Exploration of Greenwashing Risks in Investment Fund Disclosures: An Investor Perspective
Standards, Ethics & Regulations (SER)
CFA Institute Codes and Standards
Developing and administering industry codes, best practice guidelines, and standards
GIPS Standards
An ethical framework for calculating and presenting investment performance
Policy and Advocacy
Taking positions on key policy issues by engaging in evidence-based advocacy