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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.
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CFA Institute Position Statement on ESG
Read CFA Institute’s positions on environmental, social, and governance integration in the investment process
Be Informed
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.
Daniel Warcholak, CFA: Understanding Climate Risk in Mortgage-Backed Securities
How do climate events, transition risks, and insurance costs shape the future of commercial mortgage-backed securities? Daniel Warcholak, CFA, Head of Capital Markets at Basis Investment Group, shares his perspective on how extreme weather events, sustainability transitions, and green incentives like LEED certification and C-PACE financing are reshaping investment strategies. Drawing on more than 25 years of experience in securitized real estate debt, Daniel highlights the financial implications of climate risks and the opportunities emerging for investors. Listen now to gain insights into how sustainability considerations are transforming real estate debt and capital markets.
Clare Brook: From Sustainable Finance to Ocean Impact in the Blue Economy
In this episode, Paul Moody interviews Clare Brook, a veteran of 24 years in sustainable finance who now leads Blue Marine Foundation. In their conversation Clare reflects on her journey from managing ESG funds and co-founding an investment firm to running an NGO dedicated to protecting the blue planet.
Clare and Paul dive into innovative ways finance can accelerate marine conservation. They discuss cutting-edge mechanisms like blue bonds and debt-for-nature swaps that can funnel significant funding to ocean protection in countries that need it most . Clare also introduces the idea of biodiversity credits, a new tool for valuing restored ecosystems and attracting investment into projects from seagrass meadows to coral reefs . She explains how blending public, private, and philanthropic capital can help scale these solutions, even as she acknowledges the challenges of aligning investor expectations with conservation realities. .
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.