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More Sustainability Content
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.
An Effective Tool for Net Zero: A Foundational Overview of Global Carbon Markets
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.
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
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. .
Livio Stracca, PhD: Pioneering Short-Term Climate Scenarios for Financial Decision-Making
Livio Stracca, Phd joins host Deborah Kidd, CFA, to introduce the innovative NGFS Short-Term Climate Scenarios. This groundbreaking tool is the first publicly available global resource designed to assess climate-related macroeconomic and sector risks over a five-year horizon for specific regions and industries. The scenarios demonstrate how extreme weather, policy shifts, and transition shocks could impact GDP, inflation, default probabilities, and financial stability within a time frame aligned with the decision-making process of central banks and financial institutions.
Tamara Close, CFA: The Evolution of ESG Practices for Institutional Investors
Nicole Gehrig speaks with Tamara Close, CFA, Senior Director of ESG Advisory for the Petra Funds Group, about the ongoing evolution of sustainable finance and ESG (Environmental, Social, and Governance) practices within the institutional investment landscape. Tamara reflects on her career path, including her time at PSP Investments, and shares key insights into the shifting perceptions and integration of ESG issues into mainstream investment strategies.
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.