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  • Writer's pictureGustavo Bernal Torres

CFA Institute Unveils ESG Standards, Seeking Industry Comment

CFA Institute has issued a draft of the ESG Disclosure Standards for Investment Products. This marks the first voluntary standard designed to accommodate all types of investment products and ESG strategies on a global scale.

  • The institute’s goal is to set ESG guidelines comparable to the global investment performance standards, known as GIPS, which are widely adopted for investment performance measurement. Approximately 1,800 organizations comply with GIPS and 1,000 companies adhere to the CFA’s asset management code of conduct.

  • The standards, detailed in a 76-page exposure draft released this week, are meant to address widespread confusion on ESG-related terminology and investment approaches, and to increase transparency and consistency in disclosures.



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