Overview

 

Building on the longstanding advocacy efforts of CFA Institute for ethical standards in the investment community, the CFA Institute Centre was formed in 2004 as the policy and research center on global capital markets issues. The Centre promotes fair and open markets, investor protections, and professional standards.

 

Ethical standards are the cornerstone of our advocacy work. Our members and investment professionals around the world adhere to our Code of Ethics and Standards of Professional Conduct.

 

We work to:

 

Set and maintain global standards for investment performance reporting: Find out about the Global Investment Performance Standards (GIPS).

 

Improve financial reporting so investors receive clear and consistent information: Learn about our 12 proposed principles for financial statements.

 

Advocate for integrity in the capital markets though high-quality corporate governance and shareowner rights: Read our analysis of self-regulation and suggestions for the future.

 

Educate investors around the world with ethical training, support of local outreach on industry issues, and topical research reports.

  

 

We Believe... that investors come first That's just one of our guiding principles

The Decision-Making Process

A lot of thought goes into the selection of our projects. Find out about our litmus test, our policy groups, and the volunteer councils that advise us.

 

Research You Need

Looking for information on specific investment topics? We have topic overviews, reports, official positions, publications, webcasts, and more in our Research Topics and Positions.