Promoting high standards of ethics, integrity, and professional excellence is at the core of our mission at CFA Institute. We do that with our codes, best practice guidelines, and standards, which guide the investment industry and place clients' interests first.
The foundation of our work is the Code of Ethics and Standards of Professional Conduct (Code and Standards).
Global Investment Performance Standards (GIPS Standards)
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Asset Manager Code of Professional Conduct
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Pension Trustee Code of Conduct
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Endowments Code of Conduct
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Research Objectivity Standards
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Soft Dollar Standards
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Analyst/Issuer Guidelines
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Trade Management Guidelines
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More Codes, Standards, and Guidelines
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