Market Integrity & Advocacy

A respected source of research on issues that define the future of the investment industry, CFA Institute works to shape public policy and promote industry practices that put investors' interests first. We do this by:

Policy Perspectives

Where we stand on the issues: our latest research, interviews, and briefings.

Best-Interests/Fiduciary Duty

Single standard of care for personalized retail investment advice

Read our latest blog posts on best-interests/fiduciary duty

Corporate Governance

Research and best practices guidance relating to board, management, and shareowner rights

Read our latest blog posts about corporate governance

Thought Leadership

We research, analyze, and report on the market integrity issues that matter to investment management professionals.

The Standards and Advocacy Team

Kurt Schacht, CFA  

"Our diverse membership of professional investors informs our perspectives on global capital markets issues, transcending narrow commercial interests to focus on market integrity."
- Kurt Schacht, CFA, managing director at CFA Institute

See team member bios

We invite your input. Email us at advocacy@cfainstitute.org.