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CFA Institute works to advance and promote policies that serve investor protection over commercial interests; we support the creation and adoption of rules and regulatory standards that improve market structure, transparency, and fairness for all investors with the intent to expand investment industry professionalism.

How We Do This

Policy Research and Advocacy

CFA Institute takes positions on key issues by engaging in evidence-based advocacy, calling on the collective knowledge of our members and a diverse network of experts. Scroll down to select specific issues and research.

Comment Letters

We respond to current issues and proposed regulations and legislation related to ethical conduct, professional standards, and integrity in global capital markets.

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Experts and Committees

Our global team of experts lead policy research and commentary in collaboration with CFA charterholders, think tanks, and standard setters.

Find an Expert
Advocacy Monthly Briefing Cover Image short

October 2020 CFA Institute Advocacy Update (PDF)

Read about our Advocacy work on improving rules from the US Securities and Exchange Commission and the Department of Labor. We also target global COVID-19 economic risks, systemic risks, and tackle the critical endeavor of establishing ESG standards.

Featured Research

Sviatoslav Rosov PhD, CFA
Sandra J. Peters CPA, CFA Jack T. Ciesielski CFA
James Allen CFA Tyler Gellasch Kurt Schacht JD, CFA

Policy Positions and Research

Asia-Pacific Research Exchange

Share, learn, and engage on industry topics and trends specific to the Asia-Pacific region.

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Market Integrity Insights

Market Integrity Insights blog is a forum for providing analysis and commentary on the integrity of global capital markets.

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