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Advocacy

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.
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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.

  • Experts and Committees

    Our global team of experts lead policy research and commentary in collaboration with CFA charterholders, think tanks, and standard setters.
Position Paper Positions on Environmental, Social, and Governance Integration
Position Paper Blockchain Technology for Corporate Reporting: An Investor Perspective
Position Paper Corporate Governance and ESG Disclosure in the EU
Article Climate Change Analysis in the Investment Process

Advocacy Update

CFA Institute is tracking a range of new rules and regulations and communicating the investors’ point of view. As always, we provide updates on our positions and advocacy efforts on important policies and reforms that affect the investment community. We continue to garner wide media attention and news coverage around the world.

View September 2021 Advocacy Update (PDF)

Policy Positions and Research

Advocacy Research Topics & Policy Positions

    Asia-Pacific Research Exchange

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

    Visit ARX

    Market Integrity Insights

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

    View latest posts