×
  • Password-protected pages on http://www.cfainstitute.org will be unavailable from 5:00PM to 10:00 PM ET, Friday September 21st.

Hero_L2_510430253
Advocacy Monthly Report Cover Image

Global Advocacy News and Impact (PDF)

Advocacy topics in the news include the debate over quarterly reporting, letters to the US Securities Exchange Commission to stem billions in losses to retirement savers, and key recommendations on global financial reporting and banking requirements.

CFA Institute color bar image

Americas Policy Briefing Book (PDF)

Spring 2018: This report presents our comment letters to regulators regarding capital markets and investment issues and includes our remarks on regulations and regulatory proposals that we deem important. It also provides examples of content that elucidate our position and outlook on these matters.

MiFID II: A New Paradigm for Investment Research Report Cover Image

MiFID II: A New Paradigm for Investment Research (PDF)

Investment research is set to change dramatically in Europe. Under MiFID II, brokers will have to establish a price for investment research separately from execution services. This report, based on a survey of members in Europe, explores expectations of buy-side professionals regarding these issues.

Our Positions

We’re using cookies, but you can turn them off in Privacy Settings. If you use the site without changing settings, you are agreeing to our use of cookies. Learn more in our Privacy Policy.