Exposure Draft of the Verification Procedures for the ESG Disclosure Standards for Investment Products
CFA Institute, in collaboration with its volunteer ESG Verification Subcommittee, seeks feedback on the Exposure Draft of the Verification Procedures for the ESG Disclosure Standards for Investment Products. These procedures are intended to be used by independent verifiers to test the disclosures that an investment manager makes for a particular investment product. Please refer to the “Providing Feedback” guidelines for submitting comments. All comments must be received by 21 September 2021 in order to be considered.
Please contact standards@cfainstitute.org with any questions.
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Exposure Draft of the Verification Procedures for the ESG Disclosure Standards for Investment Products (PDF)
Read the Exposure Draft.
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Providing Feedback (PDF)
Guidelines for submitting feedback.
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Exposure Draft Response Form
(DOC)
Download the form. -
Comment Letters on the Exposure Draft
View the comment letters received.
Exposure Draft of the ESG Disclosure Standards for Investment Products
CFA Institute, in collaboration with its volunteer ESG Technical Committee, developed an exposure draft to elicit feedback on the Standard’s proposed principles, requirements, and recommendations. The public comment period for this Exposure Draft closed 14 July 2021.
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Exposure Draft of the ESG Disclosure Standards for Investment Products (PDF)
Read the Exposure Draft.
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Comment Letters on the Exposure Draft
View the comment letters received.
Reference Materials
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Map of Sustainable Finance Disclosure Regulation (SFDR) Requirements to Exposure Draft Provisions (PDF)
Read the document.
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Consultation Paper issued August 2020 (PDF)
The consultation paper is provided for reference only.
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Comment Letters for the Consultation Paper
The comment letters are provided for reference only.
What You Need to Know About the Forthcoming ESG Disclosure Standards
CFA Institute is developing ESG disclosure standards for all investment products with ESG-related features.
- What are the draft ESG Standards?
- How will the Standards address the confusion in understanding and comparing investment products with ESG-related features?
- How can they harmonize ESG disclosures for investment products without conflicting with regulations, labels, and other standards?
CFA Institute staff answered these questions and more in the webinar, “Bringing Clarity and Global Consistency to ESG Disclosures for Investment Products.”
A recording of this webinar is available until 10 September 2021.
