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ESG Disclosure Standards for Investment Products

CFA Institute is developing voluntary, global industry standards to establish disclosure requirements for investment products with ESG-related features.

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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.

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.

Reference Materials

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.

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