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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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Development of the Standards

CFA Institute, in collaboration with its volunteer ESG Technical Committee, developed an exposure draft to elicit feedback on the Standard’s principles, requirements, and recommendations. Please refer to the “Providing Feedback” guidelines for submitting comments. All comments must be received by 14 July 2021 in order to be considered.

Please contact standards@cfainstitute.org with any questions.

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.”

You can help shape the final version of the Standards by commenting on the Exposure Draft by 14 July 2021.

A recording of this webinar is available until 10 September 2021.

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