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ESG Disclosure Standards for Investment Products

CFA Institute is developing a voluntary, global industry standard to provide greater product transparency and comparability for investors by enabling asset managers to clearly communicate the ESG-related features of their investment products.

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Development of the Standard

CFA Institute, with input from a volunteer working group, has developed a consultation paper that seeks feedback on the proposed scope, structure, and design. Any individual, group, or organization is welcome to submit their comments. Comments should be provided using the response form below and must be submitted to standards@cfainstitute.org by 19 October 2020. Comments will be posted and will help shape an exposure draft, an initial version of the standard, which CFA Institute plans to issue in May 2021. Please contact standards@cfainstitute.org with any questions.

Discussion on the ESG Standards Development

View CFA Institute’s webinar replay, "Improving Transparency and Comparability of Investment Products with ESG-Related Features," offering an overview of the Consultation Paper for the development of CFA Institute ESG Disclosure Standards for Investment Products and answering questions from participants.

View the webinar replay

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