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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, developed a consultation paper seeking feedback on the proposed scope, structure, and design. Comments received are posted below and will help shape an exposure draft, an initial version of the standard. CFA Institute, with support from the ESG Technical Committee and ESG Verification Subcommittee, plans to issue the standard 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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