Market Integrity & Advocacy

CFA Institute works to shape public policy and promote industry practices that put investors' interests first.

Our Impact

The Business Times, The Straits Times, and CFO Innovation Asia
Our first-of-its-kind analysis, "Portfolio Pumping in Singapore: Myth or Reality?," by Alan Lok, CFA, is getting a lot of media attention, including in The Business Times, The Straits Times, and CFO Innovation Asia.

Read the policy brief: Portfolio Pumping in Singapore: Myth or Reality? (PDF, 1 page)  | Download the full report (111 pages)
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Are investors getting rolled? Join the live Twitter chat

Join Svi Rosov, PhD, CFA, and Dennis Dick, CFA, head of equity market structure at Bright Trading, for a live Twitter chat on Market Liquidity, HFT, and Adverse Selection. When: 12 p.m. EST 7 December; follow #CFAHFT

Read Svi Rosov's post  |  Watch his explanation (video, 1 min.)  |  Read Svi's report: Liquidity in Capital Markets (54 pages)

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Expert panel: Executive pay disclosure in the “say on pay” era

Because the CD&A is a company’s primary engagement tool with investors, it must tell a company’s compensation story in a concise, understandable manner. Matt Orsagh, CFA, CIPM, will moderate an online forum 7 December to promote better CD&A communication.

Join the online forum on 7 December   | Submit a forum question to Matt by leaving a comment |  Read Matt's blog posts  |  Download a free CD&A template (PDF)

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DOL Fiduciary Rule Plan: Armageddon or Start of Promising New Era for Investors?

Linda Rittenhouse, JD, is following the fiduciary rule issue closely.

Watch a recap of her DOL testimony (video, 1 min.)  |  Read our fiduciary duty blog posts  |  Read our latest comment letter on the issue

Policy Perspectives

Where we stand on the issues: research, interviews, and briefings

The Standards and Advocacy Team

Kurt Schacht, CFA “Our diverse membership of professional investors informs our perspectives on global capital markets issues, transcending narrow commercial interests to focus on market integrity.”
— Kurt Schacht, CFA  

Team member profiles  | Projects we're working on (PDF)

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