There's no one way to perform ESG integration, but a definition is forthcoming
The change is one of five updates to the CFA program aimed at making the charter more practical
Asset managers representing US$11.2 trillion in AUM have signed the code
However, gaps remain between what's important to retail investors and how well advisors are delivering
Asset managers representing US$2.5 trillion in AUM are among the organizations to sign the code
In Canada, the code requires that organizations commit to embracing Indigenous reconciliation
Regulators are asking if ESG funds are doing what they're supposed to. Clients may be asking, too.
Naming standards and minimum requirements are needed for disclosure to help advisors, the fund group said
The CFA's proposed disclosures should help advisors, but others may try to go further with product certification
Credentialing bodies have announced changes