CFA – Advisor's Edge

What is ESG integration, anyway?

melissa — Thu, 08 Jun 2023 13:21:52 +0000

There's no one way to perform ESG integration, but a definition is forthcoming

melissa — Mon, 20 Mar 2023 18:11:53 +0000

The change is one of five updates to the CFA program aimed at making the charter more practical

Mark — Wed, 01 Feb 2023 16:14:51 +0000

Asset managers representing US$11.2 trillion in AUM have signed the code

melissa — Thu, 21 Apr 2022 18:41:27 +0000

However, gaps remain between what's important to retail investors and how well advisors are delivering

melissa — Tue, 22 Mar 2022 19:05:17 +0000

Asset managers representing US$2.5 trillion in AUM are among the organizations to sign the code

melissa — Thu, 24 Feb 2022 16:58:39 +0000

In Canada, the code requires that organizations commit to embracing Indigenous reconciliation

stephanievanheuvelen — Mon, 04 Oct 2021 20:30:20 +0000

Regulators are asking if ESG funds are doing what they're supposed to. Clients may be asking, too.

Mark — Wed, 14 Jul 2021 17:02:31 +0000

Naming standards and minimum requirements are needed for disclosure to help advisors, the fund group said

Mark — Mon, 28 Jun 2021 16:31:21 +0000

The CFA's proposed disclosures should help advisors, but others may try to go further with product certification

Fiona Collie — Fri, 07 Aug 2020 15:30:49 +0000

Credentialing bodies have announced changes