Explore the new material at the Research and Policy Center
CFA Institute is actively providing topical and interesting material, research papers and reports. See below a list of some of the newest releases.
Navigating Transition Finance: An Action List
In this new research CFA Institute identifies the many challenges implicit in transition finance as a mechanism for decarbonizing carbon-intensive sectors such as aviation, shipping, trucking, steel, cement, aluminum, and petrochemicals production. The research discusses the different stages of readiness and adoption of transition finance across various industries and markets, and offers recommendations for corporations, investors, and policymakers to improve the environment for transition finance investors. Read the report here.
CFA members earn 1.75 PL credits.
Responsible Investment Funds Build Consistent Market Presence
This new report helps investors, firms, and investment professionals assess the outlook for responsible investment funds. It demonstrates the key factors and trends shaping the responsible investment fund market in the United States and Europe. Find report here.
CFA members earn 0.75 PL credits.
Ssutainability Disclosure Requirements (SDR) Comparison
Read CFA Institute new resource that describes the similarities and differences between the Standards and SDR here.
Standards of Practice Handbook
The 12th edition of the CFA Institute Standards of Practice Handbook, updated to reflect the latest changes to the Code of Ethics and Standards of Professional Conduct, was published last week. The material in the Handbook represents the foundation of the ethics education efforts of CFA Institute and is the primary resource for guidance in interpreting and implementing the Code and Standards. The Handbook seeks to educate members and candidates on how to apply the Code and Standards to their professional lives in a variety of situations. Check CFA Institute website for the updated version.
CFA members earn 6.25 SER credits.
An Introduction to Alternative Credit
In this Research Foundation brief (eligible for 3.25 PL credits), practitioners introduce the key features of the alternative credit asset class. Each contributor to the book takes a deep dive into one of seven types of alternative credit sub asset classes. They spotlight leading transactions to evaluate those features and their implications for investors and discuss the market’s anticipated continued growth and potential evolution. Read the brief here.
CFA members earn 3.25 PL credits.