CFA Institute Announces Position on ESG Integration

https://www.cfainstitute.org/-/media/documents/article/position-paper/cfa-institute-position-statement-esg.ashx?mkt_tok=eyJpIjoiTTJRMFpqa3daRFppT1RVNCIsInQiOiJTRlVuN1BhZktXY3N4dUFFdW1hNWhkMjN5UVlEZmltbjdKRFJORGdVWURZWFowUlhZY3Mxa0Z0UndoTEZpeGJ6UEZIb2U2XC91eCtwY2ZqZ2NYRXo0K25cL1lZcnZrd2MyeTVOS2JWNzM1ZHYxcTBZaTF5bFpqWDZTZVZxd01nbUhQIn0%3D

CFA Institute consistently monitors key debates and evolving issues concerning the role and application of environmental, social, and governance (ESG) information in the investment management process. More thorough consideration of ESG fac- tors by financial professionals can improve the fundamental analysis they undertake and ultimately the investment choices they make.

CFA Institute is specifically focused on the quality and comparability of the ESG information provided by corporate issuers and how to integrate various ESG factors into the investment selection process.

The positions below reflect the organizational views of CFA Institute and are intended to guide understanding of ESG.

Author: Christopher K. Merker, Ph.D., CFA

Christopher K. Merker, PhD, CFA, is a director with Robert W. Baird & Co. Merker holds a PhD in Investment Governance and Fiduciary Effectiveness from Marquette University. He is a past president of the CFA Society Milwaukee and a current board member. An adjunct professor of finance at Marquette University, where he teaches the investment course, Sustainable Finance, he is also executive director of Fund Governance Analytics, LLC, a provider of governance research and diagnostic tools for issuers, asset owners and institutional investors. He publishes the blog, Sustainable Finance, which covers current topics around sustainability in investing (www.sustainablefinanceblog.org)

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