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.
Christopher K. Merker, PhD, CFA, is a director with Private Asset Management at Robert W. Baird & Co. and executive-in-residence and co-director of the Marquette S-Lab. He is also founder and chair of the board of Water + Energy Forward, a green bank focused on market-based climate solutions. He holds a PhD in investment governance and fiduciary effectiveness from Marquette University, where he has taught “Sustainable Finance” since 2009. He publishes
Sustainable Finance and is co-author of
The Trustee Governance Guide: The Five Imperatives of 21st Century Investing.
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