Posted on by Christopher K. Merker, Ph.D., CFA

ESG Disclosure Standards for Investment Products

https://www.cfainstitute.org/en/ethics-standards/codes/esg-standards

Yesterday CFA Institute published the exposure draft of the ESG Disclosure Standards for Investment Products. This is a significant milestone on a mission-driven path to establishing global disclosure requirements for investment products with ESG-related features.

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

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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