CFA Institute-led group seeks to provide verbiage for investors that promotes unifying around common, accurate and consistent definitions for responsible investment practices.
Tag: CFA Institute
The framework, now out for comment, calls for extending GIPS to outsourced investment managers, with rules for things like fee disclosures and benchmarking.
Certificate program is designed for non-investment professionals to gain understanding of the global investment industry.
Top-flight entities, from CalPERS to Cambridge Associates, pledge to boost DEI and track their progress.
The industry group is working on adopting GIPS to apply to outsourced investment management.