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ESG Disclosure Standards for Investment Products

˹ŵ˾app Institute is developing a voluntary, global industry standard to provide greater product transparency and comparability for investors by enabling asset managers to clearly communicate the ESG-related features of their investment products.

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Development of the Standard

˹ŵ˾app Institute, with input from a volunteer working group, developed a consultation paper seeking feedback on the proposed scope, structure, and design. Comments received are posted below and will help shape an exposure draft, an initial version of the standard, which ˹ŵ˾app Institute plans to issue in May 2021. Please contact standards@cfainstitute.org with any questions.

Discussion on the ESG Standards Development

View ˹ŵ˾app Institute’s webinar replay, "Improving Transparency and Comparability of Investment Products with ESG-Related Features," offering an overview of the Consultation Paper for the development of ˹ŵ˾app Institute ESG Disclosure Standards for Investment Products and answering questions from participants.

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