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BUILDING SOCIETY EXCELLENCE
On 1 December 2020, the CFA Institute Future of Finance team released its report on the Future of Sustainability in Investment Management.
The report highlighted that to increase the adoption, effectiveness, and impact of sustainable investing, organizations, investment professionals and the wider industry must focus on environmental, social and governance (ESG) education. In addition to the report, we have also developed two Rubric Assessment Tools that provide a framework for investment organizations and investment professionals to do a candid self-assessment of areas needed for future sustainability effectiveness. The rubrics will help you recognize your strengths and develop plans for building your capabilities where gaps exist.
Explore the information on this page to find out more about how your society can engage with the report and its findings. Tools are available for a variety of promotion and engagement needs. The list below outlines the assets prepared and ready to support report promotion, media engagement, and a range of event scenarios.
Slide deck (20-30 minute) with presentation script, including Summary and Overview of ESG Certificate
Slide deck (10 minute overview)
Event-in-a-Box, including:
• Promotional text
• FOSIM report summary
FOSIM report summary (Spanish)
FOSIM report summary (Portuguese)
Sustainable Investing at an Inflection Point - Roger Urwin – Culture
April 2024
March 2024
February 2024
January 2024
December 2023
November 2023
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This material is provided for informational purposes only and may not be used in any commercial manner without prior written permission from CFA Institute. © 2024 CFA Institute. All Rights Reserved.