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Asset managers representing US$11.2 trillion in AUM have signed the code

  • By: Staff
  • February 1, 2023 February 1, 2023
  • 11:14
Happy businesspeople walking

However, gaps remain between what's important to retail investors and how well advisors are delivering

Diverse Executive Team Meeting in Office Reception Room

Asset managers representing US$2.5 trillion in AUM are among the organizations to sign the code

  • By: Staff
  • March 22, 2022 March 25, 2022
  • 15:05
Diverse Executive Team Meeting in Office Reception Room

In Canada, the code requires that organizations commit to embracing Indigenous reconciliation


Regulators are asking if ESG funds are doing what they're supposed to. Clients may be asking, too.

Young plant

Naming standards and minimum requirements are needed for disclosure to help advisors, the fund group said


The CFA's proposed disclosures should help advisors, but others may try to go further with product certification

Close up of a woman using a laptop

Credentialing bodies have announced changes

  • By: Staff
  • August 7, 2020 August 11, 2020
  • 11:30
Businessman Working Finance Trading Stock Concept

Survey respondents are also concerned the pandemic could cause asset mispricing

  • By: Staff
  • June 23, 2020 June 24, 2020
  • 13:39
Man writing on a blackboard

Beginning in June, the SRO will accept the Level I CFA exam as an alternative to the CSC