Guideline on Responsible Investment
The CFA institute in cooperation with other institutions issued a guideline on “Definitions for Responsible Investment Approaches”. This guideline provides five key definitions for responsible investment terms: screening; environmental, social, and governance (ESG) integration; thematic investing; stewardship; and impact investing.
The growing global interest in responsible investment approaches has spawned new ideas and practices, as well as new terminology that may or may not be initially clear or widely understood. Increased interest in responsible investment has prompted a need for standardized terminology to enhance communication among institutional investors, regulators, policymakers, and market participants.
To view the guidance, please click on the link below:https://rpc.cfainstitute.org/en/research/reports/2023/definitions-for-responsible-investment-approaches