Volunteer Opportunity Details

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Sustainable Investment - Standards of Practice working group members

Signup Deadline: 24-02-2022
Starts: 01-03-2022
Ends: 02-10-2022


No of Member Volunteers required


Timeframe and Commitment

4-6hrs/month – March – October 2022

CFA UK wish to consider developing guidance for applying CFA Institute’s Code of Ethics and Standards of Professional Conduct in the field of sustainable investment. We believe that it would be helpful to identify ethical and professional issues that can arise in investing sustainably and to provide guidance drawn from CFA Institute’s Code and Standards on how best these issues might be addressed. We think it could be useful for society members and other investment professionals for CFA UK to publish a guide modelled on CFA Institute’s Standards of Practice Handbook, laying out examples of good and bad practice pertinent to sustainable investment. 

The purpose and activity of this working group is to:

  • Review the application of the CFA Institute Code and Standards in the context of sustainable investment decisions
  • Develop guidance on applying CFA Institute’s Code and Standards in sustainable investment
  • Possibly get involved in subsequent media outreach and marketing of the handbook

Who are CFA UK looking for?

  • CFA UK members working day-to-day both in mainstream and sustainable investment to help bring out the differences in approach in the handbook
  • Ideally, some exposure to making, reviewing or considering sustainable investment decisions
  • Strong writing and communication skills
  • Availability for 4-6 hrs/month between March and October 2022

What will you get out of it?

Compliance Notes:

  • Group members should seek prior compliance clearance from their employers
  • Members will participate in a personal capacity and not as representatives of their employer

Volunteers Needed:

10 (10 open slots)

Experience Required:

1 to 3 Years Industry Experience


Nikhila Deshmukh