Volunteer Opportunity Details

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?

• Purposeful participation in a group looking to provide industry-leading guidance on the practice of sustainable investment
• Networking with and benefiting from the professional experience of other CFA UK members
• Opportunity to present your findings to CFA UK’s Professionalism Steering Committee and CFA UK’s Ethics Steering Committee

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