CFA Institute Investment Industry Standards

Asset Manager Code

CFA Institute offers the voluntary CFA Institute Asset Manager Code to help asset managers practice ethical principles that put client interests first. By helping investors identify asset managers who have committed to high standards of professional conduct, we are building the integrity of the investment industry.

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*CFA Society South hosted an information session on how to claim compliance, view in now on our channel on Asset TV.

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Pension Trustee Code

The CFA Institute Pension Trustee Code of Conduct sets the standard for ethical behavior for a pension plan’s governing body. Adoption of the Code is voluntary and promotes professional excellence among a pension plan’s trustees and trust among the plan’s stakeholders.

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Global Investment Performance Standards

The GIPS® standards are a set of industry-wide principles that guide investment firms on how to calculate and report their investment results to prospective clients. CFA Institute encourages firms to voluntarily adopt these standards.

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