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GLOBAL ESG DISCLOSURE STANDARDS FOR INVESTMENT …

GLOBAL ESG DISCLOSURE STANDARDS FOR INVESTMENT PRODUCTS2021 GLOBAL ESG DISCLOSURE STANDARDS FOR INVESTMENT 2021 CFA Institute. All rights reserved. | iii CONTENTSP reface vIntroduction viGuiding Principles for INVESTMENT Product ESG Disclosures 11. Fundamentals of Compliance 22. INVESTMENT Product ESG Disclosures 43. ESG Terminology 9 Glossary 14 Appendix A: Determining the Applicability of Provisions 17 Appendix B: Sample ESG DISCLOSURE Statements 21 Appendix C: Development of the GLOBAL ESG DISCLOSURE STANDARDS for INVESTMENT Products 36 Appendix D: Relationship to Regulations and Other Codes and STANDARDS 2021 CFA Institute.

The problems of overlapping investment product categorization, non-standardized terminology, and greenwashing are unlikely to be fully addressed by a single solution. Multiple, mutually reinforcing solutions are required if these problems are to be addressed in all markets around the world and for all types of investment products.

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