We're using cookies, but you can turn them off in Privacy Settings. If you use the site without changing settings, you are agreeing to our use of cookies. Learn more in our Privacy Policy.

full sized


We're dedicated to working for our members and to moving forward with our mission of promoting integrity, ethics, and professionalism for the greater good, which includes amplifying your voices for reform and stability in the investment industry.

Environmental, Social, and Governance (ESG) Issues in Investing (PDF)

We believe that every investment analyst should know about the risks and opportunities of environmental, social, and governance (ESG) issues. We help investment professionals better understand ESG issues in investing through our educational programs and learning opportunities.

How Will Brexit Impact Investment Managaement? (PDF)

Brexit—the UK decision to exit the European Union—has important implications for UK and EU investment management firms and their clients. This guide for investment management professionals explores the legal and regulatory considerations and analyzes the possible outcomes.

MiFID II: A New Paradigm for Investment Research (PDF)

The provision of investment research will change dramatically in Europe. Under MiFID II, brokes must establish a price for investment research separately from execution services. This report seeks to understand the expectations of buy-side professionals regarding pricing, the allocation of costs, and related issues.

Our Positions