The Evolving Future of Fiduciary Duty in an ESG World: A Survey of CFA Institute EU-Based Members

As ESG analysis reaches a new level of importance, it’s considered in the context of potential fiduciary duty of investment managers versus professional judgement. The CFA Institute considered the views of its EU-based members on the topics, including research analysts, portfolio managers, manager of managers, corporate financial analysts and consultants. ESG factors including a variety of labels, ratings and benchmarks are considered.

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