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8 Jun 2020, 12:36 pm
.), the ranking member of the committee also released a statement about the PPP that day: I am deeply troubled by reports of financial institutions turning away small businesses that desperately need capital through the Paycheck Protection Program. [read post]
28 May 2020, 3:03 am
” First, a CFA Institute blog says they want the SEC to propose new rules so details of contemporaneous review and the speed bump can be better understood. [read post]
30 Oct 2019, 2:39 am
CFA Institute v. [read post]
24 Sep 2019, 3:00 am
This SEC Institute blog flags a recent CFA Institute member survey addressing quarterly reporting & ESG disclosure. [read post]
9 Aug 2019, 6:16 am
Smith, EY Center for Board Matters, on Thursday, August 8, 2019 Tags: Board composition, Boards of Directors, Corporate Social Responsibility, Disclosure, Diversity, ESG, Institutional Investors, Sustainability [read post]
7 Aug 2019, 7:33 am
The Consumer Federation of America (CFA) expressed similar concerns in its letter. [read post]
5 Aug 2019, 6:22 am
Peters, CFA Institute, on Monday, August 5, 2019 Editor's Note: Sandra Peters is head of the Financial Reporting Policy Group at CFA Institute. [read post]
3 Aug 2019, 7:23 am
Posted by Subodh Mishra, Institutional Investor Services, Inc., on Saturday, August 3, 2019 Editor's Note: Subodh Mishra is Executive Director at Institutional Shareholder Services, Inc. [read post]
26 Mar 2019, 5:10 am
” Citing a CFA Institute study on public reporting companies in the U.K., CII observed that moving from quarterly reporting to semi-annual reporting is not effective for remedying undue corporate emphasis on short-termism. [read post]
17 Dec 2018, 5:00 am
On a separate disclosure panel, Sandra Peters, global head of the CFA Institute, said she is seeing a move away from the reporting of traditional financial information and toward bigger projects and broader governance issues. [read post]
10 Dec 2018, 6:03 am
” The judges on the panel selecting the winning study were: Robert Dannhauser, Head of Capital Markets Policy, CFA Institute James Hawley, Professor emeritus and former Director of the Elfenworks Center for Fiduciary Capitalism at St. [read post]
30 Nov 2018, 7:05 am
Sandra Peters of the CFA Institute agreed with Tweedie, stating that when she has been on audit committees, she cringes when there is talk about lowering audit fees. [read post]
26 Nov 2018, 2:39 pm
Institutional Investor Many states provide an exemption for advisers whose only clients are institutional investors. [read post]
26 Nov 2018, 2:39 pm
Institutional Investor Many states provide an exemption for advisers whose only clients are institutional investors. [read post]
26 Nov 2018, 2:39 pm
Institutional Investor Many states provide an exemption for advisers whose only clients are institutional investors. [read post]
10 Oct 2018, 5:00 am
Brown Advisory’s Charlie Constable, head of private client with the company, and Tim Hathaway, CFA, head of U.S. institutional business, were both given the ... [read post]
18 Sep 2018, 2:45 am
Not Many Women Here’s the lowlights from this new report from the CFA Institute based on the new “lead audit engagement partners” disclosure made by companies in their proxies this year (the report covers much more ground than gender of the lead partners): – Only 15% of lead engagement partners of the S&P 500 were female – Only 11% of lead engagement partners of the S&P 100 were female – Percentages of female lead engagement partners by… [read post]
28 Mar 2018, 7:36 am
However, once the insurer made offers to compromise the claims the individuals accepted these and cancelled their CFAs with the solicitors. [read post]
19 Mar 2018, 5:45 pm
Over the past decade, lenders have instituted a maze of complex guidelines that are both restrictive and hard to interpret. [read post]
19 Mar 2018, 3:58 pm
Google’s European program appears to be modeled on its extensive academic “AstroTurf” campaign in the United States, which CfA detailed in a July 2017 report, Google Academics Inc, and which was detailed in various press reports. [read post]
