Standards Of Practice Handbook

"The purpose of [this book] is to provide up-to-date guidance to the people who grapple with real ethical problems in the investment profession, where theory meets practice. This handbook is intended for CFA Institute members navigating ambiguous ethical situations; supervisors and subordinates determining the nature of their responsibilities to one another, to clients and potential clients, and to the securities markets; and candidates preparing for the chartered financial analyst examinations."--Preface.

Ethical principles are far more than mere rules or regulations - they are maps for bringing out your best as a caregiver and healer. Responding to a lack of articulated or standardized ethical guidelines for energy healing practitioners, David Feinstein, PhD, and Donna Eden developed a professional curriculum that has become one of the country's most successful and effective energy medicine certification programs. Now, this comprehensive, case-oriented guide allows veterans of the field and newcomers alike to work through a wide range of ethical dilemmas before they arise, helping you to prevent professional errors that could hurt you, your clients, and your practice.

This book provides a single text of different perspectives on how professional standards and ethics has been conceptualised and developed into practical policing processes for the purposes of policing, not only by the police but also by the partner agencies.

The Model Rules of Professional Conduct provides an up-to-date resource for information on legal ethics. Federal, state and local courts in all jurisdictions look to the Rules for guidance in solving lawyer malpractice cases, disciplinary actions, disqualification issues, sanctions questions and much more. In this volume, black-letter Rules of Professional Conduct are followed by numbered Comments that explain each Rule's purpose and provide suggestions for its practical application. The Rules will help you identify proper conduct in a variety of given situations, review those instances where discretionary action is possible, and define the nature of the relationship between you and your clients, colleagues and the courts.

"The Handbook is the fundamental element of the ethics education effort of CFA Institute and the primary resource for guidance in interpreting and implementing the Code and the Standards."--p.viii.

A fast growing share of investors have recently widened their scope of analysis to criteria regarded as extra-financial. They are driven by different motivations. Adoption of sustainable investment strategies can be driven, on the one hand by the sole motivation to hedge portfolios against knowable risks by expanding the conceptual framework to incorporate the latest best practice in risk management. Other investors focus rather on a long-term view and make an active bet on societal change. Recent empirical research has shown that considering sustainability factors within investment practices does not come at a cost (i.e. through a reduced opportunity set) but allows for competitive returns. Furthermore, the growing market and resulting competition in the wake of sustainable investing going mainstream has the welcome effect to compress fees for such products. Hence, staying informed about recent trends in sustainable investing is imperative no matter what the main motivation is.