CFA Institute, the global association of investment professionals, announces the appointment of Mona Naqvi as Managing Director, Research, Advocacy & Standards, effective 8 September 2025.

Reporting to President and CEO, Margaret Franklin, CFA, Mona will join the CFA Institute global leadership team with responsibility for the strategic direction and leadership of the organization’s research, advocacy, and standards efforts across the investment industry – including work delivered through the CFA Institute Research and Policy Center.

Margaret Franklin, CFA, President & CEO, CFA Institute, comments:

“We look forward to welcoming Mona to her new role at CFA Institute. She brings deep experience at the intersection of sustainable finance, capital markets, and public policy. Her blend of strategic insights, global perspective, and subject-matter expertise will guide our work as we continue to advocate for investors through better standards, investor-focused policies, and innovative, timely research. Mona’s appointment reinforces our commitment to advancing thought leadership and delivering impact and actionable insights across the investment profession.”

Mona Naqvi comments:

“I’ve long admired the role CFA Institute plays in advancing professionalism and trust in finance. I’m looking forward to contributing to its important work at a time of extraordinary change for the industry and the evolving needs and interests of practitioners and investors. I believe in the power of research, clear communication, and thoughtful policy to turn ambition into action — and I’m excited to help shape the conversation on where finance goes next.”

Mona’s role will include oversight of the CFA Institute Research and Policy Center — the organization’s platform for developing independent research, shaping policy, and setting standards. The Center brings together CFA Institute expertise with a global community of industry and subject matter experts to address pressing issues in capital markets.

Mona previously held senior leadership roles at S&P Global, most recently as Global Head of Sustainable Capital Markets & Investment Research, and also served as founder and chair of the S&P Global Investor Client Council. Earlier in her career, she was a climate policy advisor to the Obama Administration, an economist at the Bank of England, and a Research Director at the sustainable finance think tank 2° Investing Initiative.

About the CFA Institute Research and Policy Center

The CFA Institute Research and Policy Center brings together CFA Institute expertise along with a diverse, cross-disciplinary community of experts working collaboratively to address complex problems. Firmly anchored to the CFA Institute tenets of intellectual independence, impartiality, and technical rigor, its research, advocacy and standards work seeks to transform research insights into actions that strengthen markets, advance ethics and improve investor outcomes for the ultimate benefit of society. It is organized around four themes: capital markets, technology, the future of the investment industry, and sustainability.

About CFA Institute

As the global association of investment professionals, CFA Institute sets the standard for professional excellence and credentials. We champion ethical behavior in investment markets and serve as the leading source of learning and research for the investment industry. We believe in fostering an environment where investors’ interests come first, markets function at their best, and economies grow. With more than 200,000 charterholders worldwide across 160 markets, CFA Institute has 10 offices and 158 local societies. Find us at www.cfainstitute.org or follow us on LinkedIn at @CFAInstitute.

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