• Mona Naqvi to lead CFA Institute’s research, policy, and standards strategy globally
• Appointment reinforces CFA Institute’s commitment to sustainable finance and investor-focused advocacy
• Naqvi previously held leadership roles at S&P Global and advised the Obama Administration on climate policy

CFA Institute, the global association of investment professionals, has appointed Mona Naqvi as Managing Director, Research, Advocacy & Standards, effective 8 September 2025. Naqvi will report directly to President and CEO Margaret Franklin, CFA, and will join the Institute’s global leadership team to guide the strategic direction of its research and policy work across the investment industry.

Leading global advocacy and standards

In her new role, Mona Naqvi will oversee the CFA Institute Research and Policy Center—its platform for delivering independent research, shaping capital market policy, and advancing industry standards. She brings more than a decade of experience at the intersection of sustainable finance, public policy, and capital markets.

“We look forward to welcoming Mona to her new role at CFA Institute,” said Margaret Franklin, President & CEO of 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.”

Deep experience across finance and policy

Mona Naqvi most recently served as Global Head of Sustainable Capital Markets & Investment Research at S&P Global and was 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 Research Director at the sustainable finance think tank 2° Investing Initiative.

“I’ve long admired the role CFA Institute plays in advancing professionalism and trust in finance,” said Naqvi. “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.”

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