Summary

CFA Boston actively helps to shape policy that promotes fair markets and ethical practices in the investment profession through partnerships, promotion of the CFA charter designation brand, and quality programming. Through our financial literacy initiative, we have formed alliances with many non-profit organizations to educate the investing public, including Invest in Girls, Year Up, New Sector Alliance, the Massachusetts State Treasurer's Office, and more. We have heightened awareness of our brand and standards to local employers by encouraging asset owners and managers to sign on to the Asset Managers Code of Conduct. We have also done community outreach through our elected officials, including meetings with Secretary of Housing and Economic Development Jay Ash, and Undersecretary for the Office of Consumer Affairs and Business Regulation. Finally, we offer programming to ensure CFA Society Boston and its members are adhering to the high level of ethics and standards outlined by CFA Institute.  


Putting Investors First

As a local CFA Society, we have been at the forefront of advancing the investment management profession. Each year, we take part in the globally recognized Putting Investors First campaign. For the past two years, Governor Baker has issued proclamations declaring May as Putting Investors First Month in Massachusetts. We also promote #CFADifference year-round and offer members access to many tools and information to help their clients make better informed decisions.



Annual Report

Please review our latest Annual Report to learn about other CFA Boston advocacy efforts and the many benefits
CFA Boston offers to our members and the general investing public.
Please note: BSAS changed its name to CFA Boston in January of 2017.
Therefore, our most recent Annual Report is the 2016 BSAS Annual Report.  


BSAS Annual Report 2016
(Adobe PDF File)