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Sustainable Investing

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Let's Measure Up- and Stand Up for Equity

CFA Society Boston is committed to measuring up and supporting our communities of color adversely affected by recent tragic events. We are deeply saddened by the racial unrest that plagues our society. CFA Society Boston stands in solidarity with all who hurt and suffer as a result of systemic racism, and we are committed to continuing our work towards advancing a more inclusive and diverse investment profession. Read the complete message here


Announcing the 2020-2021 CFA Society Boston Board of Directors

CFA Society Boston held our first ever virtual Annual Meeting and Election of Officers virtually on June 17th. Thank you to the members that participated in the 74th Annual Meeting and election. We are proud to introduce the 2020-2021 Board of Directors. Meet the Board of Directors here


NEW Engagement Opportunities

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Updated Notice to CFA Society Boston Members:

Novel Coronavirus/COVID -19

As the new normal of social distancing sets in, CFA Society Boston would like to remind our members that in times like this, your professional membership association is more important than ever.  As a professional society, we value personal interactions and know the power of speaking and meeting with people face-to-face.  We also value your safety, and that of your family, friends and colleagues.  Therefore, we will be rolling out ways to connect with your fellow colleagues and gain access to content that does not require face to face meetings for the near future. Read the complete message here


CFA Institute Survey: Trust in Investment Management More Valuable Than Ever

CFA Institute, the global association of investment management professionals, released the fourth edition of its trust survey, Earning Investors’ Trust: How the Desire for Information, Innovation, and Influence is Shaping Client Relationships. The survey measured the opinions of both retail and institutional investors in 15 markets globally. In this report, CFA Institute analyzes the dimensions of trust at the system, industry and firm level and finds that investors seek more information, innovation, and influence in their interactions with the investment management industry. Click here to read the complete report.

Join CFA Institute for the webinar "Earning Investors' Trust: How the Desire for Information, Innovation, and Influence are Shaping Client Relationships" on May 6th. Kevin McPartland, Managing Director,  Greenwich Associates and Rebecca Fender, CFA, Senior Director at CFA Institute will have an interactive discussion on the role that trust plays in financial services. Click here to register now.


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Let's Measure Up Highlights

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2019 Annual Report

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