While we are unable to hold a full-day in-person event in 2020 due to the COVID-19 pandemic, we are looking forward to and planning for a live event in fall 2021, conditions permitting.

Designed to help mainstream professionals navigate the explosion of approaches and increased client demand, this yearly event is designed to bring together thought leaders, practitioners, and asset owners to provide practical advice and share experience-based examples and insights. We present large themes and connect those themes to professional practice – like Bob Litterman’s in-depth presentation of climate change as a risk management challenge and a panel on incorporating climate change into portfolio management and construction. We selectively include emerging areas of practice – from green bonds to fiduciary duty. And most importantly, our attendees participate in a conversation including both asset owners and expert practitioners.

The annual event’s success – as reflected in the overwhelmingly positive feedback and growth to over 150 attendees – has enabled us to attract an array of outstanding speakers and a diverse audience. It has extended our reach into the large potential audience of over 5,700 CFA Society Boston members and the wider regional investment community.

Mainstreaming Sustainable Investing is our goal and our overarching theme, in addition to being the event’s tagline. Mainstream investment professionals are our target audience, and we have been successful at attracting a wide range of attendees. The attendees serve a range of clients from high net worth individuals and family offices through large institutional investors. They work for small firms and global asset managers. 

Even with the growth we’ve experienced, the organization and structure of the annual Sustainable Investing seminar consciously maintains the feel of a smaller forum that encourages conversation between speakers and attendees. At the same time, the diversity of the participants has been frequently cited as providing unique learning and networking opportunities.

Sponsorship Opportunities

Since 2013, CFA Society Boston's Sustainable Investing Initiative has been highlighted each year with our Sustainable Investing seminar. The society's sustainable investing offerings have become a leading venue for exposure to innovation and best practices in this rapidly growing area of investment management. We are unable to hold a full-day in-person event in 2020 due to the COVID-19 pandemic but we are looking forward to and planning for a live event in fall 2021, conditions permitting. In the meantime, we are offering virtual Sustainable Investing programming. The programming, virtual and in-person, will result in exciting sponsorship opportunities.

Be one of the first to learn about sponsorship opportunities for our Sustainable Investing offerings. Sign Up Now!

Margaret Franklin, CFA

President and CEO, CFA Institute

We thank Margaret Franklin, CFA, for the video below, presented at our 7th Sustainable Investing Conference on November 13, 2019. In her message, Ms. Franklin discussed how sustainable Investing is not only an opportunity to drive the bottom line of companies and share prices for investors, it also gives us a chance to put our capital to productive use and address opportunities and challenges facing our society and the global economy.