CFA Society Boston's
Sustainable Investing Initiative

 

Since 2013, CFA Society Boston's Sustainable Investing Initiative has been highlighted each fall by our full-day Sustainable Investing seminar. This annual seminar has become a leading venue for exposure to innovation and best practices in this rapidly growing area of investment management.

Over the years, our scope has expanded to provide additional, shorter events throughout the year.  These events allow us to cover additional areas as the field of Sustainable Investing grows, to take a deep dive into a topic or introduce an emerging area of practice.  

Collaboration with other organizations enables us to bring even more resources to CFA Boston members, and expands our audience, providing members networking opportunities with a larger and more diverse range of professionals.  

There are many ways to get Involved with CFA Society Boston's Sustainable Investing Initiative.

  • CFA Society Members in good standing can volunteer to serve on the Sustainable Investing Task Force. The committee year runs from July 1 through June 31 and applications are accepted in the Spring and Summer. To learn more about this opportunity and others visit our online volunteer headquarters.
  • Have questions or looking to connect with others on sustainable investing? Visit the Sustainable Investing Community on Connect to post questions, respond and engage with society members.
  • If you have topics or suggestions on the society's sustainable investing initiative, including programming, email sustainableinvesting@cfaboston.org. 

CFA Society Boston Annual Full-day Sustainable Investing Seminar

  • See our Sustainable Investing Seminar page for detailed information about the seminar, along with materials from previous years’ events.  
  • We have created new virtual offerings  and will continue to expand those while we also look forward and plan for a more in-depth event in fall 2021, details pending.  

ESG Series- Spring 2021

This spring we will be offering an ESG webinar series that kicked off with "Understanding the Evolving "S" Landscape Through its Foundations in Human Rights" on May 4, 2021. The next installment of the series is "A Practitioner Panel on Incorporating Credit Impact of ESG Issues Using Moody's ESG Cross Sector Methodology" on June 22, 2021 from 12:00 - 1:30pm. Click here to learn more and register.

Climate Change Investing Series- Fall 2020

This fall, through a collaboration we developed with other CFA Societies and CFA Institute, we are pleased to present a series of events developed to complement and support the CFA Institute publication of Climate Change Analysis in the Investment Process.   

More Sustainable Investing Programs and Events

These shorter programs cover a range of topics, including deep dives and introductions to emerging areas of practice.  Additional events will be added throughout the 2020-21 Society program year.

  • Certificate in ESG Investing
    CFA Society Boston has partnered with CFA Institute and CFA United Kingdom to offer the Certificate in ESG Investing to the Boston finance community. The Certificate in ESG Investing gives you the knowledge you need to manage investments with a focus on integrating environmental, social and governance factors. It can help you gain an edge in a fast-moving market. Learn more online here.
  • Climate Risk and the Insurance Industry Series:
    A multi-session series in collaboration with UNPRI  
    • US Insurers and ESG Incorporation in Credit Risk- View the Webinar Here
    • Investment Portfolio Risk for Insurance Companies – The CIO Perspective: December 14, 2020
  • Using SASB Standards to Incorporate UN Sustainable Development Goals into Investment Portfolios: November 10th, 2020
    In collaboration with the SASB FSA Boston City Group

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 an in-depth program 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.

Past Seminar Speakers

Robert Eccles, PhD
Bob Litterman, PhD
Jean Rogers, PhD PE