Newsletter Highlights
Added to CFA Institute Regognition Program
Learn about SSGA's Tiffany Hu
Discover the 41 countries we touch
BSAS Members 
Can Save $100
Great news 
for charterholders! 
4th Annual
Sustainable Investing Conference
Programs & Events


Tuesday, September 27, 12:15 - 2:00 p.m.
Thursday, November 17, 8:00 a.m. 

Saturday, November 19, 8:30 a.m. - 4:30 p.m.
BSAS 2016

Level I Practice Exam
Thursday, December 8, 12:15 - 2:00 p.m.
Jeremy Siegel - What's Ahead for the Markets and the Economy?


After selling out our original location, we have moved to a larger room at the Marriott Long Wharf. 


Don't miss this opportunity to see Jeremy Siegel who will share his thoughts on the state of the markets and the economy. Putting today's market and economic environment into a historical context is one of his unique capabilities. Discussion points will include: 
  • The major current issues facing the global markets and the economy.
  • A study on historic & current equity & bond market trends
  • Observations on global equity market valuations
  • Quintile study of the S&P 500 ranked by dividend yields and P/E ratios 
NEARLY SOLD-OUT.
Alpha
Save $100: Use BSAS Code BOSAGD-16
                    MemberProfile
Member Profile


This month's Member Profile features BSAS volunteer Tiffany Hu, CFA. Tiffany works in Regulatory Strategy & Execution at State Street Global Advisors



Learn more about Tiffany's career path, her current responsibilities, and her BSAS membership experiences.



                          Tiffany Hu's Member Profile
  
CFA Institute's GIPS Conference in BostonGIPS


More Information and Registration


Member Highlights
  
Congratulations to BSAS Board Member Vitaly Veksler, CFA, who was recently featured in Harvest Exchange's Community Spotlight. Vitaly is CEO and Porfolio Manager at Beyond Borders Investment Strategies (BBIS). Learn more about Vitaly's investment strategies, how they differ from others, and gain insight into his investment philosophy. 
Designed to help mainstream professionals navigate sustainable investing challenges, this event will bring together thought leaders, practitioners and asset owners to provide practical advice to meet the needs of an ever-growing investor group demanding Sustainable Investing Products.


Highlighted Speakers:
  • KEYNOTE: John Streur, President and CEO, Calvert Investments
  • Anreas Hoepner, Associate Professor of Finance, ICMA Centre, Henley Business School
  • Stevey Lyndenberg, Partner Strategic Vision, Domini Social Investments
  • Pernille Jessen, PhD, Head of Credit, Unipension
  • George Serafeim, Jakurski Family Associate Professor, Harvard Business School
  • Anna SniderHead of Due Diligence, CIO Office, Merril Lynch
  • Sarah Williamson, CEO, Focusing Capital on the Long Term 
Learn what Jean Rogers, PhD PE, CEO and Founder of SASB discussed at last year's conference

(Click below to see video on our ESG landing page). 


Thursday, November 17, 2016  |  Sheraton Boston  |  39 Dalton Street, Boston


  
Did you know that globally more than 3,000 candidates and 41 local societies make use of the BSAS practice exam? Take a look at the countries -- including  China, Denmark, Australia, Thailand, Nigeria, Canada -- in which we make an impact


With a qualified team of question-writers, our exams focus on the most recent Body of Knowledge� and test formats. The BSAS Practice Exam has proven to be a valuable study tool for candidates preparing for the exam. BSAS Practice Exam Information 


CFA Institute News
CFANews
Updates to 
2017 CFA Program Curriculum

  
CFA Institute is providing members access to annual curriculum updates and raise awareness of what is driving updates to the 2017 curriculum as part of the Practice Analysis process. Highlighted resources include: 
Please contact CFA Institute with questions.



Great News for Charterholders 
Interested in the CIPM Designation

  
CFA Institute is excited to announce some significant and exciting news around the CFA Institute Certificate in Investment Performance Measurement (CIPM�) Program. 


Starting with the March 2017 CIPM exam cycle, all CFA� charterholders (and individuals who have successfully completed the CFA Level III exam) will automatically be granted an exemption to the CIPM Principles exam and become eligible to enter the CIPM Program directly at the Expert level. 


This change is significant because to date, all candidates have needed to complete and pass two exam levels (Principles and Expert), in addition to completing the professional conduct and experience requirements, to be eligible for the CIPM designation. <<Read More>>


Time's Running Out to RenewRenewal
Continue To Take Advantage of these

Membership Benefits
  • Exclusive membership directory and BSAS Job Board
  • Discounted rates on programs and events
  • Members-Only networking and special events 
  • Volunteer opportunities that foster leadership skills
  1. LOGIN to your CFA Institute account
  2. FILE your Professional Conduct Statement 
  3. PAY your CFA Institute and local society dues
Investment Decisions and Behavioral Finance:

Identifying and Capitalizing on Irrational Investment Practices
November 16, 2016 - November 18, 2016

Harvard Kennedy School




Accepted into CFA Institute's University Recognition Program


Brandeis University's Master of Science in Finance program has been accepted into CFA Institute's University Recognition Program. In exchange for their participation in this program, Brandeis: 
  • Will be listed on the CFA Institute website and other venues promoting the University Recognition Program
  • Is entitled to award five CFA Program Awareness Scholarships to students each fiscal year 
  • May reference their CFA Institute endorsement in promoting their program



 

Congratulations Brandeis! 



The Boston Security Analysts Society | Two Financial Center, Suite 1010 | 60 South Street | Boston | MA | 02111