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Newsletter Highlights
Added to CFA Institute Regognition Program
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Learn about SSGA's Tiffany Hu
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Discover the 41 countries we touch
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BSAS Members
Can Save $100
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Great news
for charterholders!
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4th Annual
Sustainable Investing Conference
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Tuesday, September 27, 12:15 - 2:00 p.m.
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Thursday, November 17, 8:00 a.m.
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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.
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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
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Save $100: Use BSAS Code BOSAGD-16
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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.
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Member Highlights
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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.
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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 Snider, Head 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
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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
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CFA Institute News
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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:
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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>>
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Investment Decisions and Behavioral Finance:
Identifying and Capitalizing on Irrational Investment Practices
November 16, 2016 - November 18, 2016
Harvard Kennedy School
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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!
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