September 2018

This month's issue features opportunities for CFA Society Boston members to generate extra income (did you ever consider writing for our Practice Exam?), receive potential attention in the press (add yourself to our media directory), learn more about Sustainable Investing (attend our ESG Seminar), and more. Please note that today is your last chance to save $200 on early registration for CFA Institute's Fixed Income Management 2018 Conference. Find out about CFA Society Boston members' involvement with CFA Institute and our new Women's Internship Program. Finally ... thanks to all our members who have renewed for the 2018-2019 membership year. If you haven't yet renewed , time is running out! Thanks for taking a few moments to review our News & Notes.
Thursday, September 27, 12:00 pm-1:30 pm
Putnam Investments Auditorium, Boston, MA
Wednesday, October 17, 12:00 pm-1:30 pm
Putnam Investments Auditorium, Boston, MA

Thursday, October 25, 12:00 pm-2:00 pm
Hyatt Regency Boston

Saturday, November 17, 8:30 am-4:30 pm
MCLE, 10 Winter Place, Boston, MA
Wednesday, November 28, 8:00 am-5:00 pm
Omni Parker House, Boston, MA
CFA Society Boston's 6th Annual ESG Seminar
November 28, Omni Parker House, Boston
Platinum Sponsors
Kate Ahern
Dir., ESG & Communications
Bain Capital
Jeremy Grantham
Noelle Laing
Managing Director
Cambridge Associates
Now in its sixth year, CFA Society Boston's Annual Sustainable Investing Seminar has recognized that Sustainable Investing (SI) has been gradually moving into the mainstream. Designed to help mainstream professionals navigate approaches to SI and increased client demand, this yearly seminar brings together thought leaders, practitioners, and asset owners to provide practical advice and share experience-based examples and insights.
Member Profile
This month's Member Focus features Firoza Panthaki, CFA , Product Manager in the Stable Value Investment Group at New York Life .
Learn more about Firoza's career path, her current responsibilities, and her CFA Boston membership experiences. 
Member Highlight
The Shift from Active to Passive Investing:
Potential Risks to Financial Stability?

CFA Society Boston Member Kenechukwu Anadu, CFA, CAIA, co-authored a recently published working paper that may be of interest to our members. The Shift From Active To Passive Investing: Potential Risks to Financial Stability? was jointly published by the Boston Fed., Anadu, and his colleagues: Mathias Kruttli, Patrick McCabe, Emilio Osambela, and Chae Hee Shin.
Member Representation at CFA Institute
Congratulations to the following CFA Society Boston members who were recently elected to serve on CFA Institute’s Board of Governors. The Board of Governors is the highest governing authority of the CFA® Institute, and is responsible for defining its vision, mission, and strategies.
  • Diane C. Nordin, CFA, Vice Chair, Board of Governors
  • Daniel Fasciano, CFA, Member, Board of Governors
  • Punita Kumar-Sinha, PhD, CFA, Member Board of Governors

For a complete list of CFA Institute’s Board of Governors, click here:

Also congratulations to Pamela G. Yang, CFA, CPA, who was recently elected to serve as the Chair of the Disciplinary Review Committee at CFA Institute. 

Join the CFA Institute Board of Governors or Nominate A Fellow Society Leader

The CFA Institute Nominating Committee is accepting recommendations for applicants to serve a three-year term on the Board of Governors beginning September 1, 2019. Nominate yourself or make a recommendation by completing the Governor Recommendation Form by October 12, 2018. 

More information about preferred candidate qualifications, expected duties, and eligibility is available below.  
CFA Society Boston's Women's Internship Program
CFA Society Boston and CFA Institute are piloting an internship program for women students as part of a wider effort to recruit gender diverse talent into the asset management industry. CFA Society Boston’s Women In Investment Management Summer Internship Program offers 2019 summer internships with Loomis Sayles, Eaton Vance, State Street Global Advisors, and Massachusetts Pension Reserves Investment Management Board. With a goal of expanding this model nationally, Bentley University, UMass Amherst, and Wellesley College are the first three participating schools.   

If your firm would like to participate in this program in the future, please contact Jeanne Wolf. With more internships to offer, we can expand this program locally by including more schools.
CFA Institute Now Offers Free Registration for Investment Foundations Program
Consider Investment Foundations for Your Staff and Support Teams

Effective immediately, the Investment Foundations® program will now be available for free to everyone worldwide. Further, CFA Institute will be moving the program assessment (exam) online in February so that anyone can complete the program at their convenience. These changes will help CFA Institute achieve its goal for the program, to become a new standard of investment industry literacy, and help build a more diverse, inclusive, and talented industry. 
CFA Society Boston Media Directory
Are you a subject matter expert (SME) who is willing to provide comments to the press on your area(s) of expertise? Journalists need quotes from experts and we provide a media directory to give them access to sources. Comments to the press represent the individual quoted and not CFA Society Boston. 
CFA Society Boston Practice Exam
CFA® Exam Preparation

Are you taking the Level I CFA Exam in December 2018? Maybe a friend or staff member is currently studying for the exam? Fresh questions during CFA Exam preparation help identify areas of weakness and focus efforts. All candidates should consider CFA Society Boston's Practice Exam. It's a proven study tool.

Choose the PDF version, a LIVE practice exam, or an Online Test Bank of past Level I exam questions. 
CFA® Practice Exam Writers Wanted

CFA Boston creates a new Practice Exam each year based on the most recent Body of Knowledge® . Responsibilities include: creating questions/item sets/essays that conform to the style, appearance and difficulty level of prior actual exams and practice exams; developing solutions that identify Learning Outcome Statements and readings along with work shown; and addressing comments and questions from local societies and candidates. Learn more about this opportunity and compensation!
Have You Renewed Your Membership
Time Is Running Out
If you haven't had a chance to renew your membership, time is running out. Soon you will receive a final renewal notice. Please renew to maintain member benefits such as:
  • Networking with our Young Leaders, Member Communities, and Women in Investment Network
  • Career Development opportunities such as our online Career Center and Career Chats
  • Member discounts to educational programs featuring relevant content, current trends, topics and learning opportunities within the industry
Last Chance to Save $200 is Today!

Leading practitioners and researchers navigate what is happening in global bond markets, take a closer look at the path to interest rate normalization, and discuss prospects for economic growth in developed and emerging economies.

Covering practical topics that address fixed-income sectors, security selection, and portfolio construction, this year’s conference brings together top researchers, strategists, analysts, and portfolio managers focused on uncovering investment ideas and strategies that can be used to successfully meet client objectives. Join us to discover where discerning investors are finding opportunities in fixed-income markets for diversification, value, and protection against uncertainty.
Global Inflation-Linked Bonds: A Primer
By Jason Voss, CFA
Posted in Conference Collections, Drivers of Value, Fixed Income
The CFA Institute Fixed-Income Management Conference is an annual event focused on global debt markets, fixed-income sectors, security selection, and portfolio construction. The Fixed-Income Management 2018 Conference will bring together researchers, analysts, portfolio managers, and top strategists in Boston, Massachusetts, on October 11—12.

Michael Pond, CFA, delivered an interesting primer on inflation-linked debt at the CFA Institute Fixed-Income Management 2016 Conference. An acknowledged expert on the topic, Pond is managing director and head of global inflation-linked research at Barclays PLC.

So what are inflation-linked bonds? They are most typically debts issued by ...