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Supported and participated in the organization's events.
CFA Society of Boston
Significant volunteer efforts by employees across the firm. In 2017, one of our employees attended the event "how are social issues influencing investment decisions?" and shared feedback with the firm. The same employee was nominated to the CFA Society Boston's sustainable investing committee and helped organize its 5th annual "Sustainable Investing Seminar" in 2017.
Sustainability Accounting Standards Board (SASB)
We have been involved with SASB for a number of years. One of our employees is a Fundamentals of Sustainability Accounting (FSA) Credential holder and a couple other employees have passed level one of the program. We provided feedback to the SASB on its standards for several industries in November 2017 during its Public Comment Period.
Building A Sustainable Investment Community (BASIC)
Supported and participated in organization events.
CFA Institute Research Foundation
Initiated action to draft a research brief on Sustainable Investing, expected to be published by the CFA Institute Research Foundation in 2018.
As part of our employee benefits package, we cover the cost of materials and registration for the SASB FSA exam.
We published a white paper titled "ESG Integration in Corporate Credit" in March 2017.