2016 Investment Event Hosted By John Hancock
Following the financial crisis, regulations have changed the way clients can be acquired for new business. The CFA, as an industry benchmark, can help our members better understand how these regulations influence their daily client interactions and best practices for future reference.
ALPFA Boston has partnered up with John Hancock, the CFA Institute, and the Boston Security Analysts Society to host this event titled “The Changing Nature of Client Reporting & Client Interaction in Today’s Regulatory Environment.” At this event, we aim to share the significance of Global Investment Performance Standards (GIPS®) in the Finance industry. GIPS are a set of standardized, industry-wide ethical principles that provide companies with guidance on how to calculate and report their investment results to prospective clients. Such value can only come from understanding the standards and adhering by them. As an additional benefit to our members, we also intend to help them understand how a designation can help them boost their career in today’s competitive markets. This event will help our audience understand the changing nature of client reporting and client interaction in today’s regulatory environment.
The Investment Event Hosted by John Hancock is a Wednesday night event that will be held at the John Hancock headquarters in the Seaport area of Boston. The event will be open to all members to provide an opportunity for all those interested in the subject to become more attuned with present standards.
· To educate our members on the changing environment of regulations in the Finance industry and enable them to be more aware for how to interact with clients
· To illustrate the importance on how our members can benefit from understanding the new standards that influence how marketing material is to be presented to clients
· To provide an opportunity for our members to understand the significance of obtaining an accredited designation in the field of Finance
Date: Wednesday, July 13, 2016
Time: 5:30 – 8:30 p.m.
Location: 601 Congress St, Boston, MA 02210