Investors 1st Day Wisconsin - Protecting Wisconsin's Investors & Promoting Economic Growth - This Global Investor Protection Initiative Was Created in Milwaukee in 2013

Investors 1st Day was created by proclamation of Governor Scott Walk in 2013. In 2014, Investors 1st has become a global initiative focused on education and advocacy for all investors. The Day was conceived and established by the CFA (Chartered Financial Analyst) Society of Milwaukee to highlight the importance of investors to the development and continuation of strong, sound, growing economies.

Milwaukee, WI (PRWEB) May 15, 2014

Today, May 15, 2014, is Investors 1st Day across Wisconsin. This is the second year that Gov. Scott Walker has proclaimed the Day to affirm the importance of investors and the imperative to protect them. Last year, Gov. Walker was the only government official in the world to issue such a proclamation. In a single year, the initiative has spread globally to more than 60 CFA Societies including New York City, Chicago, Los Angeles, San Francisco, Canada, India, France, Australia, Singapore, and Mexico.

Investors 1st is a global, educational and advocacy initiative focused on investors. It is formed around the core beliefs that everyone benefits: 1) when there is fair and equal treatment of all investors, 2) when all investors have resources to make good investment decisions, and 3) when investors are well-informed on investment-related issues.

Investors 1st was conceived and established by the CFA (Chartered Financial Analyst) Society of Milwaukee in 2013 to highlight the importance of investors to the development and continuation of strong, sound, growing economies. The benefits of a vibrant economy are increased job creation, rising incomes, a growing tax base, and economic diversity. Investors 1st also recognizes that trust, ethical practices, fair treatment, safety, and security are paramount to the investment process. Without these, investors are less likely to invest, which impairs economic growth and cuts standards of living.

“This is an exciting day,” said Bill McGinnis, CFA, and President of CFA Society of Milwaukee. “Our State has taken a recognized leadership position in promoting investor interests worldwide. Wisconsin is fortunate to have a strong partnership of fine educational institutions, progressive government support, and outstanding investment and financial firms providing a foundation for economic growth. This successful partnership provides a model that others around the world may follow and build upon.”

To celebrate Investors 1st Day, CFA Society of Milwaukee (CFASM) is proud to again sponsor Make A Difference Wisconsin’s Annual Investment Conference which is being held on our Day. CFASM is a strong believer in Make A Difference’s mission of improving the financial literacy of Wisconsin’s youth; empowering students to make sound financial decisions and take control of their financial future. This furthers CFASM’s year-round commitment to Make A Difference Wisconsin as their largest provider of volunteers (Board of Directors, program development, and in-classroom instructors).

Through the Investors 1st website (http://www.Investors1st.org), resources are provided to assist investors in handling their investments. Information to help the public better understand investment-related issues is also available. A resource of particular interest is the Statement of Investor Rights (http://www.Investors1st.org/statement_of_investor_rights.pdf). This tool helps investors ensure that investment professionals are putting the investor’s interests first; ahead of their own or those of their firms.

CFA Society of Milwaukee includes over 600 investment professionals in Milwaukee and eastern Wisconsin. It is one of 143 member societies of the CFA Institute, which has over 116,000 members globally. The CFA designation is a professional accreditation often held by investment managers, investment analysts, and other top investment professionals. It demonstrates a mastery of the skills most needed for investment analysis and decision making in today’s fast-evolving global financial industry. Professionals holding the designation or sitting for the required three examinations must annually pledge adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct, which are among the most stringent in the industry. The CFA designation has been referred to as the Gold Standard in the investment profession.

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Statement of Investor Rights
Additional information on the Statement of Investor Rights can be found at http://www.cfainstitute.org/learning/future/getinvolved/Pages/statement_of_investor_rights.aspx.

CFA Society of Milwaukee
CFA Society of Milwaukee is an association of over 600 investment professionals primarily in Milwaukee and eastern Wisconsin. The Society is a member of the CFA Institute and follows shared core values: professional excellence, integrity, strength of community and cooperation, and volunteer service. Like the CFA Institute, the CFA Society of Milwaukee is a volunteer-driven organization whose members are employed as securities analysts, portfolio managers, investment strategists, investment consultants, educators, and other top investment professionals. More information may be found at http://www.cfamilwaukee.org.

Investors 1st and Investors1st.org are projects of CFA Society of Milwaukee.

CFA Institute
CFA Institute is the global membership association that administers the Chartered Financial Analyst (CFA) and Certificate in Investment Performance Measurement (CIPM) curriculum and exam programs worldwide; publishes research; conducts professional development programs; and sets voluntary, ethics-based professional and performance-reporting standards for the investment industry. CFA Institute has more than 116,000 members, who include the world’s nearly 110,000 CFA Charterholders, in 139 countries and territories, as well as 138 affiliated professional societies in 60 countries and territories. More information may be found at http://www.cfainstitute.org.


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Putting Investors First - Bill McGinnis, CFA - www.wmcginnisadvisors.com - Securities Expert Witness - Investments Expert Witness Statement of Investor Rights

A tool for investors to protect their rights