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SOCIETY OF QUANTITATIVE ANALYSTS INC

ALBANY, NY · EIN 133482410 · Form 990EZ · FY2023 · NTEE S41Z · Community Improvement · Micro (<$100K) · sqa-us.org
revenue
$70K
expenses
$73K
net assets
$112K
employees
mission · from form 990

PROVIDE A FORUM FOR THE FORMAL PRESENTATION OF THEORY AND PRACTICE BY ACADEMICS AND INVESTMENT PROFESSIONALS TO ENCOURAGE THE DISSEMINATION OF "LEADING EDGE" IDEAS AND INNOVATIONS RELATED TO THE WORK OF INVESTMENT PROFESSIONALS, INCLUDING ANALYTICAL TECHNIQUES AND TECHNOLOGIES FOR INVESTMENT RESEARCH AND MANAGEMENT.

profile · synthesized from sources

Professional society founded in 1965 that connects quantitative investment professionals and academics through forums for the exchange of innovative research and practical applications. Hosts conferences, seminars, and networking events in New York City and online, focusing on advancing quantitative methods in finance. Operates as an independent, volunteer-driven nonprofit.

named programs · 4 · from sources

What they call their work

Data Science in Finance Conference
Annual joint conference with CFA Society NY in January focusing on data science applications in finance
Fuzzy Day Conference
Annual full-day conference in spring featuring presentations and discussions on cutting-edge topics in quantitative finance
Half-Day Conference
Flagship fall event offering a forum for practitioners and academics to present and discuss new research
Monthly Seminars
One-hour sessions throughout the programming year featuring paper presentations or panel discussions on quantitative finance topics
activities · 4 groups

What they do

  • Economic and Financial Research 1 activity
    • Conducting and disseminating research in quantitative finance and information economics
      Conducts interdisciplinary research on topics including corporate disclosures, investor learning, news analytics, derivatives pricing, commodity markets, regulatory risk, and macroeconomic impacts of financial liberalization. Applies machine learning, natural language processing, and predictive analytics. Publishes in top journals such as the Journal of Political Economy and Journal of Finance, and authored the textbook "Information Choice in Macroeconomics and Finance."
  • Professional Field Knowledge Development 1 activity
    • Facilitating professional development and networking in quantitative finance
      Connects investment professionals with leading quantitative analysts and academics through high-quality programming, enabling idea exchange and career development. Supports younger analysts in gaining experience and networking. Registered with GARP as an Approved Provider of Continuing Professional Development (CPD) credits.
  • Professional Conference & Symposium Organization 1 activity
    • Hosting forums and events for knowledge exchange in quantitative finance
      Organizes an annual calendar of events from September to June, including flagship conferences (Half-Day Conference, Full-Day "Fuzzy Day"), monthly seminars, and a joint Data Science in Finance conference with CFA Society NY, featuring paper presentations and panel discussions. Provides members access to presentation materials from past programs through a members-only website section.
  • Uncategorized 1 activity
    • Featuring Nobel Laureates and leading academics in public events
      Hosts prominent Nobel Laureates in Economics—including Robert Merton, Myron Scholes, Harry Markowitz, Eugene Fama, Robert Engle, Robert Shiller—and Arno Penzias (Physics) as speakers. Also features leading academics such as Laura Veldkamp and Mani Sethuraman in its programming.
financials · form 990EZ · fy2023
revenue
Total revenue$70K
Contributions & grants
Program service revenue$36K52%
Investment income$3K4%
Other revenue
expenses
Total expenses$73K
Program expenses
Admin / overhead
Fundraising
Salaries & benefits
Grants paid out
balance sheet
Total assets$112K
Cash
Investments
Liabilities
Net assets$112K
5 years on record · 2019–2023 · YoY revenue -9.4%
relationships · 33

Who they work with

  • CFA Society NY Partner — Co-hosts the annual Data Science in Finance conference with SQA.
  • Causalens Partner — Supporter of SQA with focus on asset management applications
  • Center for European Policy Research Network — Faculty Research Associate at CEPR.
  • Central Bank of Belgium Government — Visiting scholar at the central bank.
  • Centre for Economic and Policy Research Network — Faculty research fellow
  • Citibank Partner — Former employer in multinational corporate sector
  • Columbia Business School Partner — Academic affiliate supporting quantitative finance education
  • Columbia University Government — Professor of Finance at Columbia University's Graduate School of Business
  • Columbia University Partner — Collaborates with Columbia University through featuring its faculty in SQA events.
  • Columbia University Partner — Collaborates with faculty from Columbia University for speaker events and knowledge sharing.
  • Columbia University Department of Mathematics (MAFN) Partner — Academic affiliate offering the Mathematics of Finance program
  • Columbia University’s Graduate School of Business Partner — Employer and academic institution where the individual holds professorship.
  • Cornell Network — Current academic affiliation
  • Dutch Central Bank Partner — Provides consultancy services to the Dutch Central Bank.
  • Fuqua School of Business, Duke University Network — Alumni affiliation through PhD and MBA programs
  • Global Association of Risk Professionals Partner — Approved Provider of Continuing Professional Development (CPD) credits
  • IBM Partner — Former employer in multinational corporate sector
  • International Center for Housing Risk Partner — Visiting scholar at the center.
  • Minneapolis Federal Reserve Bank Government — Visiting scholar at the Federal Reserve Bank.
  • Minneapolis Federal Reserve Bank Partner — Frequent consultant
  • National Bureau of Economic Research Network — Faculty Research Associate at NBER.
  • National Bureau of Economic Research Network — Faculty research fellow
  • New York Federal Reserve Bank Government — Visiting scholar at the Federal Reserve Bank.
  • New York Federal Reserve Bank Partner — Frequent consultant
  • New York Society of Securities Analysts Partner — Original parent organization under which SQA began as the Computer Applications Committee in the 1960s.
  • New York University Government — Previously taught at NYU for 15 years
  • Norwegian Minister of Finance Government — Advisor to the Minister of Finance.
  • Princeton University Press Partner — Publisher of the textbook "Information Choice in Macroeconomics and Finance"
  • Refinitiv Partner — Supporter of SQA
  • Review of Financial Studies Partner — Editor at the journal.
+ 3 more
strategies · 3

How they approach the work

Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.

  • Academic-Practitioner Knowledge Exchange
    methodology: academia-practice_integration
    By creating a neutral, independent forum that connects academic researchers and financial industry practitioners, the organization enables the cross-pollination of theoretical insights and real-world experience, advancing the field of quantitative investment through collaborative innovation because shared learning across theory and practice generates more robust and applicable analytical techniques.
  • Constructive Intellectual Debate as Engine for Innovation
    methodology: constructive_dialogue
    By fostering respectful, structured dialogue among experts with diverse perspectives, the organization challenges entrenched assumptions and stimulates the development of novel quantitative approaches, because exposing established models to rigorous critique accelerates methodological progress and field-wide learning.
  • Diversity-Driven Innovation in Quantitative Investing
    methodology: diversity_in_quantitative_investing
    By intentionally promoting diversity of backgrounds, ideas, and methodologies within the quantitative investing community, the organization strengthens analytical rigor and fosters breakthrough thinking because cognitive and experiential diversity reduces groupthink and expands the solution space for complex financial problems.