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FIXED INCOME ANALYSTS SOCIETY INC

NEW YORK, NY · EIN 132877623 · Form 990 · FY2024 · Small ($100K-$1M) · fiasi.org
revenue
$375K
expenses
$391K
net assets
$606K
employees
0
volunteers
20
program ratio
0%
mission · from form 990

SEE STATEMENT 1

profile · synthesized from sources

Fixed Income Analysts Society Inc (FIASI) is a professional association based in New York that serves fixed-income analysts and finance professionals. It advances the field through educational events, research presentations, and networking opportunities. The organization hosts speaker series, conferences, and award competitions focused on fixed income, sustainable finance, and market trends.

named programs · 5 · from sources

What they call their work

Hall of Fame Gala
Annual event honoring individuals who have made significant contributions to fixed-income analysis and portfolio management.
Speaker Series
Monthly events featuring industry experts discussing topics such as monetary policy, credit outlooks, and sovereign debt.
Student Research Competition
Competition that recognizes and showcases winning research papers by students and emerging professionals in fixed income and ESG topics.
Sustainable Finance in Fixed Income
Conference and event series focused on ESG integration, climate risk, and sustainable investment strategies in fixed income.
Women in Fixed Income
Annual conference supporting gender diversity and professional development for women in the fixed-income sector.
activities · 8 groups

What they do

  • Professional Networking Events 2 activities
    • Co-hosting public events with partner organizations
      Co-hosts in-person and livestreamed events with organizations such as CFA Society New York and Bloomberg Intelligence, featuring expert discussions on topics like bond market history, credit outlooks, and global fixed income trends.
    • Sponsoring educational programs and workshops on fixed income topics
      Organizes and hosts frequent in-person and virtual educational programs, workshops, and panel discussions on current fixed income topics such as credit markets, sustainable finance, and market outlooks, featuring industry experts and leaders as speakers. These events are offered free to members and include series such as the Speaker Series and thematic events during Climate Week.
  • Industry and Community Recognition Awards 1 activity
    • Hosting annual Hall of Fame induction ceremony
      Hosts an annual Hall of Fame Gala to recognize individuals who have made significant, lifetime contributions to fixed-income analysis and portfolio management. The Hall of Fame was established in 1995, and 66 individuals have been inducted as of 2026.
  • Digital Communications and Content Management 1 activity
    • Managing organizational communications and online presence
      Expands public visibility and promotes programs through social media and publicity managed by the Marketing committee, including managing social media postings and enhancing FIASI's online presence.
  • Women's Leadership & Career Advancement Networks 1 activity
    • Organizing annual Women in Fixed Income events
      Hosts an annual event focused on women in the fixed income industry, featuring networking and professional discussions, with events held consistently since at least 2015, including scheduled and past events through 2026.
  • Organizational Governance & Leadership Development 1 activity
    • Overseeing governance and strategic direction
      Manages FIASI's strategic direction, bylaws compliance, and governance through the Governance/Nominating committee, which also reviews prospective board members and monitors legal compliance. The board of directors is elected annually at a membership meeting in June.
  • Professional Job Board & Career Placement Services 1 activity
    • Providing member benefits including job board access
      Offers active members access to a member-only job board as a professional benefit, supporting career development and job placement in the fixed income field.
  • Youth and Student Entrepreneurship Competitions 1 activity
    • Sponsoring annual research competition with Fordham University
      Co-sponsors an annual research competition with Fordham University to promote original student research on sustainable finance and ESG integration in fixed income markets, including hosting presentations of winning papers.
  • Membership & Sponsorship Development 1 activity
    • Supporting membership recruitment and retention
      Conducts ongoing efforts to recruit new members and retain current members through engagement initiatives managed by the Membership committee.
financials · form 990 · fy2024
revenue
Total revenue$375K
Contributions & grants$77K20%
Program service revenue$273K73%
Investment income$25K7%
Other revenue$0
expenses
Total expenses$391K
Program expenses0%
Admin / overhead0%
Fundraising0%
Salaries & benefits$0
Grants paid out$0
Largest expense lineProfessional Fees
balance sheet
Total assets$606K
Cash$606K
Investments$0
Liabilities$0
Net assets$606K
Liquid reserves18.6 mo
6 years on record · 2019–2024 · YoY revenue +55.4%
leadership · form 990 part vii · fy2024

Who runs it

board members · 1
  • OFFICERS AND DIRECTORS — SEE STATEMENT 4
relationships · 15

Who they work with

  • Alina Golant Partner — Member of the Membership Committee
  • Bloomberg Intelligence Partner — Collaborates on events to discuss credit outlook and market trends.
  • CFA Society New York Partner — Co-hosts events and collaborates on programming related to fixed income markets.
  • Fordham Partner — Collaborates with Fordham University on the Sustainable Finance in Fixed Income Research Competition.
  • Fordham Graduate School Partner — Co-hosts FIASI events at the McNally Amphitheatre.
  • Fordham Graduate School Partner — Hosts events at the McNally Amphitheatre on its campus.
  • Fordham University Partner — Hosts events at Fordham University's McNally Amphitheater.
  • Fordham University’s Center for Research in Contemporary Finance Partner — Collaborates with FIASI to co-sponsor an annual research competition for students in sustainable finance and fixed income.
  • Jessica G. Broughton Partner — Chair of the Hall of Fame Committee
  • MSCI Partner — Corporate sponsor of the Fixed Income Analysts Society, Inc.
  • MSCI Partner — MSCI is listed as a sustaining member of the Fixed Income Analysts Society, Inc.
  • Mark Howard Partner — Chair of the Programming/Events Committee
  • Monica Aggarwal Partner — Chair of the Nominating and Governance Committee
  • O’Shea Center for Credit Analysis and Investment Partner — Co-sponsors an annual student research competition with FIASI focused on innovations in sustainable finance in fixed income markets.
  • Robert Slowko Partner — Chair of the Marketing Committee
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.

  • ESG and Climate Risk Integration as Material Financial Factors
    methodology: esg_integration
    By integrating ESG and climate risk into fixed income analysis, the organization improves market understanding because these factors have demonstrable impacts on creditworthiness, regulatory policy, and issuer behavior.
  • Professional Community as Engine for Knowledge Exchange and Development
    methodology: professional-community-engagement
    By creating structured forums and cross-sector networks for fixed income professionals, the organization fosters learning, mentorship, and innovation because multidisciplinary interaction enhances analytical rigor and career growth.
  • Research Advancement Through Competitive Peer Review and Dissemination
    methodology: research_competition
    By hosting research competitions and showcasing high-quality papers, the organization advances fixed income analysis because public recognition and peer review激励 deeper inquiry and elevate industry standards.