cfa institute asia-pacific research exchange (arx)...sadaf aliuddin, cfa frances viernes, cfa victor...

CFA Institute Asia-Pacific Research Exchange (ARX)

December 2020

2

What is the CFA Institute Asia-Pacific Research Exchange (ARX)?

Platform for region-specific content with 4,000+ pieces of contents about finance and investment management issues

Co-creation and co-ownership by CFA Institute and CFA Societies in APAC.

Tool to help us better achieve our objectives in terms of advocating professional excellence, professional learning, or stakeholder engagement

Bridge between different stakeholders including CFA charterholders, candidates and other industry players, within the Asia-Pacific investment management community that will expand the professional network

CFA Institute

3

Let's Get Started!

How would you best describe yourself?

1. Academic researcher

2. Analyst

3. Individual investor

4. Investment professional

5. Other professional e.g. Accountant

4

Polling 2

Have you engaged with ARX before?

1. I have been reading research contents on ARX

2. I have contributed my research on ARX!

3. I have attended ARX seminars / webinars before

4. Tell me more about it

5

ARX.CFA

6

ARX.CFA

7

ARX.CFA

8

ARX.CFA

9

ARX.CFA

• No login required to read / browse / search posts and articles

• CFA Institute login required to submit content

• Institutional contributors need to complete a Trademark Licence Agreement

• Post approval timeline: up to one week

• Author receives an email confirmation upon approval or rejection

• Content guidelines:

• Substantial original research content or educational value

• Relevance to finance and investment industry practitioners in Asia-Pacific

• Long shelf-life

• English content preferred, other languages welcome

10

Social Media and Newsletter Promotion

Subscribe Today!

ARX Content:Current, Topical, Engaging

13

ARX Content:Current

14

ARX Content:Topical

15

ARX Content:Engaging

16

India

17

Polling 3

Please check all that apply to you:

1. I most often use a desktop computer or a laptop

2. I most often use a mobile or a tablet

3. I am interested in academic research papers

4. I like watching webinars

5. I look for career resources

6. I look for Professional Learning content

7. I look for market updates and investment ideas

Stakeholder engagement

Institutional contributors (1)

CFA Institute

Asset Management, Bank and Brokerages

CFA Societies

Think Tanks and Associations

Institutional contributors (2)

StockExchange

Education

Financial Services

21

Becoming an institutional contributor

• Sign a logo licensing agreement

• Provide your institution's logo, description, contacts of representative(s) who has

created an account on ARX

• Affiliation takes 1 day to activate

• Authorized individual may start contributing on behalf of the institution

• Contact info@arx.cfa

ARX Society Engagement Committee

ARX Society Engagement Committee Chair

Kanol Pal, CFA (From CFA Society Singapore)

Khairul Tiash, CFAZheng Ming(Shanghai)

Charles Chui, CFA Kishor Bagri, CFAMonika Chopra, CFA

Melisa Hendrawati, CFA Won Heo, CFA Asjeet Lamba, CFA Christina Leung, CFA

Sadaf Aliuddin, CFA Frances Viernes, CFA Victor Ong, CFA

Brindha Gunasingham, CFA

Songjie Wang, CFA

Stan Lee, CFA Chatchai Thisadoldilok, CFA

Deshan Pushparajah, CFA

Adam Ng, PhD Charlene Hu, CFA

Luo Ning, CFA

Ryujiro Miki, CFAChie Mitsui

Online and offline engagements

24

Let’s measure up! CFA Institute o2o engagement

Exhibit booths at events and conferences

Korea, Thailand, Malaysia

Annual dinners & Investment Conferences

Thailand, New Zealand, Sri Lanka

Annual conference and ARX awards for research and brokerage firmsPakistan

Career forums and investment conferencesChina, Sri Lanka, Malaysia

24

25

Let’s measure up! CFA Institute o2o engagement

Professional Learning (PL) Events

ESG forums and seminars

Corporate Governance

Hong Kong

Quants investment conference

Shanghai

Korea

Asset Management/ Tech ConferenceSingapore & Malaysia

Startup Valuation & Fundraising Bangladesh

26

Let’s measure up! CFA Institute o2o engagement (2)

Climate Risk and ESG Investing

26

ESG Risks in Natural Rubber Sector

Sales Inducement in Asia Pacific Cashless Payment Sector Analysis

ESG Disclosure in Asia-Pacific

ESG Webinars

Other Capital Markets Policy related topics

Education Sector Analysis

Bridging academics to practitioners

28

Bridging academics to practitioners

28

NZFC and NZFM in AucklandNew Zealand

India Finance Conference

India

AFBC and University of Adelaide Conference Australia

Investment Conference and research paper competition in Jakarta

Indonesia

28

29

ARX speaking tourProf. Yoshino, Former Dean of ADB Institute

Shenzhen Shanghai Singapore

Building market integrity andInvestor Protection

Investor protection - key principle of our advocacy work

Support financial literacy work

Investor Education initiatives Recognition by regulator and public body

Extensive outreach programs

Hong Kong Money Month:

The International Organization of Securities Commissions (IOSCO) World Investor Week

SEC Thailand Working Paper Forum

33

Supporting local research

What’s next?

35

What is the CFA Institute Asia-Pacific Research Exchange (ARX)?

Subscribe to ARX monthly e-newsletter and/or weekly updates

Browse the ARX website to make use of any contents

Learn from your local ARX SEC rep about current and upcoming initiatives

Share any feedback and ideas you have

Engage with your institution for potential contribution

Follow CFA Institute on Facebook, LinkedIn and Twitter

CFA Institute

36

Upcoming webinars

CFA Institute

For More Upcoming Webinars

https://cfainst.is/2UP0ywp

Join the community

www.arx.cfa

SHARE LEARN ENGAGE