ARXAN INTRODUCTION

AGENDA

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01 Answering Members’ Needs

02 What is ARX

03 Benefits of the ARX Community

How to Participate, Engage and Learn from Peers04

ANSWERING MEMBER’S NEEDS

Alignment with insights from content experience research

• Members want to experience a sense of community with their peers, centered on

the value of shared experience and respect for opinion, in addition to content

• They value simplicity, in the form of focused and user-friendly experience

• They want convenience, timeliness and relevance

• They look for resources that will help them stand out, and progress with their

careers

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MORE THAN A MEMBER

Although the charter is an essential

reason for a connection with CFA

Institute, members do desire a

deeper sense of community that

goes beyond the designation.

Consumers aren’t even aware CFA

Institute content exists beyond the

study materials, which they want to

leave far behind once they receive

the charter.

WHAT CONTENT?

ARX: WHAT IS IT?

An Infrastructure• A user-friendly digital platform

• A web portal of research relevant to investment management in Asia-Pacific

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A GLOBAL PLATFORM

Which Countries? Which Markets?

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Bangladesh China Hong Kong India Indonesia Japan

Korea Malaysia Melbourne New Zealand Pakistan Perth

Philippines Singapore Sri Lanka Sydney Taiwan Thailand

ARX: WHAT IS IT?

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ARX: WHAT IS IT?

A Community• Post, comment, discuss, debate

• Associated activities, e.g., online/offline engagement, in-person round-table,

closed-group due diligence, etc.

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WHO IS IT FOR?

Target audiences

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CFA Institute/Society Members

Academics and Regulators

Related professions

Non-CFA chartered professionals

CFA Program candidates, CPs,

lapsed members

ARX

CFA Charterholders

AcademicsIndustry

Professionals

THE ARX COMMUNITY

What’s in it for me?

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One-stop resource center, a central repository

Quality and quantity of relevant applied research

Emerging trends in investment management

relevant to APAC

Interaction with like-minded researchers and

practitioners

A platform for you to publish and be recognized

Rankings and statistics will demonstrate how the

community values your contribution

A LIFETIME OF VALUE

• ARX membership is free

• Provides users an always-positive experience

• Rewards to loyal contributors, such as:

- CFA Investment Conference admission tickets

- C-suite invitation-only discussion forum (online or in person)

- Invitation-only key/global opinion leaders round-table

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A LIFETIME OF VALUE

Benefits to members

• Better career – ARX enables members do their jobs better, stand out in their

current roles, and progress on their career paths

• Better business – ARX enables members to more easily identify investment

trends, find cutting-edge investment strategies, network for business

opportunities, conduct due diligence in a trusted fraternity

Benefits to CFA Institute

• Improve member loyalty

• Lower membership churn

• Build stronger brand

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JOIN THE COMMUNITY

How to Get Involved?

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ACTIVATE YOUR ACCOUNT

• Go to www.arx.cfa

• Set up an account

• Read “About us”

• Submit research,

opinions comments

• Spread the word with

colleagues

• Questions? info@arx.cfa

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Post

Comment

Interact

PLANNED MILESTONES

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Phase

Milestone

Bu

ild

End A

pril • Build ARX

platform

• Collect research

papers

• Invite beta users

(society leaders)

• Refine user

experience

• Refine features

• Build critical

mass of papers

(5000 by Dec)

Po

pu

late

End J

une

Refi

ne

End D

ec

• Public launch

• Continuous

enhancement

• Online, offline

activities

Lau

nch

Dec 2

016

(Tentative)

www.arx.cfa

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