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Topics: Financial MarketsCapital InvestmentsReturn Analysis & Performance MeasurementBehavioral Finance

Hosted by CFA Institute

Overview

Gamification, and the broader use of behavioural techniques, is used increasingly in financial services. When used well, gamification can be a powerful tool for engagement, literacy, and driving positive outcomes. However, these same techniques can also be leveraged by firms to drive excessive trading, induce trading in complex or high-risk products, or encourage other harmful behaviours, all at the expense of clients. In this webinar, Sivananth Ramachandran, CFA, CIPM, will describe the various gamification techniques and how they act on investor biases. He will also describe the capital market implications of gamification, and some recommendations on how these techniques can be made to work for investors, rather than against their interests.

1 PL

CFA Institute members/charterholders who log in to register will automatically receive PL/SER credits in their online trackers post-event.

About the Speaker(s)

Daryl Liew
Daryl Liew CFA

Daryl is a Singaporean with more than two decades of experience in the wealth and investment management industry.
He started his career in 2002 with Providend, a Singapore independent financial advisory firm, managing clients' investment portfolios before eventually taking on the role of Chief Investment Strategist.
In 2010, Daryl joined REYL Singapore, a subsidiary of the independent Swiss banking group REYL & CIE, as Head of Portfolio Management and Chief Investment Officer. He was responsible for managing the investment portfolios for REYL's Singapore-based clients and providing Asian coverage for REYL & CIE's private banking investment team based in Geneva.
Daryl graduated from the National University of Singapore with a Bachelor of Law and was called to the Singapore Bar. He holds an MBA, majoring in Finance, from the Asian Institute of Management in the Philippines. Daryl is a CFA charterholder and an active volunteer with CFA Singapore, where he co-chairs the Advocacy Committee. In addition, Daryl is also a member of the SGX Listings Advisory Committee.

Sivananth Ramachandran
Sivananth Ramachandran CFA, CIPM

Sivananth Ramachandran, CFA, CIPM, is the director of capital markets policy, India, at CFA Institute. In his role, he is responsible for advocating policy positions on issues that affect Indian capital markets, including corporate governance; environmental, social, and governance (ESG); and pensions. He is frequently quoted in media. Ramachandran has more than 14 years of experience in financial services. Before joining CFA Institute, Ramachandran worked at Morningstar and led their global index product development team. He also served as a spokesperson for sustainability at Morningstar India. Before his time at Morningstar, Ramachandran worked at MSCI where he co-authored research papers on small-cap investing, portfolio construction, and economic exposure. Ramachandran holds a masters of business administration from the Indian Institute of Management, Lucknow. He also holds the Chartered Financial Analyst (CFA®), Certificate in Investment Performance Measurement (CIPM), and Professional Risk Management (PRM) designations, and the Fundamentals of Sustainability Accounting (FSA) credential provided by the Sustainability Accounting Standards Board (SASB).