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Overview

ARX contains more than 100 articles, reports, webinars and videos that qualify for CE credit under the guidelines of the CFA Institute Continuing Education Program. Below is a selection of most recent posts. 

We encourage CFA Institute members to login to the CE tracking tool to self-document these credits.   

You can find more CE content in the "Webinars" section or by clicking on "Research" in the upper left-hand corner of the page and selecting the “Continuing Education” filter.


Predicting Prepayment Risk of China’s RMBS

A new semi-parametric prepayment prediction model of China's residential mortgage-backed securities (RMBS) incorporates the country's market and mortgage characteristics. Many factors have highly non-linear effects on the prepayment rates.

10 June 2019 | Pengyuan International | 1 CE

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ESG Integration in Asia Pacific: Markets, Practices, and Data

A new report by CFA Institute and Principles for Responsible Investment highlights best practices in ESG integration in six APAC markets: Australia, China, Hong Kong SAR, India, Japan, and Singapore.

4 June 2019 | CFA Institute | 5 CE

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The Carry Concept in Fixed Income

“Carry trade” originally gained its popularity in the foreign exchange market. This paper presents an in-depth analysis of "carry and roll-down", a comparable concept in the bond market.

31 May 2019 | FTSE Russell | 1 CE

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Investment Governance for Fiduciaries

The book offers fiduciaries ideas that may help them fulfil their duties to beneficiaries and other stakeholders. Asset consultants and investment managers may find it useful in establishing their credibility among fiduciaries and in pitching their services.

22 April 2019 | CFA Institute Research Foundation | 5 CE

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Sustainable Factor Investing

Analysis of the impact of ESG integration on systematic factors in Australian equities shows that simultaneously exploiting ESG scores with quality, momentum and size characteristics outperforms standard factor strategies.

19 April 2019 | John Hua Fan, Lachlan Michalski | 1 CE

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VIDEO: Seminar and Panel Discussion on IFRS 9

IFRS 9 is considered one of the most impactful accounting changes on the horizon particularly for financial institutions and most importantly for the banking sector. Industry experts share their insights.

11 February 2019 | CFA Society Pakistan | 2 CE | Video: 2 hrs 37 min.

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Islamic and Sustainability Equity Investing

Investors do not have to pay a price for Islamic or sustainable investing. Combining Islamic and sustainability investing strategies offers more rewards, particularly during the economic boom, bullish equity markets and subprime crisis periods.

7 February 2019 | Wajahat Azmi, Adam Ng, Ginanjar Dewandaru, Ruslan Nagayev | 1 CE

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VIDEO: The 3rd ESG Symposium - Dual Class Shares

As the debate around introduction of dual-class shares in Korea heats up, a symposium on the topic, organized by CFA Society Korea focuses on risks the structure can present for investors and the stock market's integrity.

23 January 2019 | CFA Society Korea | 1.5 CE | Video: 1 hr 50 min.

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ESG Trends to Watch in 2019

We highlight five of the most pressing challenges and opportunities ESG institutional investors face in 2019:  plastic waste, regulations, the effects of climate change, the big signal revolution and the role of corporate leadership.

17 January 2019 | MSCI | 1 CE

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The Value of Research: Skill, Capacity, and Luck

As the cost of research is unbundled from that of trading, as a result of MiFID II, the value of research comes to the fore. The authors present a framework for the estimation of relative research values across markets and constituents.

30 October 2018 | S&P Dow Jones Indices | 1 CE

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FinTech 2018: The Asia Pacific Edition

How will FinTech affect the future of financial institutions, careers of financial professionals and other stakeholders? CFA Institute's report covers the business and technology aspects of FinTech in Asia Pacific.

19 October 2018 | CFA Institute | 2.5 CE

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2018亚太金融科技概览

在过去的一年中,我们采访了很多服务于金融机构、技术创新公司、监管机构、投资者以及研究机构的专家,这本书就是我们合作努力的结果

18 October 2018 | CFA Institute | 2.5 CE

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The Race for Relevance: Technology Opportunities for the Finance Function

The business environment is changing. Technological advances provide finance functions with significant opportunities to play a valued role in maximizing the organization’s strategic ambitions.

4 December 2017 | ACCA | 1 CE

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About the Author(s)

ARX Editorial Team

Director: Scott Lee
Content manager, Editor: Piotr Zembrowski, CFA
Coordinator: Natalie Yiu

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