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Overview

ARX is designed to bring together investment professionals in Asia Pacific and other regions to share their views, knowledge and experience, so that they can learn from their peers and thought-leaders. Below are the most often downloaded posts in the last three months.

To browse or search ARX's repository of more than 5,000 posts, select "Research" in the main menu.


Guidance For Integrating ESG Information into Equity Analysis and Research Reports

CFA Institute encourages all investment professionals to consider material ESG factors, where relevant, in their analytical and investment decision making processes, read the report and learn more.

22 November 2022 | CFA Institute

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Risk-Neutral Pricing of SLBs and Step-down Structures

This paper analyses Sustainability-Linked Bonds (SLBs) through a risk-neutral present value scenario approach.

29 October 2022 | Ulf Erlandsson; Stephanie Mielnik; Josephine Richardson; Cedric Rimaud; Anthropocene Fixed Income Institute

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WEBINAR: Future of Skills and Learning: Planning Your Career for the Industry of Tomorrow

In this recorded webinar, Rhodri Preece, CFA and Ryan Munson present key findings from the latest CFA Institute Research report, The Future of Work in Investment Management: Skills and Learning.  The authors discuss the factors disrupting the investment industry today and how job roles will be affected. 

20 September 2022 | CFA Institute | Video: 62 mins.

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WEBINAR: Guidelines for ESG Integration in Equity Analysis and Presentation in Analyst Research Reports

Co-hosted by the Securities and Exchange Commission Thailand and CFA Society Thailand, the webinar covered various approaches to ESG integration and their respective case studies.

24 November 2022 | CFA Institute; CFA Society Thailand; Securities and Exchange Commission Thailand | Video: 2hrs 1min.

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Artificial Intelligence in Investment Management — Elevating Client Relationship and Return

AI stands to provide benefits to investment management. But how to identify their values and deploy them more effectively? Find out from ARX Business Model Investment Series now!

21 November 2022 | Kevin Pereira; Rajendra Shroff

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Fixed Income Innovation: Applying ESG and Carry Factors to an Emerging Markets Portfolio

The need for a new generation of ESG fixed income indices is changing the fixed income landscape. Index providers adapt their existing passive, market-weight indices to meet this rapidly changing dynamic.

23 June 2022 | Michael Hampden-Turner, FTSE Russell

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Natural Language Processing in Banking: Current Uses

This article will introduce a branch of Artificial Intelligence called Natural Language Processing (NLP) and dive into two popular NLP models, Word2vec and Bag of Words. Subsequently, the article will examine NLP applications in banking use cases like document search, investment analysis, and customer service. Finally, we will end with some key takeaways for banking executives.

22 November 2022 | Kevin Pereira; Rajendra Shroff

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Neha Narula, MIT - Crypto vs. CBDC

Neha Narula returns to FTSE Russell Convenes to give us an update on the progress being made in both Central Bank Digital Currencies and Crypto Currencies.

15 August 2022 | FTSE Russell Convenes

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WEBINAR: Ethical and Sustainable Business Models in the Banking, Insurance and REIT Industry

Capital market experts discuss whether the ethical business model still holds importance among listed companies in the banking, insurance, and REIT industries. If so, why? And how do we as investors analyze whether top management are fully committed to their ESG and CSR goals? 

20 October 2021 | CFA Institute, ACCA | Video: 1 hr 33 min.

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Endowment Funds in Pakistan

Endowment Funds in Pakistan have not fared well. A comparison with leading US endowments offers key lessons.

25 November 2022 | Laraib Mohib, CFA

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#WhyESGMatters: The Handbook - 2nd Edition

Sourced from HSBC's global network of over 300 analysts, this handbook aims to help you broaden your knowledge of key areas of the increasingly important and fast moving world of ESG. 

4 May 2022 | Wai-Shin Chan, HSBC Global Research

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Finding the Narrative in Markets

In this episode, Richard Peterson, Chief Executive Officer of MarketPsych, discusses how narratives impact financial markets, how our minds influence investment decisions and which types of biases influence professional investors.

07 November 2022 | FTSE Russell

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Sector Analysis - A Framework for Investors

CFA Institute and ACCA present a series of articles detailing a framework for analysis of investment fundamentals of industries. 

2020 | CFA Institute

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Why Having a Long-term View is Key

In this episode of FTSE Russell Convenes, Wayne Wicker, Chief Investment Officer at MissionSquare Retirement, discusses how to navigate through the current market environment and the key drivers to look out for in the next six to twelve months.

01 November 2022 | FTSE Russell

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Contemporary Islamic Finance Practices 2022

Given its growing importance, multiple CFA societies in the APAC region collaborated to conduct a series of Islamic finance webinars, which took a deep dive into the framework, guidelines, and industry landscape as well as emerging opportunities in this increasingly important market segment.

21 October 2022 | CFA Society Bangladesh; CFA Society Indonesia; CFA Society Malaysia; CFA Society Pakistan

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Independent Directors in Pakistan - Regulations & Practice

This publication is prepared with respect to independent directors currently serving on boards of various companies in Pakistan. It mainly focuses on their role, responsibility, diversity, selection, remuneration, representation, and board terms.

25 October 2022 | Mohammad Shoaib, CFA; Shahzad Saleem, CFA; CFA Society Pakistan; The Pakistan Credit Rating Agency

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A Critical Review of the Business Model Related Literature Universe

The study attempts to undertake a thorough analysis of the literature universe within the realm of business model related research.

31 October 2022 | Dr. Alan Lok, CFA

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The Merge – A Milestone Event in the DeFi Universe

Ethereum went through “the merge” in September this year. What was it about? To learn more, download ARX Business Model Investment Series now!

31 October 2022 | Kenneth Kwong, CFA

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WEBINAR: Modern Slavery Webinar Series - Tackling Modern Slavery through Investment Management

Presenting to you the Modern Slavery Webinar Series co-organized by CFA Societies Australia and Monash University! This second webinar focuses on how investors can identify and address exposure to modern slavery risks in portfolios.

10 November 2022 | CFA Societies Australia; Monash University; RIAA | Video: 59 mins.

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The Future of Electric Vehicles in Asia

Much attention is being paid to electric vehicles (EVs) in the green transition because the technology already exists to help governments reduce emissions at reasonable costs.

04 March 2022 | Alicia Garcia Herrero; HKUST Institute for Emerging Market Studies (IEMS)

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Fixed Income Indices: From Benchmark to Investment Solution

In this paper, we explore the key trends driving the growth of fixed income passive funds and ETFs.

01 November 2022 | FTSE Russell

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Asia-Pacific FinTech Month 2022

To help unlock the power of disruptive technologies and to enable digital transformation in business models, customer experiences and skills of investment professionals, CFA Societies in APAC, in partnership with CFA Institute Asia Pacific Research Exchange (ARX) have teamed up to organize a FinTech Month to provide the latest insights on how the fintech ecosystem is evolving, what impact it brings to the financial services industry, and how investors can best position themselves amid these changes.

August 2022 | CFA Institute

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WEBINAR: ESG Talent Development Trends and Strategies

CFA Institute is proud to offer the Certificate in ESG Investing to help firms and individuals stay competitive, and to equip them with skills to better integrate ESG factors into their investment analysis and client conversations. This information session highlights the latest trends and opportunities in the ESG investment space, presents details of the curriculum of the Certificate in ESG Investing, and offers a discussion with industry leaders on how they are filling the ESG talent gap in their companies. 

7 June 2022 | CFA Institute | Video: 1 hr 32 min.

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APAC Banks: The Environment Toughens

A review by CreditSights on selected Asian economies and banking systems given the deteriorating global economic outlook.

20 October 2022 | Pramod Shenoi; Lim Ze Hao; Yustina Quek, CFA; CreditSights

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A Kaleidoscopic Perspective of the Belt and Road Initiative

Since 2013, China’s ‘‘Belt and Road Initiative’’ (BRI) has grown in number and become increasingly global in scope. Despite these trends, international business (IB) research on the BRI remains limited.

04 July 2022 | Jiatao Li; HKUST Institute for Emerging Market Studies (IEMS)

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China EV market: 2Q22 Earnings & Outlook for 2H22 Production Ramp

Nio, XPeng and Li Auto reported weaker deliveries and margins in 2Q22 amidst challenges from COVID-19 lockdowns in China, extreme weather conditions, as well as supply chain uncertainties.

09 September 2022 | LIONEL LIN; SGX RESEARCH

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Market Maps: Performance Insights (USD Edition) - October 2022

Rising recession risks rocked markets anew in September, intensifying the worst rout for global stocks and bonds in a decade or more. 

04 October 2022 | FTSE Russell

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“Chill” about CNY Beyond 7

The CNY weakness reflects deteriorating global fundamentals. Shadow CNY suggests further USD strength and corresponding CNY weakness. A weakening CNY augurs for looming global risks. Stay put.

19 September 2022 | Hao Hong, CFA; GROW Investment Group

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Investor Series: Derivatives/Structured Notes

The investor series aims to provide basic mechanics of investment products, market convention, and process on how people can invest. This webinar focuses on derivatives and structured notes.

23 September 2022 | Mari Toni Bautista, CFA; CFA Society Philippines

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Saving Hong Kong

Chinese PPI, Chinese 10-year yield and US NFIB hiring data suggest US inflation has peaked. These are obscure indicators/relationships. But slowing inflation augurs for a US recession – it is not a cause for rejoice. 

中国 PPI,十年期债券收益率和美国就业数据表明美国通胀已然见顶,但通胀放缓也预示着美国经济的衰退。不同于美国市场,股债之间的对冲关系在中国仍然行之有效。中国还是一个正常运转的市场,因此其资产价格蕴含的信息应更有前瞻性。中国十年期债券收益率上行,与中概股背道而驰。鉴于中国通胀不温不火,若债券收益率上升意味着增长复苏,那么中概股迟早应迎头赶上。买者自负:其他地缘政治因素也不可小觑。港股严重超卖。尽管美国衰退风险黑云压城,但这里应该有一个交易机会。

09 October 2022 | Hao Hong, CFA; GROW Investment Group

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About the Author(s)

ARX Editorial Team

Senior Director: Scott Lee
Project Specialist: Natalie Yiu
Coordinator: Christy Leung