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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.


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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Should I Stay or Should I Go?

This paper examines considerations for asset allocation strategies across growth and value in today’s market environment.

14 July 2022 | Ross Cartwright, MFS Investment Management

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eFinancialCareers 2022 APAC Compensation Report

The new eFinancialCareers 2022 APAC compensation report looks at the comparative compensation for people working in the sell-side and the buy-side in Hong Kong and Singapore, plus average hours worked and how pay evolves with experience.

11 July 2022 | eFinancialCareers

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WEBINAR: The Rise of Indian Private Equity and Venture Capital

In this recorded webinar, Shreekant Daga of CAIA briefly made a presentation on the Indian private equity and venture capital industry. He then joined our panel of experts and discussed the investment landscape and opportunities, the regulatory and policy environment, and the risk factors fund managers should consider before investing.

21 July 2022 | CFA Institute; CAIA Association | Video: 61 min.

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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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WEBINAR: Managing Pension Funds for Sustainable Long-Term Return

The Mercer CFA Institute Global Pension Index 2021 highlights repercussions of the global pandemic and ongoing health crisis on retirement systems globally. While many funds strive for sustainable long-term return, they must also deal with the current realities of extreme valuations and low expected returns, historically low interest rates, and other economic pressures.  What strategies are funds employing in their capital allocation, ESG integration and portfolio optimization process to achieve their long-term financial objectives and better outcomes for retirees? 

11 February 2022 | CFA Institute | Video: 1 hr 11 min.

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What's Yours is Mine and What's Mine is Mine

This article seeks to curb the prevalence of non-compliant related party transactions (RPTs) on the Lusaka Securities Exchange (LuSE) by increasing awareness of such RPTs, examining the harm that they inflict, and proposing actions to mitigate this harm.

27 July 2022 | Sumeet Jain, Godfrey Mwanza, CFA

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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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WEBINAR: The Case for Venture Capital During Market Volatility

More disciplined financing rounds, emerging managers adding value, and startups learning the fundamentals earlier on are all bright spots in uncertain times. Listen to the recorded webinar where speakers discussed whether investors should be running towards or away from early venture capital.

14 July 2022 | CFA Institute | Video: 61 min.

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Mortgage Research Report: CLO Monthly Overview - July 2022

The report comprises an overview of current US CLO market, covering CLO issuance, performance, rating updates and CLO manager performance. Authors also discuss about the current market risks and challenges, and highlight emerging themes and trends.

14 July 2022 | Miles Li, Luke Lu, Loy Weng, Andrei Iusan, Yield Book

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Tracking Australia's Growing Agribusiness Sector

With 70% of its agricultural production exported today, Australia could play an integral role in meeting increased demand from the global supply chain.

07 July 2022 | S&P Dow Jones Indices

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Impact of Black Swan Events on ESG Relevance

We analyse the active return of the HSI ESG Enhanced Index (the “Index”) by attributing returns into different groups according to ESG performance and conduct back-testing to examine if the Index outperformed the HSI during various black swan events.

08 July 2022 | Hang Seng Indexes Company Limited

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A-Share Companies’ Sustainability Disclosures: 2021 Overview

In 2021, 1,412 China A-share companies have disclosed sustainability-related reports, up by 22% from the previous year. The reporting rate has reached 30% for the first time. 

17 June 2022 | MioTech Research

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Navigating Social and Sustainability Bonds

This research paper aims to help investors and other market participants to better understand the development, trends, challenges and opportunities of the social and sustainability bond market.

20 July 2022 | Alan Meng, Lee Clements, Lily Chung, FTSE Russell

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Chartbook: Singapore REITs & Property Trusts

Singapore has 43 REITs & Property Trusts with a combined market cap of S$111B, representing 12% of Singapore’s overall listed stocks. This document provides an overview on the performance of respective SREITs and Trusts, index and ETFs.

16 June 2022 | EMELIA TAN, SGX RESEARCH

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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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Market Maps by FTSE Russell: Performance Insights - July 2022

Equities and corporate bonds fell further in June, deepening first-half losses, as investors repriced for higher-for-longer inflation, a synchronized central-bank tightening cycle and elevated risks of recession. 

4 July 2022 | FTSE Russell

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Factor Dynamics Through the Cycle

In this paper we analyze factor dynamics through the US economic cycle and show that fluctuations in economic activity and economic cycle phases can be relevant to factor performance.

16 June 2022 | MFS Investment Management

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Restructure and Consolidation in the China’s Property Market Continues

Consolidation and restructure of the market continues. China’s property market is undergoing further consolidation and restructuring, with state-owned developers taking over the financially distressed developers.

21 June 2022 | Winnie Guo, Pengyuan International

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Focuses of FY23 Bangladesh Monetary Policy Statement by EBLSL

EPL Securities believes the central bank of Bangladesh will pursue a cautious policy stance to contain inflation, to reduce pressure on exchange rate depreciation and to protect foreign exchange reserves. Download the report to read more.

30 June 2022 | EBLSL Research

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WEBINAR: Enhancing Investors Trust - 2022 CFA Institute Investor Trust Study

The 2022 CFA Institute Investor Trust Study gauges the state of investor trust among retail and institutional investors across 15 geographic markets, and explores the factors influencing trust, such as technology, product innovation, personalization, and sustainability.

14 June 2022 | CFA Institute | Video: 58 min.

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WEBINAR: IPO Opportunities for Startups in Asia

The interest of venture investors in Southeast Asia has been growing. The Tokyo Stock Exchange is seen as one of the most attractive venues for exit strategies by startups and venture capital in the region, as exemplified by two cross-border IPOs listed on the Exchange in 2021.

16 March 2022 | CFA Society Japan, Tokyo Stock Exchange

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Developed Market Sovereign Bonds: ESG Factors Under the Spotlight

This whitepaper examines MFS's approach to developed market sovereign debt analysis and the importance of explicitly integrating ESG factors into the research process.

08 July 2022 | MFS Investment Management

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The Business Media and Mutual Fund Risk Shifting

This paper investigates the impact of the business media coverage of fund holdings on mutual fund risk-shifting in stock holdings. We document that media coverage decreases both across-year risk-shifting and intra-year risk-shifting activities.

This paper was submitted for the Asia Pacific Research Exchange Award at the 2021 New Zealand Finance Meeting.

29 November 2021 | Prince Elvis Asamoah

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ETFs in Insurance General Accounts – 2022

In 2021, U.S. insurance companies added USD 1.5 billion in exchange-traded funds (ETFs) to their general account portfolios.  By year-end 2021, U.S. insurers increased their ETF AUM by 15% from 2020.

25 May 2022 | S&P Dow Jones Indices

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Compensation Survey 2021

The eFinancialCareers compensation guide offers detailed insights into pay for key front, middle and back office jobs in banks and the buy-side globally, plus salary and bonus information for jobs in M&A, sales and trading, quant, risk, research,

1 December 2021 | eFinancialCareers

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The (Re)Balancing Act of the S&P 500 ESG Index

The 2022 annual rebalancing of the S&P 500 ESG Index resulted in the exclusion of Tesla, world’s largest electric car maker. The process aims to balance broad-based market exposure with meaningful and measurable sustainability-focused enhancements.

17 May 2022 | S&P Dow Jones Indices

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WEBINAR SERIES: Non-Fungible Tokens (NFTs)

NFTs have become mainstream in developed countries, and they have also spurred interest and demand locally in Malaysia. In this series of three webinars, speakers share their views and insights on NFTs from the perspective of Malaysian law, look at the current NFT trends and trading strategies, and explore what makes NFTs tick behind the scenes and how to build a solid mental model for understanding them.

10 March 2022 | CFA Society Malaysia.

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Famous Firms, Earnings Clusters, and the Stock Market

Much of the market's annual premium occurs on a few days on which several of the market's most famous firms simultaneously announce earnings after the close. The effect is a pre-announcement drift whereby prices rise before announcements.

27 November 2021 | Yixin Chen, Randy Cohen, Kevin Wang

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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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About the Author(s)

ARX Editorial Team

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