Overview
ARX helps practitioners keep up to date on current and emerging industry topics. Our collection of video webinars, created by CFA Institute and CFA societies in Asia Pacific, covers many topics relevant to investment professionals in the region.
To browse or search ARX's repository of more than 3000 posts, select "Research" in the upper left-hand corner of the page.
Practitioners’ Insights: Portfolio Management
Building a portfolio of companies and other assets requires not only skills in analysis and forecasting for individual companies, but also knowledge of portfolio construction techniques, investment styles and risk management. Presenter: Swati Kulkarni, CFA, senior portfolio manager and executive vice president at UTI Asset Management Company Ltd.
4 July 2019 | CFA Institute | 1 CE | Video: 1 hr 13 min.
CIO’s Insights: Beyond Projected Profits
A lot of analysis is done on projected sales, margins, cash flow, profits, market share, exit multiples and so on. However, often analysts and investors tend to forget aspects like discretionary spending for the future (advertising, R&D spend), pricing and other business decisions (whether exploitative or symbiotic value additive), capital allocation (whether and how is cash re-invested / returned to investors). In many cases, these ignored factors may be better indicators of future shareholder returns as compared to predicting the next quarter's earnings accurately.
23 May 2019 | CFA Institute | 1 CE | Video: 1 hr 2 min.
Practitioners' Insights: Assessing Emerging Technology Businesses
Analyzing emerging technology businesses is not easy. There are no fixed set of rules, nor do we have proven templates. Probir Roy, co-founder of PayMate, talks about how to assess emerging technology businesses, some of which change our lives, but don't make any profits.
6 June 2019 | CFA Institute | 1 CE | Video: 1 hr 2 min.
Career Insights: Wealth Management Industry
What is the value of the CFA charter? Rajendra Kalur, CFA, talks about the value chain in the wealth management industry, key roles and positions, salary levels, and skills and knowledge requirements.
30 May 2019 | CFA Institute | 1 CE | Video: 1 hr 10 min.
Practitioners’ Insights: Hospitality industry
Building a portfolio of companies and other assets requires not only skills in analysis and forecasting for individual companies, but also knowledge of portfolio construction techniques, investment styles Hospitality is not one industry—but a composite that represents the global and local economic pulse, micro-market demand-supply dynamics and consumer confidence. Ambiguity laced with new challenges and opportunities can arise from any of these spaces. The sector is vulnerable to events like natural disasters, geopolitical developments and terrorism. Presenter: Pavethra Ponniah, CFA, VP and Sector Head, ICRA Limited
9 May 2019 | CFA Institute | 1 CE | Video: 1 hr
Career Insights: Private Equity Market in India
Namit Arora, Managing Partner, IndGrowth Capital, discusses competencies, entry requirements, roles, career paths and opportunities in India's private equity market.
16 May 2019 | CFA Institute | 1 CE | Video: 1 hr 15 min.
Practitioners’ Insights: Quants Factor-based Investment Decision-making
"Quantamental" investment processes entails using multiple factors for conceiving and building robust investment ideas followed by detailed security research to assess the merit for each investment choice.
25 April 2019 | CFA Institute | 1 CE | Video: 1 hr 3 min.
Career Insights: Alternative Investment Funds in India
The fast growth of the alternative investments space in India offers a diverse investment management roles in research, fund management and product development. AIF professionals need to be well versed in investment and economic analysis, risk management, market structures and trading patterns of liquid as well as illiquid securities.
21 February 2019 | CFA Institute | 1 CE | Video: 1 hr 5 min.
Practitioners’ Insights: ETFs, Smart Beta and the Evolving Investment Landscape
Exchange-traded funds are disrupting active fund management by democratizing investing. They provide affordable access to asset classes, countries and strategies that used to be available only to large institutions. Index and ETF innovation allow access to new sources of returns through risk factors across all asset classes.
28 March 2019 | CFA Institute | 1 CE | Video: 1 hr 15 min.
Career Insights: Structured Finance
Growing interest in structured finance in India is creating career opportunities for finance professionals, especially in mezzanine financing. Presenter: Ashwin Narang, Head of Financial Sponsors and In-Country Coverge at FirstRand Bank.
18 April 2019 | CFA Institute | 1 CE | Video: 1 hr 5 min.
The Climate Bonds Taxonomy and Green Bond Database Methodology
Climate Bond Initiative's Climate Bonds Taxonomy identifies assets and projects that are needed to deliver a low-carbon economy, and provides screening criteria consistent with the climate goals of the Paris Agreement.
20 November 2018 | Climate Bonds Initiative | Video: 1 hr
About the Author(s)
Director: Scott Lee
Editor, content manager: Piotr Zembrowski, CFA
Coordinator: Natalie Yiu