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.
Career Insights: Proprietary Desk
Proprietary desk is an emerging area in investment management offering enormous career opportunities for budding professionals. Its mandate is to invest money from a company’s own balance sheet and generate an absolute return from the equity market that should be better than the return from fixed-income instruments
28 November 2019 | Biswarup Mohapatra, CFA, Biharilal Deora, CFA, CIPM | 1 CE | Video: 1 hr 5 min
Practitioners' Insights: India's NBFC Crisis - Opportunities and Risks
Non-Banking Financial Companies extend credit to the segments of population to which banks are reluctant to lend because of their risky credit profile. India’s NBFC crisis started with the failure of one of the most respected firms in India, IL&FS, followed by struggles at DHFL, Reliance Capital, and the latest, Altico. The crisis is both a driver of the economic slowdown and its result.
7 November 2019 | Raghuvir Mukherji, Shreenivas Kunte, CFA, CIPM | 1 CE | Video: 1 hr 19 min
Career Insights: Closing the Skills Gap - How to Transform Yourself into a Work-Ready Professional
Many young finance professionals in India lack technical skills, soft skills, and adequate business awareness. This is a growing problem, leading to frustration for both employers and employees. What do new hires need to hit the ground running and find fulfilment in their careers?
17 October 2019 | Binod Shankar, CFA, Biharilal Deora, CFA, CIPM | 1 CE | Video: 1 hr 9 min
Practitioners’ Insights: Passive Investing in an Active World
Passive strategies have been attracting a large pool of investors who want to generate market returns at a relatively lower cost. However in India, they have not yet gathered as much momentum. We discuss passive investing approaches that wealth advisers and financial planners could use, and how to use passive strategies to balance an active approach.
3 October 2019 | Anil Ghelani, CFA, Shreenivas Kunte, CFA, CIPM | 1 CE | Video: 1 hr 9 min
Career Insights: Making a Career Move — Tips and Techniques
Many professionals make a career switch to move into an area that they are more passionate about, or are forced to do it due to external factors. This webinar covers strategies and provides pointers on how to take better charge of your job search.
23 September 2019 | Luis Moniz, Biharilal Deora, CFA, CIPM | 1 CE | Video: 1 hr 3 min
Career Insights: Sell-side Research in India
Sell-side research has emerged as a coveted profession in India, riding on the growth and development of the country’s equity market. Amit Khurana, CFA, head of equities at Dolat Capital, discusses the employment outlook and career paths.
23 September 2019 | Amit Khurana, CFA, Biharilal Deora, CFA, CIPM | 1 CE | Video: 1 hr 4 min
Career Insights: Treasury Management
India offers many opportunities for professionals in treasury management. Jayna Gandhi, Director at Quantmac Capital Solutions, discusses competencies, career paths, roles and entry requirements.
23 September 2019 | Jayna Gandhi, CFA, Biharilal Deora, CFA, CIPM | 1 CE | Video: 58 min.
Practitioners’ Insights: Investing Wisdom from a Library of Mistakes
Learning from the mistakes others have made is a powerful way to build expertise. This webinar covers a range of common investing mistakes: accounting shenanigans, being caught in a bubble vortex, valuation errors, and others.
23 September 2019 | Kuntal Shah, Shreenivas Kunte, CFA, CIPM | 1 CE | Video: 1 hr 2 min
A Golden Civilization and the Map of Mindfulness
This webinar helps you understand the benefits of incorporating mindfulness practices into work and everyday engagements, and to understand the model for holding group visioning exercises.
23 September 2019 | George Kinder | 1 CE | Video: 53 min
Practitioners’ Insights: Valuing IPOs
Nitin Bhasin, head of research at India’s Ambit Capital, talks about diligence required when analyzing IPOs, especially on management bandwidth, the business’ ability to scale, end even the need for an IPO.
23 September 2019 | Nitin Bhasin, Shreenivas Kunte, CFA, CIPM | 1 CE | Video: 1 hr 5 min
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
Content manager, Editor: Piotr Zembrowski, CFA
Coordinator: Natalie Yiu