Watch and learn
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 4,000 posts, select "Research" in the upper left-hand corner of the page.
The Future Trends of Impact Investing in Asia
The goal of impact investing is to generate financial returns alongside measurable and positive social and environmental impact. Such investments provide capital funding to address the world’s most pressing challenges in sectors such as sustainable agriculture, renewable energy, and affordable and accessible basic services, including housing, healthcare, and education.
22 February 2021 | Maud Savary-Mornet, Ronie Mak, Dina Pons, Pierrick Balmain, CFA, Piotr Zembrowski, CFA | Video: 1 hr 17 min.
Sustainable and Responsible Investment
Experts from World Bank Malaysia, Bursa Malaysia, Securities Commission Malaysia, MSCI, EPF, CFA Society Malaysia, and CFA Institute discuss industry trends, opportunities and challenges focusing on sustainable and responsible investment practices with a focus on Malaysia's ambition as a sustainability-first nation.
4 February 2021 | Justin Ong, CFA; Tan Sri Abdul Wahid Omar; Firas Raad, PhD; Mary Leung, CFA; Chitra Hepburn, Mohamed Rozani Osman, Salmah Bee Mohd Mydin, Rohaya Mohammad Yusof | Video: 1 hr 45 min.
Sustainable Finance and Tropical Forestry
Sustainable finance is crucial in helping to address issues such as climate change, deforestation, or human rights violations, and to rise to the challenge of the Sustainable Development Goals. Tropical timber and pulp products are everywhere and their production carries ESG risks, but the tropical forestry sector and its supply chains have been under-scrutinized.
27 January 2021 | CFA Institute, ZSL SPOTT, CFA Society Singapore | Video: 1 hr 3 min.
The Impact of Covid-19 on Pensions
Industry experts discuss the changes to the 2020 Mercer CFA Institute Global Pensions Index and the diverse efforts by governments across the world to support their communities’ health and finances.
19 January 2021 | CFA Institute | Video: 1 hr 7 min.
Navigating 2021 - Market Outlook Forum
With COVID-19 being one of the biggest determinants of financial markets over the past year and as we move into 2021, CFA Society Malaysia proudly welcomes you to our panel forum on the market outlook for global and local markets for 2021.
15 January 2021 | CFA Society Malaysia: Faridq Ridzuan, CFA, Woon Khai Jhek, CFA, Yeoh Keat Seng, CFA, Teng Yue Xiang, CFA | Video: 1 hr 39 min.
Practices and Opportunities in Islamic Capital Markets
Capital market practitioners and Islamic finance experts discuss the fundamental principles of Shariah law governing capital markets, opportunities for companies to issue sukuk for funding projects, and more. Part 3 of the Islamic finance webinar series.
15 December 2020 | CFA Institute, CFA Society Indonesia, CFA Society Malaysia, CFA Society Pakistan | Video: 1 hr 32 min.
The Rise of Decentralized Finance: Disruption or Opportunity?
Decentralized finance (DeFi) – financial products and services based on the blockchain technology – has seen a surge of interest and new developments in 2020. New applications in areas such as lending, insurance, derivatives, and exchanges, expand our understanding of what services DeFi can support. Experts from BCG Platinion and Crypto.com discuss trends, challenges, and opportunities in decentralized finance.
8 December 2020 | CFA Institute, BCG Platinion, Crypto.com | Video: 1 hr 14 min.
The Battle for Business Ethics
To celebrate the Global Ethics Day 2020, ACCA and CFA Institute collaborated for the first time to launch an Ethics Essay Competition for our members and student population. The competition endeavored to promote ethics and integrity in finance and investment management.
3 December 2020 | CFA Institute, ACCA | Video: 1 hr
ESG Integration in Fixed Income in Practice
In this webinar, second in the series on ESG in credit, we have invited investment managers and asset owners to provide real life examples of how ESG is integrated into fixed income in practice, such as ESG evaluation methods, performance measurements, reporting practices and the design of ESG investment products.
17 November 2020 | CFA Institute ARX | Video: 1 hr 11 min.
Employee, Shareholder, and Banking Email Fraud
Kevin Bowers, partner at Bowers, a Hong Kong law firm, speaks about fraud in shareholder disputes, employee fraud, how to recover money lost in email bank fraud, and how to insure yourself against IT fraud.
28 August 2020 | CFA Society Hong Kong, Kevin Bowers | Video: 1 hr 13 min.
Invest in Your Career to Reach the Top: Equity Research
Equity research analysts work at a variety of companies, such as asset managers, investment banks, insurance, hedge funds, pension funds, and brokerages, which need to crunch data to spot trends or to decide on a valuation.
11 November 2020 | CFA Society Philippines: Charles William Ang, CFA | Video: 1 hr 2 min.
Digitising for A More Agile Capital Market
Chin Wei Min, Executive Director of Digital Strategy and Innovation at Securities Commission Malaysia, and Justin Ong, CFA, President of CFA Society Malaysia, discuss the digital and innovation agenda for the Malaysian capital market, and the road ahead to foster greater innovation in the industry through the use of technology.
5 November 2020 | CFA Society Malaysia: Chin Wei Min, Justin Ong, CFA | Video: 1 hr 4 min.
The Future of Blockchain: Blockchain Pushes Information Economics to the Next Stage, Trust Economics
Prof. Eric Maskin of Harvard University and Chen Long, Luohan Academy Executive Director, discuss the operation and mechanism design of blockchain technology, information asymmetry, signaling and other economic issues.
25 October 2020 | Luohan Academy: Ming Qiu, Ruobing Han | Video: 1 hr 3 min.
Innovation in Islamic Banking
To compete with the conventional players, Islamic financial institutions must provide a unique and an attractive proposition to consumers and investors. They also have to navigate around the additional compliance responsibilities with Shariah requirements.
21 October 2020 | CFA Society Bangladesh, CFA Society Indonesia, CFA Society Malaysia, CFA Society Pakistan, CFA Institute | Video: 1 hr 38 min.
Understanding Cryptocurrency and the Future of Money
Aaron Tang, Country Manager of Luno Malaysia and Faridq Ridzuan, CFA, discuss the evolution of money and its value, cryptocurrency as an alternative asset class, and trading with cryptocurrency.
11 October 2020 | CFA Society Malaysia | Video: 1 hr 5 min.
這股科技熱潮是否代表全球經濟踏入新常態（New normal）的開端? 還是已經出現泡沫？2021年會不會是2000年的翻版？我們又應當如何分析不同科技公司的生意模式？還有最重要的問題：如何評估其合理價值以及如何衡量風險？對於以上的問題，我們將會在這個科技行業論壇中和大家一一探討。
“Evaluation of New Economy Technology Companies” - a World Investor Week webinar presented by CFA Institute, The Hong Kong Investor and Financial Education Council, ACCA Hong Kong and CFA Society Hong Kong. (In Cantonese)
2020年10月8日 | CFA協會，投委會, ACCA | 片長: 1小時40分鐘
Improving Transparency and Comparability of Investment Products with ESG-related Features
CFA Institute has issued a Consultation Paper on the CFA Institute ESG Disclosure Standards for Investment Products - a new, voluntary, global industry standard to establish disclosure requirements for investment products with ESG-related features.
21 September 2020 | CFA Institute: Chris Fidler, Deborah Kidd, Mary Leung, CFA | Video: 1 hr 28 min.
Handling Publicity and the Media Like a Pro
A media training workshop presented by CFA Society Malaysia, helps learn how to master a variety of situations naturally when it comes to speaking in public or on the air.
21 September 2020 | CFA Society Malaysia | Video: 1 hr 20 min.
Opportunities and Challenges of ETFs in Asia Pacific: Should we worry about systemic risks?
Despite growth, ETFs in Asia Pacific still account for only 10% of the global ETF assets. What are the challenges facing ETFs in the region? Meanwhile, the immense popularity of ETFs in the United States has raised concerns of systemic risks, such as exacerbating market disruptions. How pertinent are such risks in Asia Pacific?
15 September 2020 | Simon Brailey, Deborah A. Fuhr, Anil Ghelani, CFA, Piotr Zembrowski, CFA | Video: 1 hr 3 min.
Global Market Outlook: 2020 and Beyond
This webinar examines the status of key global market drivers including the macroeconomic, liquidity, valuation, EPS and factor cycles to assess what is already discounted and what constitutes potential positive drivers and potential threats to risk appetite over the next few months.
4 September 2020 | FTSE Russell: Philip Lawlor | Video: 29 min.
Timber, Pulp, and ESG Risk
This webinar helps financial practitioners understand the main ESG risks posed by the timber and pulp industry. The speakers discuss the challenges and opportunities they meet in the implementation of sustainable planting and forest management practices.
1 September 2020 | CFA Institute, ZSL SPOTT, CFA Society Singapore | Video: 1 hr 3 min.
Fundamental Principles of Islamic Finance
Islamic Finance is a rapidly growing segment of the global financial system with total AUM of USD2.4 trn. The webinar provides an overview of its fundamental principles: prohibition on charging interest, excessive uncertainty, and profit sharing.
26 August 2020 | CFA Society Indonesia, CFA Society Malaysia, CFA Society Pakistan, CFA Institute | Video: 1 hr 15 min.
Covid-19 - A Disconnect between the Stock Market and the Economy?
Has the Covid-19 pandemic caused a disconnect between the real economy and the stock market? What are the real forces that are driving Malaysia's market now?
20 August 2020 | CFA Society Malaysia: Woon Khai Jhek, CFA, Jaccob Thomas, CF, Shu Heng Chuan, CFA, Phua Lee Kerk, CFA | Video: 1 hr 15 min.
Malaysia’s Capital Market 2021 and Beyond
In this Masterclass session, Datuk Zainal Izlan, CFA, Deputy Chief Executive of the Securities Commission Malaysia and Justin Ong, CFA, discuss the outlook on Malaysia's capital market and its economy in 2021 and beyond.
13 August 2020 | CFA Society Malaysia: Datuk Zainal Izlan Zainal Abidin, CFA, Justin Ong, CFA | Video: 1 hr 11 min.
REIT as an Asset Class from the Investor Perspective
REITs generate stable recurring long-term income, which makes them akin to fixed income products and attracts retail investors. But is the current low interest environment benefiting the REIT business model? A webinar in the series "Sector Analysis: A Framework for Investors" presented by CFA Institute and ACCA.
11 August 2020 | Eunice Chu, FCCA, Alan Lok, CFA, Victor S. Yeung, CFA, Luna Fong | Video: 1 hr 16 min.
Covid-19 and Its Impact on the Investment Management Industry: Presentation to CFA Society Pakistan
CFA Institute surveyed its global membership to analyze the effects of the current economic crisis caused by COVID-19 on the global economy. Mary Leung, CFA, head of advocacy, APAC, CFA Institute presented results of the survey specific to Pakistan.
6 August 2020 | CFA Society Pakistan | Video: 1 hr 7 min.
ESG in Fixed Income
Webinar Series: ESG in Credit - Part I, presented by CFA Institute and Fitch Ratings
The growth of ESG investing has created a demand for ESG products and services that meet the needs of asset owners and investment managers. Initially focused on equities, investors are nowalso looking at the much bigger fixed income universe, which includes corporate bonds, public finance, project finance, and structured debt. How do ESG factors affect credit risk and how is this reflected in credit ratings?
4 August 2020 | Mervyn Tang, CFA; Mary Leung, CFA | Video: 1 hr 4 min.
ESG Disclosure Practice and Dialogue
The growing recognition of the impact that material ESG factors have on companies’ long-term prospects has resulted in the strong demand for quality ESG reporting from investors, stock exchanges and regulators. Do companies face any challenges in complying with these reporting standards? What strategic benefits do they see in producing insightful and top-quality reports? Are investors able to articulate the ESG information disclosed?
28 July 2020 | CFA Institute, GRI, Business Environment Council
Toward Greater Trust: Fees, Disclosures, and Professionalism
What does it take for someone to entrust their savings to someone else to manage? The newest trust survey by CFA Institute shows a decline in client trust in Australia and Singapore. What are the reasons and how should the industry respond?
7 July 2020 | CFA Institute: Mary Leung, CFA; Maria Wilton, CFA; Daryl Liew, CFA; Piotr Zembrowski, CFA | Video: 1 hr 5 min.
Green Finance Development in China
As China actively pursues ecological and sustainable development, green finance serves a core function in the country’s financial ecosystem. Dr. Ma Jun, director of the Center for Finance and Development at Tsinghua University, chairman of China Green Finance Committee, and a member of the Monetary Policy Committee of the PBOC, and Rhodri G. Preece, CFA, head of industry research at CFA Institute, discuss green finance development in China.
29 June 2020 | CFA Institute | Video: 52 min.
Transformation through Purposeful Leadership
A masterclass session with Tan Sri Abdul Wahid Omar, Chairman of University Kebangsaan Malaysia (UKM) Board of Directors and Chairman of Bursa Malaysia, and Justin Ong, CFA, President of CFA Society Malaysia. A webinar presented by CFA Society Malaysia.
24 June 2020 | Tan Sri Abdul Wahid Omar, Justin Ong, CFA | Video: 1 hr 11 min
Assessing Insurance Companies in Turbulent Times
Tighter regulatory regimes, geopolitical uncertainty, the ongoing digitization of the economy, and the Covid-19 pandemic have caused fundamental changes in the traditional insurance business. How should investors assess insurance companies?
16 June 2020 | Eunice Chu, FCCA; Charles Chui, CFA; Jennifer Law, MD; Mike Goodall; Stratos Pourzitakis, PhD | Video: 1 hr 2 min | 1 PL
ESG Investing Post-Covid 19
MioTech's co-founder Jason Tu compares shareholder value vs. social value, explains how technology and data readiness improves ESG adoption, and discusses regulatory drivers of sustainable investing in Greater China.
10 June 2020 | Jason Tu, Mary Leung, CFA | Video: 1 hr 9 min
AI Ethics in the Corporate World
As the applications of artificial intelligence proliferate, will there be a radical shift in how people behave and make critical decisions? Will AI strengthen or weaken the role of ethics? A webinar presented by CFA Institute and Tencent Finance Academy (Hong Kong)
3 June 2020 | Alan Lok, CFA, Dorothy Chau, PhD, Laurel Teo, CFA, Justin Ong, CFA | Video: 1 hr 41 min
From the Desk of a CIO: Strategizing Long-Term Investments
Mohamad Damshal bin Awang Damit, CFA, Chief Investment Officer at Tabung Haji, and Faridq Ridzuan, CFA, discuss what it takes to be a CIO, and how being a CFA Charterholder can help your career.
1 June 2020 | CFA Society Malaysia: Mohamad Damshal bin Awang Damit, CFA, Faridq Ridzuan, CFA | Video: 57 min
Portfolio Asset Allocation and Performance through the Business Cycle
During the crisis, asset allocation decisions outweigh stock selection decisions as a determinant of portfolio performance. What is the value of asset allocation for portfolio performance over the long term?
1 June 2020 | CFA Society Malaysia: Yau Sue Meng, CFA | Video: 58 min
Gearing Up Your Portfolio with Structured Warrants
During market volatility it is important to identify the right strategies and tools to maneuver through the crests and troughs of the market. Learn how you can amplify your portfolio performance with structured warrants.
1 June 2020 | CFA Society Malaysia: Leong Kah Meng, CFA | Video: 1 hr 13 min
Has Luck Run Out for Luckin Coffee?
With high volatility in the market, impending recession, unconventional monetary policies, how do you value a company? What can we learn from the failure of the Chinese coffee chain Luckin Coffee?
1 June 2020 | CFA Society Malaysia: Ryan Tong Yee Chow, CFA, Chong Jin Yoong, CFA | Video: 1 hr 12 min
Australian Credit Market Outlook and the Macro-economy
Fitch Ratings’ leading sector analysts discuss the implications of the global pandemic on Australia’s economy. The interactive webinar covers sovereigns, financial institutions, structured finance, corporates, infrastructure and ESG.
25 May 2020 | Fitch Ratings: James McCormack, Jeremy Zook | Video: 51 min
How Green Are Green Bonds?
A review of green bond regulations in ASEAN with a focus on their alignment with global standards and on the progress Thailand, the Philippines and Malaysia are making in the development of their green bond markets.
21 May 2020 | Mary Leung, CFA; Yoon Mee Yeong, CFA; Juliette Macresy, CFA; Cedric Rimaud, CFA | Video: 1 hr 8 min
Is There Cash Left in the Post-Covid-19 World?
The COVID-19 pandemic has left businesses around the world cash-strapped. What are the best practices in working capital management, how do you uncover tell-tale signs of poor cash and working capital management and how can you preserve liquidity? A webinar presented by CFA Society Malaysia and PWC.
19 May 2020 | Pawan Kankanwadi, Ganesh Gunaratnam, Chun Keat Neo, CFA | Video: 1 hr 8 min
Oil Armageddon: Is Black Gold Turning into Red Ink?
While the outlook for global crude oil remains subdued, the world’s most important commodity is quickly losing its value, as the chronic oversupply overwhelms storage capabilities of crude tanks, pipelines and super-tankers.
19 May 2020 | CFA Society Malaysia: Deepak Kumar Thakur, CFA, Ahmad Nabil, CFA | Video: 1 hr 5 min
Bank Negara Malaysia’s Pandemic Relief Measures: A Welcomed Move to the Malaysian Banking Industry?
A discussion of the measures implemented by Bank Negara Malaysia to support the efforts of banking institutions to assist individuals, small and medium-sized enterprises and corporations in managing the impact of the Covid-19 outbreak. A webinar presented by CFA Society Malaysia.
2 April 2020 | Yue Xiang Teng, Justin Ong, CFA | Video: 1 hr 26 min
Deep Dive into VIX and Market Volatility
Known as the market's "fear gauge", the VIX index and its related measures covering equity, currency and fixed income markets across the globe, have become go-to measures of uncertainty and turmoil in markets. How does VIX encode meaningful predictions about the future behaviour of the markets?
12 May 2020 | Tim Edwards, PhD; Franki Chung, CFA | Video: 1 hr 2 min | 1 PL
Recovery of China's Economic Activities
Fitch's senior analysts discuss the findings on China's domestic credit market conditions and property market activities, the observations on steel and construction sectors, and the views on energy consumption.
29 April 2020 | Fitch Ratings: Ying Wang, Jenny Huang, Adrian Cheng, Laura Zhai, Penny Chen | Video: 55 min.
CEO Insights: Communicating in a Crisis or a Crisis of Communication?
Miss Radhika Gupta, CEO of Edelweiss AMC, talks about client communication in times of crisis. The session is moderated by Mr. Rajendra Kalur, CFA.
1 April 2020 | Radhika Gupta, Rajendra Kalur, CFA, CFA Society India | Video: 60 min.
Corona Financial Crisis: Is This Time Different?
Dr. Duvvuri Subbarao, 22nd Governor of the Reserve Bank of India discusses the impact of Covid-19 on India’s economy. The moderator is Dr. Samiran Chakraborty, Managing Director and Chief Economist for India at Citigroup.
13 April 2020 | Dr. Duvvuri Subbarao, Dr. Samiran Chakraborty, CFA Society India | Video: 1 hr 18 min.
Cashless Payment Industry - Sector Analysis
The webinar explores the growth potential and the evolving landscape of the cashless payment industry. It highlights the most important competencies a company needs to thrive in this sector.
29 April 2020 | CFA Institute: Eunice Chu, FCCA; Danny Leong; Alan Lok, CFA; Serhii Karpenko; Rostyslav Dyuk
Global, APAC Sovereign & Economic Outlook
Fitch Ratings’ experts discuss the firm’s recent rating actions and outlook changes, prospects for fiscal deterioration, and assesses the depth of the 2020 recession and the prospects for post-crisis recovery.
28 April 2020 | Fitch Ratings: James McCormack, Brian Coulton, Stephen Schwartz
Artificial Intelligence Applications in Finance
The young demographics of the Philippines is seen as an advantage. But as advancement in artificial intelligence becomes exponential, transforming science fiction into reality, we could see jobs becoming obsolete and machines replacing humans.
8 August 2018 | CFA Society Philippines, Dr. Noah Silverman | Video: 45 min.
Sales Inducements in Asia Pacific
Based on a report by CFA Institute, the webinar reviews regulatory and industry practices around sales and distribution of mutual funds in Australia, Hong Kong, India and Singapore, with a focus on sales commissions, fees and their effect on mis-selling.
24 April 2020 | CFA Institute: Mary Leung, CFA, Sara Cheng, JD
Q1 2020 Factor Performance Review for Investors in Asia-Pacific
FTSE Russell’s Philip Lawlor and Marlies van Boven discuss the impact of the Covid-19 correction on factor performance across the globe and how this compares with the 2008 GFC correction.
22 April 2020 | FTSE Russell: Philip Lawlor, Marlies van Boven | Video: 22 min.
ESG Risks in the Natural Rubber Sector
Natural rubber industry is dominated by smallholders who often are unable to absorb the costs of sustainable practices. The sector to be overlooked by global sustainability initiatives. Negative social and environmental impacts present a risk to downstream companies and investors.
16 April 2020 | CFA Society Singapore, CFA Institute Asia-Pacific Research Exchange | Video: 1 hr 8 min.
Climate Change Integration in the Investment Process
Climate change presents a range of physical and transition risks for business and the financial industry. Investment professionals need education and tools to analyse and mitigate these risks. CFA Institute's Matt Orsagh presents an overview of the topic, followed by a panel discussion of industry experts in Asia-Pacific.
9 April 2020 | CFA Institute | Video: 1 hr 11 min.
This publication has been assigned 1 Continuing Education (CE) credit under the guidelines of the CFA Institute Continuing Education Program. 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 Continuing Education section of ARX.
Bushfires and Coronavirus: Impact on Australian Credits and Economy
A webinar discusses the aftermath of the Australian bushfires on various sectors and the effect of the global spread of the coronavirus. The combination of the two is one of the worst "black swan" events of our time.
27 March 2020 | Fitch Ratings: Jeremy Zook, Tim Roche, Kanishka de Silva | Video: 35 min.
Investing through Booms and Busts
In this recorded seminar, Dr. Vikram Mansharamani applies a combination of practitioner experience and academic perspective to help audiences navigate the cross-currents of global economic, financial and political developments.
28 August 2019 | Dr. Vikram Mansharamani, CFA Society Philippines | Video: 1 hr 21 min.
Coronavirus - Refinancing Risks for Chinese Corporates
This webinar assesses the refinancing risk posed by the coronavirus (COVID-19) epidemic and identifies Chinese corporates that face elevated risk in relation to their capital market debt maturities.
24 February 2020 | Fitch Ratings: Buddhika Piyasena, Matt Jamieson, Kalai Pillay, Ying Wang, Adrian Cheng, Laura Zhai, Kelvin Ho | Video: 46 min.
Coronavirus Contagion – A Market Assessment
In this webinar, Philip Lawlor, managing director, global markets research discusses the impact of the coronavirus on market returns and gauges its effect on the global economy, the credit cycle and market drivers, such as profits and valuations.
16 March 2020 | FTSE Russell | Video: 26 min.
Using ESG Data to Simplify the Complex
As the interest in ESG investments continues to grow, data is critical to ESG portfolio construction. It can inform decision making and provide grater transparency. Data scientists explore the practical applications for investors.
4 March 2020 | S&P Dow Jones Indices: Steven Bullock, Jaspreet Duhra, Manjit Jus | Webinar: 58 min.Watch Webinar >
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
About the Author(s)
Director: Scott Lee
Content manager, Editor: Piotr Zembrowski, CFA
Coordinator: Natalie Yiu