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Editor's selection of posts on financial technology, including artificial intelligence (AI), crypto-assets, distributed ledgers, big data, and relevant regulation.


Overview

Recent developments in financial technology (FinTech) have generated much excitement and some concern. They forced industry practitioners to envision a future where many of their tasks will be simplified or fully automated, upending the way financial advice, investment, and banking services are provided. Will artificial intelligence applications powered by machine learning better manage investments than humans do? Will the distributed ledger (blockchain) technology make global financial transactions instant, seamless, safe, and free? Will regulation keep up with the pace of innovation? How should investment professionals adjust their career paths to benefit from these developments? The Editor's selection of ARX posts sheds light on some of these issues.

Select "Research" in the upper left-hand corner of the page to find more FinTech content in ARX's repository of more than 4,000 posts. 


Sector Overviews

Fintech Overviews

WEBINAR: Asia-Pacific FinTech Month 2022 - Fintech for Sustainability

In this recorded webinar, we looked at a few business models and practices of fintech firms that contribute positively to sustainability. We also looked at the challenges when it comes to continuing innovation, and evolving opportunities in this area. In addition, we discussed how regulators and policymakers are encouraging fintech in sustainability, and additional steps that are needed.

25 August 2022 | CFA Institute | Video: 1hr 30mins.

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WEBINAR: Asia-Pacific FinTech Month 2022 - Digital Banking Maturity

In this third webinar of the FinTech Month series, we looked at how heightened competition has been helping to push digital transformation in the banking sector – including the emergence and impact of virtual banks. Our panel of experts shared their views on the growth opportunities, regulatory implications and lessons learnt along the digitalization journey.

18 August 2022 | CFA Institute | Video: 1hr 33mins.

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Fireside Chat: Future of the FinTech Eco-System

Watch the recorded webinar where Jennifer Tan, FCCA, chair of ACCA Hong Kong and CEO of Alipay Financial Services revealed the future of FinTech eco-system.

11 February 2022 | CFA Institute

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Panel Discussion: Investment Management Professional of the Future

Watch the recorded webinar and learn how can firms build more effective teams that integrate human intelligence with artificial intelligence and how will individual professionals need to adapt in order to succeed? 

11 February 2022 | CFA Institute

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CFA Society Malaysia FinTech Forum 2021

CFA Society Malaysia presents the inaugural FinTech Forum 2021 - a three-part series of webinars, which spotlight leading finance and investment industry speakers and practitioners.

2-16 June 2021 | CFA Society Malaysia

FinTech Forum 2021 >


WEBINAR: Building the FinTech Workforce of the Future

As Covid-19 forces governments and the industry to focus on workforce skills, the future is shaped by the convergence of technology and traditional finance. The panel discusses its implications for education, training, future job opportunities, and how this is being addressed at a macro (governmental) and micro (companies and individuals) level.

3 March 2021 | Pete Bentley, Brian Lam, Warwick Pearmund, Larry Cao, CFA, Clare Witts | Video: 1 hr 3 min.

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The FinTech Dividend: How Much Money Is FinTech Likely to Mobilize for Sustainable Development?

Does FinTech offer a new way of funding sustainable development?  We find that roughly 3%-13% of funding required for the UN’s Sustainable Development Goals – or around $50 billion to $125 billion – could come from a FinTech dividend.

20 January 2021 | Bryane Michael

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Artificial Intelligence

Artificial Intelligence

WEBINAR: Asia-Pacific FinTech Month 2022 - Deployment of AI in the Financial Services and Investment Industry

In this recorded webinar, we brought together experts from technology companies and financial institutions to discuss on key AI techniques and practices. They also shared the experience on the benefits and challenges during the deployment. Lastly, we discussed the organizational transformation needed to realise the true potential of artificial intelligence.

11 August 2022 | CFA Institute | Video: 1hr 37mins.

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WEBINAR: AI and Big Data Adoption in APAC Financial Services and Strategies for Talent Development

Financial institutions across major financial centres in APAC are increasingly recognizing the benefits of artificial intelligence (AI) and big data. How should financial institutions and finance professionals prepare themselves for what is likely the most significant change they will experience in their career? What is the secret sauce to successfully adopting AI and big data in finance? What type of talents are most in demand?

14 December 2021 | CFA Institute | Video: 60 min.

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WEBINAR: T-Shaped Teams - The Roadmap for AI and Big Data Adoption in Investments

Incorporating artificial intelligence and big data techniques in the investment process is critical for the success of the future investment firms and investment professionals alike. And yet, many are struggling to find out where to begin and what to do to prepare themselves for the inevitable change. We discuss how investment organizations build T-shaped teams to connect the investment and technology functions for success.

15 September 2021 | CFA Institute | Video: 1 hr 7 min.

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How to Build a Simple ML-Powered Stock Movement Classifier

We harness computing power and machine learning to build a classifier tool to predict whether a stock will go up or down on any given day. It helps investment managers boost their predicting power in their investment management practices.

5 January 2021 | Analytics Vidhya: Zain Farrukh

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Distributed Ledger Technology

Blockchain

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: Asia-Pacific FinTech Month 2022 - Virtual Assets

Watch our recorded webinar to hear from cryptoassets experts discussing valuating crypto assets, emerging opportunities and trends of virtual assets in APAC from different stakeholders' perspectives and advise to investment professionals. 

04 August 2022 | CFA Institute | Video: 1hr 31mins.

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Perspectives on the Current Crypto Slump

The cryptocurrency market has shown significant volatility even before the current downturn. We can better understand the drawdowns by looking at the S&P Cryptocurrency Indices.

17 May 2022 | Sharon Liebowitz, S&PDow Jones Indices

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Valuation of Loyalty Tokens

Valuation of tokens is a wager on the platform adoption. This study investigates the effect of platform adoption on the valuation of loyalty tokens and the contingent claims with the token as an underlying.

15 February 2022 | Anand Shah

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[email protected]

India and SE Asia are beckoning capital for cryptocurrency despite strong regulatory headwinds.

1 January 2022 | CAPER

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When a Safe-Haven Asset is Less Than a Safe-Haven Play

We find that gold, T-bond, and Swiss Franc are full-safe havens and Bitcoin is a partial-safe haven asset. Moreover, our model is effective in portfolio construction.

This paper was submitted for the CFA Institute ARX Best Paper Award at the 26th Annual New Zealand Finance Colloquium 2022.

4 December 2021 | Leon Li, Carl Chen

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Bringing Transparency to an Emerging Asset Class: S&P Cryptocurrency Indices

Because digital assets are an emerging asset class, it is helpful to discuss what cryptocurrencies (also referred to as "coins" in this document) are, how the asset class has grown, and how they are regulated.

15 October 2021 | S&P Dow Jones Indices

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Bringing Transparency to an Emerging Asset Class: S&P Cryptocurrency Indices

Because digital assets are an emerging asset class, it is helpful to discuss what cryptocurrencies (also referred to as "coins" in this document) are, how the asset class has grown, and how they are regulated.

15 October 2021 | S&P Dow Jones Indices

Read Article >


Data Analytics

Data Analytics

WEBINAR: Asia-Pacific FinTech Month 2022 - Fintech for Sustainability

In this recorded webinar, we looked at a few business models and practices of fintech firms that contribute positively to sustainability. We also looked at the challenges when it comes to continuing innovation, and evolving opportunities in this area. In addition, we discussed how regulators and policymakers are encouraging fintech in sustainability, and additional steps that are needed.

25 August 2022 | CFA Institute | Video: 1hr 30mins.

Watch Webinar >


VIDEO: Data Science - The Game Changer of the Industries

This forum discussed the strategic aspect of data analytics, real world examples related to governance of data science, and how it is becoming more important for one's career development.

25 August 2021 | CFA Society Malaysia | Video: 58 min.

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The Firm as a Data-Generating Mechanism

Big data is a strategically important resource. It is more likely to be a source of competitive advantage if it is generated in-house. Firms will be larger and more diversified because data analysis benefits from economies of scale.

5 November 2020 | Mark A DeWeaver

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Eye in the Sky: Private Satellites and Government Macro Data

Relying on government announcements for macro information creates a potential conflict of interest and macro uncertainty. Many private entities have started using alternative data strategies to predict macro numbers.

22 October 2020 | Abhiroop Mukherjee, George Panayotov, Janghoon Shon

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Regulation

Regulation

Will FinTech Law Help Countries Achieve Sustainable Development Goals?

Most central bankers and finance ministers in Asia look to financial technologies (FinTech) as a way to increase their UN Sustainable Development Goal (SDG) scores. We review legal developments and perform econometrics to provide guidance.

10 December 2021 | Bryane Michael

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Do Patent Trolls Cause High-Tech Firms to Delist?

Using a sample of high-tech and patent intensive firms from the U.S. market between 2000 and 2019, we find that the frivolous patent trolling is positively associated with the delisting decision of the defendant firms.  

15 September 2021 | Sayla Siddiqui

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VIDEO: Evolution of Banking in a Digital Revolution

A deep-dive into digital transformation, potential career opportunities and skillsets required in the future of the banking industry. Learn how a  to navigate this changing environment.

26 August 2021 | CFA Society Malaysia | Video: 51 min.

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Enabling an Efficient Regulatory Environment for AI

ASIFMA proposes a set of regulatory principles for AI which will form the basis for an efficient regulatory environment while supporting customer and investor protection, market integrity, and financial and systemic stability.

29 June 2021 | Laurence Van der Loo, ASIFMA

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About the Author(s)

ARX Editorial Team

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