ARX AN INTRODUCTION
ARXAN INTRODUCTION
AGENDA
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01 Answering Members’ Needs
02 What is ARX
03 Benefits of the ARX Community
How to Participate, Engage and Learn from Peers04
ANSWERING MEMBER’S NEEDS
Alignment with insights from content experience research
• Members want to experience a sense of community with their peers, centered on
the value of shared experience and respect for opinion, in addition to content
• They value simplicity, in the form of focused and user-friendly experience
• They want convenience, timeliness and relevance
• They look for resources that will help them stand out, and progress with their
careers
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MORE THAN A MEMBER
Although the charter is an essential
reason for a connection with CFA
Institute, members do desire a
deeper sense of community that
goes beyond the designation.
Consumers aren’t even aware CFA
Institute content exists beyond the
study materials, which they want to
leave far behind once they receive
the charter.
WHAT CONTENT?
ARX: WHAT IS IT?
An Infrastructure• A user-friendly digital platform
• A web portal of research relevant to investment management in Asia-Pacific
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A GLOBAL PLATFORM
Which Countries? Which Markets?
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Bangladesh China Hong Kong India Indonesia Japan
Korea Malaysia Melbourne New Zealand Pakistan Perth
Philippines Singapore Sri Lanka Sydney Taiwan Thailand
ARX: WHAT IS IT?
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ARX: WHAT IS IT?
A Community• Post, comment, discuss, debate
• Associated activities, e.g., online/offline engagement, in-person round-table,
closed-group due diligence, etc.
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WHO IS IT FOR?
Target audiences
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CFA Institute/Society Members
Academics and Regulators
Related professions
Non-CFA chartered professionals
CFA Program candidates, CPs,
lapsed members
ARX
CFA Charterholders
AcademicsIndustry
Professionals
THE ARX COMMUNITY
What’s in it for me?
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One-stop resource center, a central repository
Quality and quantity of relevant applied research
Emerging trends in investment management
relevant to APAC
Interaction with like-minded researchers and
practitioners
A platform for you to publish and be recognized
Rankings and statistics will demonstrate how the
community values your contribution
A LIFETIME OF VALUE
• ARX membership is free
• Provides users an always-positive experience
• Rewards to loyal contributors, such as:
- CFA Investment Conference admission tickets
- C-suite invitation-only discussion forum (online or in person)
- Invitation-only key/global opinion leaders round-table
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A LIFETIME OF VALUE
Benefits to members
• Better career – ARX enables members do their jobs better, stand out in their
current roles, and progress on their career paths
• Better business – ARX enables members to more easily identify investment
trends, find cutting-edge investment strategies, network for business
opportunities, conduct due diligence in a trusted fraternity
Benefits to CFA Institute
• Improve member loyalty
• Lower membership churn
• Build stronger brand
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JOIN THE COMMUNITY
How to Get Involved?
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ACTIVATE YOUR ACCOUNT
• Go to www.arx.cfa
• Set up an account
• Read “About us”
• Submit research,
opinions comments
• Spread the word with
colleagues
• Questions? [email protected]
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Post
Comment
Interact
PLANNED MILESTONES
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Phase
Milestone
Bu
ild
End A
pril • Build ARX
platform
• Collect research
papers
• Invite beta users
(society leaders)
• Refine user
experience
• Refine features
• Build critical
mass of papers
(5000 by Dec)
Po
pu
late
End J
une
Refi
ne
End D
ec
• Public launch
• Continuous
enhancement
• Online, offline
activities
Lau
nch
Dec 2
016
(Tentative)
www.arx.cfa
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