Fun and Games: Investment Gamification and Implications for Capital Markets

(Code: 230116LU-CEX)

CPT/CE Eligibility (A Recognized CPT Provider)

Gamification, and the broader use of behavioral techniques, is used increasingly in financial services. When used well, gamification can be a powerful tool for engagement, literacy, and driving positive outcomes. However, these same techniques can also be leveraged by firms to drive excessive trading, induce trading in complex or high-risk products, or encourage other harmful behaviors, all at the expense of clients.

In this webinar, Sivananth Ramachandran, CFA, CIPM, will describe the various gamification techniques and how they act on investor biases. He will also describe the capital market implications of gamification, and some recommendations on how these techniques can be made to work for investors, rather than against their interests.

About the Speaker

Mr. Sivananth Ramachandran, CFA, CIPM
Director of Capital Markets Policy
CFA Institute

Sivananth Ramachandran, CFA, CIPM (Siva), is the Director of capital markets policy, at CFA Institute. In his role, he is responsible for advocating policy positions on issues that affect capital markets in Asia Pacific, including corporate governance; environmental, social, and governance (ESG); and pensions. Before joining CFA Institute, Siva worked at Morningstar and led their global index product development team. He also served as a spokesperson for sustainability at Morningstar India. Siva also worked at MSCI, where he co-authored research papers on small-cap investing, portfolio construction, and economic exposure.

Siva holds a masters of business administration from the Indian Institute of Management, Lucknow. He also holds the Chartered Financial Analyst (CFA®), Certificate in Investment Performance Measurement (CIPM), and the Certificate in ESG Investing from the CFA Institute, and Fundamentals of Sustainability Accounting (FSA) credential provided by the Sustainability Accounting Standards Board (SASB).

Rating General – Material presented will be basic and of interest to a general audience having no background in the area.

CFA Societies Global Passport Program

CFA Society Hong Kong has participated in the CFA Societies Global Passport Program which allows CFA society members to enjoy local society member rate at selected events like this luncheon.  Members of non-CFA Society Hong Kong CFA Institute societies qualify to attend this event at CFA Society Hong Kong member rates.  Please contact CFA Society Hong Kong at events@cfahk.org to register

Remarks

• This Webinar is a complimentary event for all members.
• Upon registration on the Zoom platform, each registrant will be given a unique link for each session, please do not share the link with others.
• Members will be entitled to receive CPT Attendance Letter at NO extra costs after attending the FULL webinar. Please see below for further details.
• To qualify for CPT/CE hours, all participants must attend the full webinar. After the webinar, Society staff will verify participants’ check-in and check-out time from the registration system for the purpose of issuing CPT Attendance Letters. No pro-rata credit hours will be awarded.
• CFA Societies Global Passport Program Eligible.
• The event will be conducted in English.
• The webinar link and email confirmation will be sent to registrant upon successful online registration. 
• A webinar reminder will be sent out 1 day before the event. If you have not received the email confirmation and reminder, it is the delegate’s responsibility to contact CFA Society Hong Kong to confirm their place.
• The webinar will be conducted on Zoom.
• Please log in the webinar link 10 mins in advance of the session start time to allow some time to solve the technical issues (if any) and the webinar will start promptly at 12:00 PM.
• For attendance-taking purpose, participants’ names and company names (if any) may be given to the speaker of this event.
• CFA Society Hong Kong will closely monitor and assess the ongoing situation of COVID-19 in the community. Should there be any changes to the event dates and other arrangements, we will notify participants via SMS and/or email.  Notices will also be posted on Society’s website.  Please stay alert with our notifications.
• The event organizers reserve the right to change the format, date or speakers of the event due to unforeseen circumstances without prior notice.
• In case of dispute, the decision of CFA Society Hong Kong is final, and no further correspondences will be entertained. 
• Please note that no request for an attendance letter will be processed after the event date & registration deadline.