[Member Exclusive] Engagement Programme Series III – How to Write Award-winning Research Reports – What Does Good Research Look Like?

CPT/CE Eligibility (A Recognized CPT Provider)

CPT hour(s)	1
PL (CE) hour(s)	1
RBV CPD hour(s)	1

EVENT DETAILS

What Does Good Research Look Like?

(CODE: 220621W-CEX)

We, CFA charterholders, produce investment research reports to sell ideas. Many would target external clients. A few would cater to internal investment committees. Some use models and numbers to preface their theses, while others rely on catchy phrases and buzzword-of-the-time to draw attention.

Here are a few quotes on performing research and writing reports:

“(on how to write a good research report) Don’t do what everyone else is going.  If you’re to add value, your content needs to be different and, optimally, your presentation of it should be too.” – Tom Brakke, CFA

“Don’t worry about doing research, just search.” – Austin Kleon, Author

“Research is formalized curiosity. It is poking and prying with a purpose” – Zora Neale Hurston, Author, Anthropologist and Filmmaker

Investment research falls into a unique category and may differ from that in the academia or scientific reports, as well as commercial or market studies.  In addition to practicality, investment research requires the perseverance to digging deep and asking many questions, so that investors can gain more insights to make better-informed investment decisions.

In this series of webinars, the Society has invited a number of speakers to share with us:
– their first-hand experience in preparing and writing the pieces, and
– how to help edit and refine reports and turn them from gold to platinum

Through this series, we can understand the unusual tricks and so-common pitfalls in writing a piece of award-winning research.

This session will be presented by Rhodri Preece, CFA, Senior Head, Research at CFA Institute, and Luis-Garcia-Feijóo, CFA, CIPM, Research Director at the CFA Institute Research Foundation and current Managing Editor of the Financial Analysts Journal.

They will provide an overview of the types of research CFA Institute publishes for practitioners, outline the key ingredients to conducting and writing good research, discuss the research workflow, and provide tips for practitioners in producing compelling research reports and recommendations.

About the Speakers

Mr. Rhodri Preece, CFA 
Senior Head, Research
CFA Institute

Rhodri Preece is Senior Head, Research for CFA Institute and is responsible for leading the organization’s global research activities and publications, managing the research staff and collaborating with leading investment practitioners and academics. CFA Institute produces the highest-calibre research on issues and topics most relevant to the investment industry, including rigorous in-depth research, forward-looking thought leadership content, applied investment insights, and commentary on trending investment topics.

Rhodri previously served as head of capital markets policy EMEA at CFA Institute, where he was responsible for leading capital markets policy activities in the Europe, Middle East and Africa region, including content development and policy engagement.

Mr Preece is a current member of the PRI Academic Network Advisory Committee, and a former member (2014-2018) of the Group of Economic Advisers of the European Securities and Markets Authority (ESMA) Committee on Economic and Markets Analysis.

Prior to joining CFA Institute, Mr. Preece was a manager at PricewaterhouseCoopers LLP in the investment funds group (2002-2008). He has a BSc and a MSc in Economics and is a CFA charterholder since 2006.

Dr. Luis Garcia-Feijóo, CFA, CIPM
Interim Managing Editor
Florida Atlantic University and EIA Economic Index Associates

Dr. Luis Garcia-Feijóo, CFA, CIPM, is an associate professor of finance at Florida Atlantic University (FAU), where he teaches investments and international finance. He is also a co-founder of Economic Index Associates (EIA), LLC. Professor García has served as associate editor of the Financial Analysts Journal since 2012 (currently serving interim managing editor) and he is also a research director for CFA Institute Research Foundation. Prior to joining FAU, he worked as director, exam development at CFA Institute and was an associate professor at Creighton University. Professor García’s research interests include factor investing, monetary policy and asset returns, and behavioral finance, among others; his research has been published in leading academic and practitioner journals. He is co-author of the book Invest with the Fed: How to Maximize Portfolio Performance Following Federal Reserve Policy. Professor García holds a PhD in finance from the University of Missouri-Columbia. He actively served on the Board of Directors of the CFA Society of South Florida from 2009 to 2014 and has been an active volunteer for CFA Institute since 2009.

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 event@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 the 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 to 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 7:00 PM.
• For attendance-taking purposes, 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 to 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.