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Research
Research

Research

 

Watch the video and take a deep dive into the world of investment research with stock analysts and market strategists on how they research, analyse and make recommendations to investors.

UBS  |  14:10 mins

Role in the Ecosystem
0:00   Introduction
00:65  What is the role of your business unit within the investment management industry?
02:40  Who are some of your key stakeholders in the industry and how do you engage with them?
04:51  What is the role’s objective and how do you achieve these?
06:22  Talk us through a typical day
Career Advice
08:41  What opportunities are there for those looking to join a firm like yours?
09:41  What advice would you give a student looking to enter the market?
11:20  What skills do you look for in the graduates you hire?
12:29   How does the CFA charter equip people for a role in the industry?

 

Macquarie Group  |  12:04 mins

Role in the Ecosystem
0:00   Introduction
00:53  What is the role of your business unit within the investment management industry?
02:40  Who are some of your key stakeholders in the industry and how do you engage with them?
04:09  What is the role’s objective and how do you achieve these?
05:42  Talk us through a typical day
Career Advice
08:13  What opportunities are there for those looking to join a firm like yours?
08:57  What advice would you give a student looking to enter the market?
09:42  What skills do you look for in the graduates you hire?
11:05   How does the CFA charter equip people for a role in the industry?

Research

ACY UBS

UBS

Simon Mitchell
Head of Investment Research in Australia

Pieter Stoltz, CFA, Equity Strategist

Giulia Specchia, Rates Strategist

ACY Macquarie Group

Macquarie Group

Kristen Edmond
Head of Equity Research, Aus & NZ

Morana McGarrigile
Equities Analyst, Retail, Food & Beverages

Research

Webinar Recording

Guest Speakers

Pieter Stoltz, CFA
Equity Strategist, UBS

Morana McGarrigle
Equities Analyst – Retail, Food & Beverages, Macquarie Group

Frank Li, CFA
Diversified Portfolios, MLC

Analytical. Curious. You.

ACY Fund Manager and Trading

Fund Manager and Trading

Deep dive into the investment world of Fund Managers who are specialised investors within their own asset classes and how traders manage their execution risks through quantitative methods.

Learn More >
ACY Asset Owner and Operations

Asset Owner and Operations

Deep dive into the investment world of Asset Owner and Operations. Learn about how a superannuation fund and an investment operations business safeguard assets on behalf of millions of Australians.

Learn More >

Study

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Resources

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  1. Why hire a CFA Charterholder?
  2. CFA Program benefits for employers
  3. Broaden the investing expertise of your organisation
  4. Inclusion Code

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