President's Message

“Raising the standard of practice and upholding the ethical standard of the Hong Kong financial services industry is one of our missions. In view of the profile of our members, HKSFA is best positioned for advocating and recognizing the highest standard of investment reports.”

Ms Ashley Khoo, CFA, CPA
President
HKSFA

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HKSFA Best Research Report Competition 2016

Organiser Principal Sponsor
HKSFA CFA Institute
Supporting organisations
HKCSA HKICPA HKIFA HKIRA HKRSA HKTA

Timeline

25 Nov 2016 Annual Forecast cum Annual Dinner (Award of Prize)
03 Nov 2016 Final Round Grading Ends
07 Oct 2016 Final Round Grading Starts
03 Oct 2016 First Round Grading Ends
12 Sep 2016 First Round Grading Starts
31 Aug 2016 Report Submission Deadline
15 Aug 2016 Application Deadline
01 Aug 2016 Report Submission Opens
29 Jun 2016 Application Opens
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Final JudgesShow MoreShow More

William Fong, CFA

Investment Director, Hong Kong China Equities
Baring Asset Management (Asia) Limited

Winson Fong, CFA

Managing Director, Hong Kong China Equities
Manulife Asset Management

Ms. Louisa Lo, CFA

Deputy Head of Asia ex Japan Equities
Schroder Investment Management (Hong Kong) Limited

Previous Final Judges (in alphabetical order of last name):

Dato' Cheah Cheng Hye, Chairman & Co-Investment Officer, Value Partners Group
Ms. Christina Chung, CFA, Senior Portfolio Manager, Allianz Global Investors
Mr. Martin Lau, CFA, Director, Greater China Equities, First State Investments
Ms. Elizabeth Soon, CFA, Managing Director, PineBridge Investments (Asia) Limited

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Results of 2016

Single Company Report category:

The Champion: Mr. Aaron Fischer, CFA, CLSA Limited
The First Runner-up: Ms. Asheefa Sarangi, CFA, CLSA Limited
The Second Runner-up: Mr. Robin Yuen, CFA, RHB Securities Hong Kong Limited

Sector Report category:

The Champion: Mr. Raymond Liu, CFA, Macquarie Capital Securities Limited
The First Runner-up: Ms. Nicole Wong, CLSA Limited
The Second Runner-up: Mr. Walter Woo, Oriental Patron Financial Group

Best Research House Award:

CLSA Limited