Investment Portfolio Construction

Fund categorisations: confusing segments and style

by Hansi Mehrotra

The Indian media has been discussing SEBI’s circular on categorisation and rationalisation of mutual funds ever since it came out in October 2017. I had written about the need for better fund classifications last year, so I didn’t comment further. But the news that AMFI has asked SEBI to reconsider has prompted me to share my views a bit more…

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Portfolio Construction

Is fund research the weakest link in capitalism?

by Hansi Mehrotra

“We have met the enemy and he is us.” — Walt Kelly We blame capitalism for most of our modern…

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Business issues

Open letter to SEBI re investment advice…as a consumer

by Hansi Mehrotra

Firstly, I want to commend you on the direction of the reforms in the Indian asset/wealth management industry over the…

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Communication

The value of dumb questions

by Hansi Mehrotra

Being an outsider, as I have been for most of my life, brings with it a feeling of inadequacy. To…

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Behavioural Finance

What happened to your goals?

by Chicago Booth

Remember your New Year’s resolutions? Every January, many of us resolve to diet, exercise, turn off the television, and live…

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Portfolio Construction

The making of a compelling statistic

by Ravinath Dasika

I recently came across an article by Sharad Singh of Invezta, titled ‘More than 90% active mutual funds beat the…

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Alternatives

A new dawn for Indian PE

by Vivek Pandit

After the aggressive fundraising of 2015, last year did not provide a wealth of investment opportunities. Activity took a major…

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