WM/Distribution 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 past few years. I have followed these with great interest as an industry professional. I note you are proposing further changes, and have asked for comments on the proposed amendments to the Investment Adviser Regulations. I have applauded the idea behind separating…

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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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Business issues

What does a treasurer do?

by Jayna Gandhi, CFA

When we think about a treasurer, what comes to mind? Is the treasury profession an extension of the accounting profession?…

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Business issues

How to improve the Indian National Pension System (NPS)

by Hansi Mehrotra

As a consultant on the execution of the New Pension System (NPS) in 2009, I came to appreciate the unique…

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Portfolio Construction

Has goal-based investing ruined Modern Portfolio Theory?

by Hansi Mehrotra

Modern or mean-variance portfolio theory (MPT) is an important financial concept. But it has little practical value for retail investors…

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Business issues

Health and retirement go together

by Hansi Mehrotra

The joys of being young – earning your own income, spending it on the latest gadget without having to explain…

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Portfolio Construction

Diligently finding alpha in Bunnyland

by Monel Amin

These are challenging times for asset owners, particularly those with liabilities or obligations to fund with financial returns, such as…

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