Insights

Investments > Alternatives

Read more +03 April 2019 By MMI Team in Alternatives

India is open for business

Ramesh Abhishek, Secretary of Department for Promotion of Industry and Internal Trade (DPIIT) talks about the Indian government reforms to encourage industry and trade.
Investing in IndiaRead more +02 April 2019 By MMI Team in Alternatives

India story is not universally known

Anita George, Executive VP, Strategic Partnerships Growth Markets at the Canadian pension fund, CDPQ, shares why it is keen on India
Read more +30 March 2019 By MMI Team in Alternatives

IVCA Conclave 2019 Highlights

  Our editor, Hansi Mehrotra, interviewed a number of the speakers at the IVCA Conclave 2019.

Investments > Economy/Markets

Read more +06 June 2014 By MMI Editor in Economy/Markets

Intro to Modern Monetary Theory

Being a professor in risk management, Professor Frank Ashe had to explain the biggest risk event in recent history – the global financial crisis. He went back to basics to understand the genesis of the credit bubble, in the process discovering Modern Monetary Theory and how government deficits are not as bad as people think.
Read more +15 April 2014 By MMI Editor in Business Issues, Economy/Markets

Role of credit rating agencies

Credit rating agencies have been criticized for their role in the 2007 sub-prime crisis, which led to the global financial crisis, but it wasn’t until a recent lawsuit exposed their internal emails that it became clear to what extent they were responsible. While the global financial crisis can’t be blamed on any one in particular,

Investments > Portfolio Construction

Read more +03 February 2019 By MMI Editor in Portfolio Construction

Do you need an investment philosophy?

Recently, I was invited to participate in a panel discussion on the ‘Art & Science of Stockpicking’. I was fascinated by the topic because I had studied both art and science (actually literature and biology) at undergraduate level and then had chosen finance as a career. I had researched investing somewhat (remember this was 25
Read more +07 November 2017 By MMI Editor in Portfolio Construction

Fund categorisations: confusing segments and style

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
Read more +21 October 2017 By MMI Editor in Portfolio Construction

Can better fund research fix capitalism?

“We have met the enemy and he is us.” — Walt Kelly We blame capitalism for most of our modern ills, from climate change to iPhones that die every two years. Yet we rarely bother to read the sales pitch our accountant, banker, or adviser gives us for the mutual funds to invest our hard-earned

Investments > Traditional

Read more +30 October 2015 By MMI Editor in Portfolio Construction, Traditional

Role of financial ratings

When people hear the leader of a country comment on how a credit rating agency should rate its debt, they realise credit ratings are important. When they read about the role of credit ratings in the global financial crisis, they get angry about the finance industry being responsible for their misery, but figure they must
Read more +09 December 2009 By MMI Editor in Traditional

Forget track records for responsible investing

The United Nations Principles for Responsible Investment now claims over 550 signatories with more than USD 18 trillion in assets. UNPRI provides a framework for institutional investors to integrate environmental, social and governance (ESG) factors into investment processes. Also, the International Finance Corporation has sponsored a study on the prevalence of RI in emerging markets.

WM/Distribution > Advisory Process

Read more +18 August 2015 By MMI Editor in Advisory Process

Does robo-advice work?

Tech start-ups are hot. Within that, ‘fintech’ is hot. And within that, ‘robo-advice’ is a term that’s starting to be bandied around even in the Indian market. What do these terms mean and why are they relevant to anyone associated in the asset/wealth management industry? (By the way, I have combined the wealth and asset
Read more +03 July 2015 By MMI Editor in Advisory Process

Choose your value proposition

Unlike medicine where there is a clearly defined distinction between the general practitioner and various specialists, wealth management is a grey area the world over. While global regulators are increasingly separating brokers/distributors from advisers based on compensation source, wealth managers can still choose their own business model and area of focus based on their own
Read more +03 April 2013 By MMI Team in Advisory Process

Understanding risk profiling

  Paul Resnik of Finametrica explains the concept of risk profiling and the stability of the risk tolerance measure over time.

WM/Distribution > Business Issues

Read more +09 June 2015 By MMI Editor in Business Issues, Portfolio Construction

Fund managers need the right temperament

What kind of people make good fund managers? While everyone should be interested in this question, there is surprisingly little research on this topic. Dr Jack Gray talks to Hansi Mehrotra about his efforts and findings. While the general perception may be that investments is about numbers, investment professionals everywhere agree that money management is
Read more +15 April 2015 By MMI Team in Business Issues

Factors to consider in compliance monitoring program

Using a tick-the-box approach for monitoring of conflicts of interests will probably lead to regulatory issues and reputational disasters. Wealth firms will need to have code of conduct and conflict of interests programmes adjusted so as to be appropriate for their business model. Conflicts of interests are everywhere. Firms in financial services, especially in wealth
Read more +01 August 2014 By MMI Team in Business Issues, Wealth Planning

Family offices generating interest

The number of high net worth individuals in the Asia Pacific region has touched 4.3 million, equaling that to that in North America, according to the CapGemini World Wealth Report 2014. Yet the number of family offices in the region, numbering just over 100, ‘does not reflect the boom in regional wealth’ according to CampdenFB.

WM/Distribution > Wealth Planning

Read more +01 August 2014 By MMI Team in Business Issues, Wealth Planning

Family offices generating interest

The number of high net worth individuals in the Asia Pacific region has touched 4.3 million, equaling that to that in North America, according to the CapGemini World Wealth Report 2014. Yet the number of family offices in the region, numbering just over 100, ‘does not reflect the boom in regional wealth’ according to CampdenFB.
Read more +21 May 2014 By MMI Team in Wealth Planning

Empowering rural India

Inspired by the movie Swades, Ronnie and Zarina Screwvala founded the Swades Foundation that operates with the single-minded focus of empowering rural India. Screwvala believes, “India cannot rise to its true potential without a fundamental transformation in the lives of people in rural India”. “For over a year, we met other philanthropists, visited many villages
Read more +06 February 2014 By MMI Team in Wealth Planning

Customising trusts in India

Abhijit Joshi of AZB & Partners discusses the different trust structures in India, investing abroad, trustee firms and how the Indian Trust Act is different. 1. What are the most common forms of trusts that Indian promoters ask for, or that get set up generally? (1:52) 2. If a client wants to invest overseas, what

Communication > Behavioural Finance

Read more +30 September 2016 By Chicago Booth in Behavioural Finance

Consumer protection takes more than transparency

The principles of transparency and disclosure are visible everywhere from fast-food menus to financial regulation. But if lawmakers don’t consider the behavior of both markets and consumers, better information may not translate to smarter shoppers.
Read more +03 June 2016 By Chicago Booth in Behavioural Finance

Lost money? Re-invest!

Investors sometimes play a psychological trick on themselves when they lose money, research suggests—and that mental accounting trick may help improve their investment performance.
Read more +15 April 2016 By Chicago Booth in Behavioural Finance

How to motivate better

How do you know if you are selecting the right motivational strategies to convince your employees, peers, and even yourself to work smarter and harder?
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