Researching like a pro

This summary focuses on the behavioral and psychological aspects that tend to repeat themselves in the markets.   CFA Jason A. Voss is a senior consultant at Focus Consulting Group, a firm advising active investment managers on how to improve their cultures and performance. He gave his insights on how creativity and presence of mind could

Career insight from large & multi-cap investing

Large and multi-cap equities often constitute a considerable proportion of the investor portfolio. Portfolio managers employ concepts and specific methodologies to execute their large and multi-cap mandates, from ideation to portfolio building, management, and attribution. Current trends in growth investing using a method that incorporates both fundamental and technical variables.  Alok Agarwal, a senior fund

Career insight from mid-cap investing

In a CFA webinar, the CIO at Equities Edelweiss Asset Management, Harshad Patwardhan, explains his learnings over the past decade while selecting mid-caps stocks and misconceptions attached to it.  Myths regarding mid-cap investing  1.  Midcap signifies inferior quality – don’t equate (compare) small or mid cap with top quality of large cap stock. He says

Career in private equity

This summary focuses on the basics of private equity and introduces you to the different careers available for private equity (PE).  CFA Namit Arora managing partner at IndGrowth Capital took a detailed look at the subject. He has provided students insight into the industry and helped them understand different aspects of the private equity ecosystem

Career in passive investing

This summary helps to understand the passive investing landscape in India, the opportunities it offers, role and responsibilities of a fund manager and how to make a successful career in this space.  This topic was covered by Anil Ghelani,CFA, head of Passive Investments and Products, DSP investment managers and Vice chair CFA society, India.   Passive

Career in risk management

This paper is about the basics of risk management and an introduction to different careers that are available for risk management. It talks about the landscape of risk management in India.   CA CFA Raghuvir Mukherjee, looked at risk management as he is a head of risk management in IIFL Wealth & Asset management and has

Careers in PMS

This paper is about the world of portfolio management services (PMS) and an insight about how different PMS organizations operate in the market. This webinar has looked at the portfolio management landscape in India and the working of a portfolio manager.   Prateek Agarwal has conducted this webinar to discuss about different concepts, different scenarios of

Career in quantitative investing

Quantitative investing, also known as systematic investing, is a type of investment strategy that employs advanced mathematical modelling, computer systems, and data analysis to determine the best chance of executing a profitable trade.  Quantitative analysts, also known as ‘quants’, use a variety of data to create algorithms and computer models using mathematical and statistical methods.

Career in fixed income

The spilt of assets under management (AUM) of the debt-oriented mutual funds is 55% institutional investors and 45% by individual investors. While equity-oriented funds are dominated by the retail/high net worth (HNI) investors by 87%, the liquid/money-market is dominated by institutional investors which use funds as cash management tools.   Skills required for fixed income funds

Career in debt capital markets

In the future decade, India’s debt capital market is expected to expand rapidly. It is anticipated to be as large as, if not larger than, the country’s stock exchange. The debt market in India currently accounts for around 67% of GDP, with government bonds accounting for the majority of the pie. However, the corporate bond

Career in Asset Management (Mutual Funds)

What is Asset Management? Asset management is investing a pool of  investments into different assets like securities, stocks, bonds, real estate managed by a manager who is compensated by fees or certain percentage of assets of investors or commissions as they do market analysis and create a portfolio of investment for their clients. Link to

Career in finance industry

So you want to work in finance? Finance is a pretty wide industry with a range of possible careers. You will need to narrow done much further. You could choose from the following – Investments – the asset and wealth management sectors are called the ‘buy side’, within asset management, the stock and bond markets

Career in Investment Banking

Investment banking is the process of raising capital for businesses through public floatation and private placement of securities. The investment banking industry plays an important intermediation function in all market economies. Investment banking in India is a relatively new phenomenon exhibiting low level of competition. Most of the capabilities of an ideal investment banker are

Career in Venture Capital

What is venture capital? “Venture capital is a kind of private equity financing that is provided by venture capital firms or funds to start-ups, early-stage, and emerging companies that have been deemed to have high growth potential or which have demonstrated high growth.”  This is a “getting slowly rich” kind of a job wherein advancing

Career in Equity Research

What is equity research? Sell-side equity research ranges from analyzing company’s fundamentals, gathering data from sources like; financial reports, industry events, earnings calls, interpreting data from market news etc., to making financial models and valuations. All this leads to a research report wherein a recommendation is given by the analyst about the stock of the

Career in Private Wealth

What is private wealth management? Private wealth management is an investment advisory practice that incorporates financial planning, portfolio management, and other aggregated financial services for individuals, as opposed to corporations, trusts, funds, or other institutional investors. From the client’s perspective, private wealth management is the practice of solving or enhancing their financial situation and achieving

Career in Credit Research

There are two divisions of financial analysis. The main difference between them lies in the securities being valued. Equity research deals with analyzing publicly listed stocks on the stock exchange. On the other hand, credit research refers to evaluating the debt portion of a firm. The main objective of both the types of research is to value a

Career in Private Equity

What is private equity? 1 Private equity refers to the investment made in unlisted securities by a fund, formed by pooling money from accredited investors. Private equity fund can also invest in publicly listed company in order to get it delisted. Private equity consists of various kinds of deals namely – leverage buyouts (LBO), venture