Researching like a pro
05 January, 2022
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
- Published in Asset Management
Career insight from large & multi-cap investing
05 January, 2022
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
- Published in Asset Management
Career insight from mid-cap investing
05 January, 2022
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
- Published in Asset Management
Career in private equity
05 January, 2022
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
- Published in Asset Management
Career in passive investing
05 January, 2022
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
- Published in Asset Management
Career in risk management
05 January, 2022
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
- Published in Asset Management
Careers in PMS
05 January, 2022
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
- Published in Asset Management, Wealth Management
Career in quantitative investing
05 January, 2022
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.
- Published in Asset Management
Career in fixed income
05 January, 2022
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
- Published in Asset Management
Career in debt capital markets
05 January, 2022
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
- Published in Asset Management
Career in Asset Management (Mutual Funds)
06 October, 2020
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
- Published in 5_Careers, Asset Management
Career in finance industry
06 June, 2020
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
06 June, 2020
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
05 June, 2020
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
- Published in 5_Careers, Asset Management
Career in Equity Research
05 June, 2020
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
- Published in 5_Careers, Asset Management
Career in Private Wealth
05 June, 2020
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
- Published in 5_Careers, Wealth Management
Career in Credit Research
05 June, 2020
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
- Published in 5_Careers, Asset Management
Career in Private Equity
05 June, 2020
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
- Published in 5_Careers, Asset Management