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Category archive

Start researching mutual funds with AMC dossiers

30 August, 2022 by MMI Team
Start researching mutual funds with AMC dossiers Some believe selecting mutual funds is easy. Just look at the short and long-term ‘track record’, perhaps relative to the relevant index and peers. Others use ‘risk-adjusted performance’ instead, which in practical terms means using a ratio like Sharpe Ratio, Information Ratio or Sortino Ratio. The sophisticated add
  • Published in Advisory Process, Featured

50 shades of value investing in India

15 July, 2022 by MMI Team
While everyone agrees that value investing is buying a stock for less than its intrinsic value, this is easier said than done. There is no one way to calculate intrinsic value. Over time Warren Buffet’s definition of value has changed from the ‘cigar butt’ approach that his mentor Ben Graham espoused to a more broader
  • Published in Portfolio Construction, Equities, Featured
tracking error of indian equity funds

How active and skilled are Indian equity funds?

22 June, 2022 by MMI Team, Devasri Davey, Charles Mathew, Amit Soni, Revant Sharma, Rahul Sharma
While retail investors and advisers track various performance-based quantitative parameters such as excess returns and Sharpe ratio on mutual fund fact sheets, the professional investment consulting industry uses more advanced measures such as tracking error and information ratio to evaluate active funds. We calculated and analysed these measures for the Indian equity fund universe with
  • Published in Equities, Featured, Portfolio Construction
Tagged under: closet indexer, fund research, information ratio, tracking error
mutual fund star ratings

Do mutual fund ratings work?

16 February, 2022 by MMI Team
Investors and advisers often use ‘star ratings’ to select the ‘best mutual funds’. They assume that the mutual fund ratings, whether denoted by stars or numbers (1 to 5) or alphabets (A, B etc) or metals (gold, silver etc), would be helpful in their selection of funds that will outperform in the future. We have
  • Published in Portfolio Construction, Advisory Process, Featured
Tagged under: fund research

P2P lending in India

21 January, 2022 by MMI Team
Peer-to-peer lending is a small sub-segment of the fast growing lending segment within fintech. It allows investors to lend to a diversified portfolio of small borrowers through digital platforms, thereby cutting out the traditional middlemen (like banks and non-banking financial companies) and earning a higher return. We look at the p2p lending landscape in India.
  • Published in Debt, Featured
pms vs mutual funds - which is better

Are PMS better than mutual funds?

20 January, 2022 by MMI Team
With increasing flows into portfolio management services (PMS), we hear PMS providers claiming that they outperform mutual funds as a category. We decided to take a high level look at the performance. While the median PMS performance is not too different from that of mutual funds, the dispersion of returns is higher. We suggest investors
  • Published in Featured, Equities

Wealthtech in India

12 January, 2022 by MMI Team
Wealthtech, also sometimes referred to as Investtech or robo-advisory, is still nascent in India. We take a look at some players.
  • Published in Business Issues, Featured

the private wealth issue

10 December, 2021 by MMI Editor
Private wealth….the wealth of private clients. The term ‘private client’ implies there is something private about them. The term has become synonymous with ‘high net worth’ investors. They are different from ‘individual or retail investors’ who may need help with making financial decisions. They are also different from institutional investors, which are sophisticated but may
  • Published in Business Issues, WM firm profiles, Featured

Connected strategy for wealth management

11 November, 2021 by MMI Team
A recent whitepaper by Alexis Calla, Sandeep Mukherjee, Nicolaj Siggelkow and Christian Terwiesch asserts that the Asian wealth management industry is currently largely analog, disconnected and lacks scale, relying on people for most aspects of the customer journey. The paper adapts the framework from a book ‘Connected Strategy‘ by two of the authors who are
  • Published in Advisory Process, Business Issues, Featured

Asset management industry profits

11 November, 2021 by MMI Team
The Indian asset management industry assets under management have crossed INR50 trillion (~$370+ bn). Revenues average about 53 basis points. With costs of around 13 basis points, the profits have improved to around 40 basis points. Profits add up to INR 6,859 crores (~$920m) according to an article in the Business Standard, quoting Value Research
  • Published in Business Issues, Featured

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