Read more +07 January 2020 in Venture CapitalGlobal VC Summit Highlights
Cate Ambrose talks about EMPEA and its functions, primarily that it is a membership organisation of investors, PE investors, VC investors and institutional investors. She also talks about the focus areas of the organisation, Asia being one of the main areas for 2020. She goes on to talking about her interest in India as a
12 November 2019 in Private Equity
Discussing the early stage investing scene in India
Recent discussion amongst leading early stage VC investors on the Indian environment, including on ethics and corporate governance Speakers: Nishith Desai Founder, Nishith Desai Associates Harshita.Srivastava Leader, Nishith Desai Associates Priya Rajan Managing Director, Global Gateway, Silicon Valley Bank Sandeep Singhal Managing Director, Nexus Venture Partners Ritu Verma Founder & Managing Partner, Ankur Capital Ashish
Read more +15 July 2019 in Economy/MarketsData sovereignty in India
Vinit Goenka is an Author, Member-Governing Council-CRIS,Ministry of Railways; Fmr Member-IT Taskforce, Ministry of Shipping, Road Transport & Highways. Goenka is on of the co-authors of the book ‘Data Sovereignty-The Pursuit of Supremacy’ and in this video he talks about ‘Data Sovereignty’, why it is important and why there is an urgent need for data
Read more +21 March 2018 in Economy/MarketsThe drive towards a digital India
In this second part of a two-part series, Raoul Pal focuses on the growth of India’s digital infrastructure and the foreign direct investment that is driving this technological change. But is everyone going to be included in the revolution, or will rural regions remain marginalized? Change is happening and at a breakneck speed, but is
Read more +15 March 2018 in Economy/MarketsThe India story
In this first part of a two-part series on India, Raoul Pal examines whether India has the potential to become the best macro investment of the next 20 years. The country has a young and dynamic population, and a government that wants to tap into this demographic dividend with an ambitious plan to grow its
Read more +03 February 2019 in Portfolio ConstructionDo 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 in Portfolio ConstructionFund 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 in Portfolio ConstructionCan 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
Read more +23 May 2020 in EquitiesDoes ETF liquidity matter for investors?
The Indian asset and wealth management industry laments the lack of liquidity in ETFs, encouraging investors to buy passive funds instead. But what is liquidity and does it matter? In the past few days, two papers have been issued to answer this. The CFA Society India issued a report on ETFs generally with
Read more +30 October 2015 in Portfolio Construction, TraditionalRole 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 in TraditionalForget 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.
Read more +18 August 2015 in Advisory ProcessDoes 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 in Advisory ProcessChoose 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 in Advisory ProcessUnderstanding risk profiling
Paul Resnik of Finametrica explains the concept of risk profiling and the stability of the risk tolerance measure over time.
Read more +09 June 2015 in Business Issues, Portfolio ConstructionFund 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 in Business IssuesFactors 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 in Business Issues, Wealth PlanningFamily 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 +01 August 2014 in Business Issues, Wealth PlanningFamily 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 in Wealth PlanningEmpowering 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 in Wealth PlanningCustomising 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
Read more +30 September 2016 in Behavioural FinanceConsumer 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 in Behavioural FinanceLost 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 in Behavioural FinanceHow 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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