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PORTFOLIO MANAGEMENT
Yubi Asset Management steps into India’s growing alternative investment market with a debt-focussed PMS offering - Yubi PoleStarYubi, an AI-powered credit operating system, announced the expansion of its business suite into the Asset Management business with Yubi Pol...
India overtakes Hong Kong to become Asia’s fourth-largest REIT marketIndia's REIT market value grew significantly, surpassing Hong Kong for the first time. New listings and expanded portfolios substantially i...
Built wealth by taking risks? Managing it requires a new mindsetPeople generally get rich because of concentration, relentless pursuit of one thing, and the confidence to go all-in when most others would...
Stock-picking vs funds: Why professional management can be better for retail investorsThe internet and AI have made financial information more accessible than ever. However, access to information is not the same as acting upo...
$1.5 trillion wealth transfer is coming. How India’s next-gen HNIs are rebuilding family portfoliosNext-generation HNIs are reshaping family portfolios with greater diversification, formal asset allocation and global exposure. Motilal Osw...
Have multiple mutual funds? Know how to measure portfolio overlap and when it can be badCutting through money jargon, one topic at a time. This week Abhinav Kaulexplains what portfolio overlap is, why it quietly builds up in yo...
India Inc, individuals could soon get to settle fund diversion casesIndia's Securities and Exchange Board of India (Sebi) is considering a novel approach to address fund siphoning cases. Offenders would retu...
ET Alpha Wealth Summit 2.0: Can SIFs become the bridge between mutual funds & alternative investments?SIFs are emerging as a new investment category for investors seeking sophisticated strategies within a regulated fund structure. At ET Alph...
Godrej Wealth to enter mutual fund business next year, targets Rs 1 lakh crore AUM by 2031Godrej Wealth plans to enter the asset management business next year. The company is filing for a mutual fund license and expects entry in ...
India’s wealth market seen growing to $436 billion by 2034; small, micro-caps in focus: Emkay WealthIndia’s wealth-management market could grow 2.5 times to $436 billion by 2034, driven by rising incomes, financialisation of savings and wi...
Want Rs 1 crore for your child’s education in 18 years? See how a Rs 20,000 monthly SIP can helpWant to build a Rs 1 crore corpus for your child’s higher education in 18 years? An investor with a moderate-to-high risk appetite can achi...
Quote of the day by Edward Thorp: "I think that we only get estimates of the distributions and that we can only be somewhat sure of the estimates. That makes the problems in the financial world much more difficult, I think, because you have these uncertainties in the distributions."Edward Thorp emphasizes that financial markets rely on uncertain probability estimates rather than certainties. Since models struggle with ...
AI, algorithms and human judgement: The future of portfolio managementAI is moving beyond technology and reshaping how investors analyse markets, manage risk and construct portfolios. As algorithms become incr...
AU Small Finance Bank vehicle loan portfolio crosses Rs 50,000-crore markAchieving a remarkable milestone, AU Small Finance Bank's vehicle loan portfolio exceeded Rs 50,000 crore in assets under management by Aug...
Quant Mid Cap Fund exits ICICI Bank, 2 others and adds 5 stocks in AugustQuant Mid Cap Fund exited ICICI Bank, Ambuja Cements and L&T Technology Services in August, while adding six stocks including IDBI Bank, Co...
Wealth Management in India: 7 trends reshaping how wealthy Indians investIndia’s affluent investors are moving beyond traditional savings towards diversified portfolios, alternative assets, professional advice, a...
Smart beta funds: Key benefits, risks and investment strategySmart beta funds represent a hybrid approach, merging the advantages of passive and active investing to enhance returns. Implementing speci...
Motilal Oswal deploys Zoho platform across 10,000 users and 15 business verticalsMotilal Oswal Financial Services has deployed Zoho's unified enterprise platform across its operations. This initiative aims to unify custo...
Anthropic targets financial advisers with new Claude toolThe product, called Claude for Financial Advisors, is designed to help financial services firms prepare for client meetings, review portf...
Quote of the day by Chris Browne: "People make changes in their lives and their portfolios because they are confident they are making a change for the better. Without that confidence, they would merely sit still."Chris Browne’s investment philosophy highlights confidence as a driver of portfolio decisions. Investors may change allocations when they b...