Wealth Forum

Business Perspectives

5 traits of a good equity product

Himanshu Pandya, FT, shares five key traits that underpin long term success of any mutual fund product. In a discussion around products that are relevant to Indian markets and Indian investors, he shares rich insights into what works and doesn’t work in Cap Pr...

Timing or auto-timing: what’s a better solution?

Pesi Dastoor makes two important points: (1) If market timing continues to mean a lot to your investors, why not offer them auto-timing solutions – from the good old balanced funds to the more evolved valuations based auto-timing funds, and (2) When considering equity, why do we only consider home c...

What will it take to deliver fund performance into investor portfolios?

In the inaugural business perspectives piece within Equity Insights, Harshendu Bindal addresses one of the biggest challenges that we as an industry face : how to deliver into investor portfolios the fantastic long term returns that our equity funds boast of

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Advisor Perspectives

Profit booking is a vital part of HNI equity advisory

Lallit Tripathi believes that a clear understanding of the HNI investor psyche is very important for an advisor to deliver a good investment experience, and proceeds to list 4 typical characteristics that are common to most high net worth investors.

Champion IFA shares 6 step process to crack the toughest client segment

Vista Wealth, one of the largest and rapidly growing retail distribution businesses in North India, is also a great incubator of practice management and client engagement ideas and processes in the retail space. We therefore turned to Ashish and Manish to shar...

I talk from experience, not merely from hope

Helping investors ride out volatile times like these, especially when they have not yet made money in equity funds, is a big challenge. A K Narayan, one of Chennai’s leading advisors and President of IFA Galaxy says that what helps him help his clients is that...

Think of equity as your 3rd child

Mukesh Dedhia’s firm Ghalla Bhansali offers a unique equity experience to its investors – one that encourages clients to get fully engaged in the equity investing experience. He advocates long term goal based SIPs and at the same time willingly discusses marke...

Premature redemptions are directly linked to how funds are sold

FinEdge serves over 30,000 clients spread over 200 cities across India, through a phone and web based financial planning proposition. How can such a proposition “hold a client’s hand” in volatile times like these, to help them stay on track?

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Fund Manager Perspectives

Want to pick a multi-bagger? Here’s how

What does it take to pick a multi-bagger? Is it plain luck or is there a method to this? Anand Radhakrishnan, FT, tells us what it really takes to pick a multibagger.

Ace fund manager shares insights on picking midcap winners

Anand Radhakrishnan, FT, shares rich insights on how to navigate through the mid and small caps spaces – territories that are filled with landmines, but which can be very rewarding for those who know how to navigate through them to pick the real winners from t...

Will computers replace humans in equity fund management?

Will large cap investing be codified into smart beta products, thus eliminating the need for human fund managers? How will active managers compete against beta and smart beta products in the information rich large caps world? Anand Radhakrishnan draws insights...

A winning alpha strategy in the large cap world

In the inaugural edition of Fund Manager Perspectives, Anand Radhakrishnan delves into the world of large caps – a space where alpha generation is getting increasingly challenging – to give us insights into how he and his team maintain their winning ways of al...

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Investor Perspectives

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Global Perspectives

Emerging Markets: Mapping the Opportunities

In the latest edition of “Global Macro Shifts,” the Templeton Global Macro team provides an in-depth evaluation of emerging markets that reminds us how each country handles its political and economic challenges will ulti...

Emerging Markets Q2 2016 Recap: Brexit Could Offer Silver Lining for Some

Templeton Emerging Markets Group has a wide investment universe to cover—tens of thousands of companies in markets on nearly every continent! While we are bottom-up investors, we also take into account big-picture contex...

Global Equity Markets Round Up - April 16

Get a quick 10 minute briefing on market movements and key drivers across the world with our monthly equity market round up

Global equity markets round up - March 2016

Get a quick wrap up of global market movements and drivers from this monthly wrap up

Global equity market wrap - February 2016

Get a quick round-up of global equity markets in this concise monthly market wrap.

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