Asset Servicing Times’ Post

I'm excited to share my first mutual fund analysis report! Through this project, I learned a lot about the mutual fund industry, different types of mutual funds, risk and return measures, and how to analyze a mutual fund thoroughly. A big thank you to Parth Verma and The Valuation School team for their guidance and support throughout this journey. I look forward to your feedback and hope this report helps others understand mutual funds better. Disclaimer: This is an educational assignment/project and not a recommendation to buy or sell. The Author is not SEBI Registered investment advisor. Please conduct your own research and due diligence before making any financial decisions. #finance #stockmarket #mutualfund

Can active bond managers still outperform? YES 💡👍 The expertise of active managers is crucial for navigating market swings and driving #returns and exploiting inefficiencies. Great read by Institutional Investor - https://bit.ly/4dAAaLT Ring the bell 🔔 comment 💡 / like 😎 /share ✈️ #ActiveAssetManagement

One of the most important aspects of wealth management is making well-informed financial choices, especially in terms of investments. With many investment avenues that have splurged up recently, understanding the risks and benefits of these avenues is essential. During the course of this webinar, Rohit Sarin, co-founder of Pioneer Client Associates, takes us through their journey of building a firm that manages ~₹50,000 crores for its clients. We also examine how diversifying across various asset classes and geographies can help navigate market volatility and optimise wealth for investors. Watch the webinar using the link below where Rohit Sarin in discussion with our Co-Founder, Pramod Gubbi, CFA & our Head of Global Equities, Arindam Mandal takes us through and decodes many aspects of wealth management. https://lnkd.in/eUENZfPm

I'm excited to share my first mutual fund analysis report! Through this project, I learned a lot about the mutual fund industry, different types of mutual funds, risk and return measures, and how to analyze a mutual fund thoroughly. A big thank you to Parth Verma and The Valuation School team for their guidance and support throughout this journey. I look forward to your feedback and hope this report helps others understand mutual funds better. Disclaimer: This is an educational assignment/project and not a recommendation to buy or sell. The Author is not a SEBI-registered investment advisor. Please conduct your own research and due diligence before making any financial decisions. #stockmarket #finance #mutualfund

I'm excited to share my first mutual fund analysis report! Through this project, I learned a lot about the mutual fund industry, different types of mutual funds, risk and return measures, and how to analyze a mutual fund thoroughly. A big thank you to Parth Verma and The Valuation School team for their guidance and support throughout this journey. I look forward to your feedback and hope this report helps others understand mutual funds better. Disclamer : This is an educational assingnment/project and not a recommendation to buy or sell. The Author is not SEBI Registered investment advisor. Please conduct your own research and due diligence before making any financial decisions. #finance #stockmarket #mutualfund

Morningstar downgrades six BlackRock funds over triple manager departure. Morningstar has downgraded six of BlackRock’s global fixed income funds from ‘Silver’ to ‘Neutral’ following the exits ➡ of fund managers Michael Krautzberger, Tom Mondelaers, Chris Allen from the Fundamental Euro fixed income team. Check out Sorin-Andrei Dojan's latest article👇 https://incm.pub/3XGFngP #investing #assetmanagement #wealthmanagement #finance

Want to Choose the Right Mutual Fund? When it comes to mutual fund investments, choosing the right fund can be crucial for long-term success. Here’s a quick guide on what to consider: 1️⃣ Historical Performance: Always review the fund's past returns over various timeframes. While past performance is no guarantee of future results, it provides insights into how the fund has navigated different market conditions. 2️⃣ Fund Manager Expertise: A skilled fund manager with a proven track record can significantly impact your returns. Assess their experience and how they've managed funds through diverse market cycles. 3️⃣ Risk-Adjusted Returns: Returns are important, but understanding the risk taken to achieve them is even more critical. Focus on funds that have a better risk-return balance. 4️⃣ Expense Ratio: A lower expense ratio means more of your money stays invested. Compare the costs with peer funds to maximize your investment potential. 5️⃣ Consistency: Look for funds that have consistently performed well over time. A fund with consistent returns, rather than sporadic highs and lows, is a more reliable choice. 🔍 Informed decisions lead to better returns! 💬 Connect with us for personalized mutual fund recommendations! 📞 Call: +91 76960 92836 📧 Email: bansalraj2k@gmail.com #MutualFunds #InvestmentTips #WealthManagement #Finance #RBWealthWisdom #InvestmentStrategy #FinancialPlanning #InvestSmart

I'm excited to share my first mutual fund analysis report! Through this project, I learned a lot about the mutual fund industry, different types of mutual funds, risk and return measures, and how to analyze a mutual fund thoroughly. A big thank you to Parth Verma and The Valuation School team for their guidance and support throughout this journey. I look forward to your feedback and hope this report helps others understand mutual funds better. Disclamer : This is an educational assingnment/project and not a recommendation to buy or sell. The Author is not SEBI Registered investment advisor. Please conduct your own research and due diligence before making any financial decisions. #finance #stockmarket #mutualfund

🗣️ "If they do happen to have concentrated ownership, it is important to understand the type of clients/decision makers" How do fund buyers avoid being the ones left 'holding the bag'? A recent spate of closures cited the main rationale behind the move being that a significant investor has redeemed their assets, making their strategy unworkable. With that in mind, I spoke to Neil Clare, CFA, senior analyst at BNP Paribas Asset Management, what steps he takes to ensure he isn't the one left with a big ticket in a quickly emptying strategy, as well as understanding how historical lessons such as Somerset Capital play into current thinking. ➡️ https://lnkd.in/eisXKSd7