Raghunadh Dasari’s Post

Things to check in NFO: NFOs are brand-new mutual funds. So there is no track record or history you can check before investing. This makes it difficult to invest in NFOs. One interesting way to judge NFOs is to look at the fund manager who will manage the NFO after the launch. What is the fund manager’s track record like? How are his/her other mutual funds doing? This can give an indication but is not a sure-shot way of knowing if an NFO will do well. Investors should also carefully read the NFOs SID (Scheme Information Document) to understand how the NFO will invest. At the same time, keep in mind that investing in NFOs is not mandatory. You can always invest in mutual funds with a track record that are easier to judge.

To look at the details of how fund administration is changing, we interviewed Abdel Latif Hmitti, CFA, our new managing director and global head of funds at VISTRA. Read more: https://lnkd.in/evPtPYeh #vistra #privateequity #fundadministration

Alexforbes breaks ground in R500 billion DFM market with Investment Solutions launch. Alexforbes has announced its entrance into the R500-billion discretionary fund management (DFM) market with the launch of Investment Solutions by Alexforbes. Get insight on the group’s strategic objective in the full article: https://buff.ly/4daF2YU #Alexforbes #DFM #discretionaryfundmanagement #IFAs #independentfinancialadvisers #InvestmentSolutionsbyAlexforbes #moonstoneupdate #moonstoneinfo #industrynews

Malta Financial Services Authority (MFSA) launched a new framework for Notified Professional Investor Funds (NPIFs). Following two separate public consultation exercises, MFSA launched this framework to provide additional fund structure in Malta, this also complements other existing fund frameworks as well as improves the onboarding process. #NPIFs #fundframeworks #collectiveinvestmentscheme #investors #MFSA #GrantThornton #Malta #Gozo

5 myths about mutual funds SIP: 1. SIPs are only for long term investors: SIPs support both short- and long-term financial objectives, even though they are best suited for long-term asset growth. Investors have the freedom to customize their SIP tenures to their specific goals, whether they short, medium, or long term, which helps them reach their financial objectives. 2. Large amount is required to invest: You can start your SIP with minimum amount of Rs 500 per month. It's about consistency and not the amount. 3. SIP is only for equity funds: This is untrue since many investors find that choosing the SIP path makes sense, especially for non-equity funds where there is less concern of volatility. It instills in you a disciplined approach to investing and conserving money, as well as helps you avoid wasting money on pointless materialistic items. 4. Do not invest in SIP when market is on the bull run: SIP is a long-term process, and the market won't stay the same for a long time; it fluctuates or, in other terms, is volatile. In the long run, the recent market changes won't affect a high margin. 5. SIPs have longer lock-in periods: The lock-in period in mutual funds is the period during which you cannot redeem the units post-purchase. It means you have to stay invested in a mutual fund for this minimum period. It varies depending on the type of mutual fund you invest in. Since SIP is a method of investing and not a fund in itself, there is no lock-in period linked to an SIP. #mutualfunds #sip #investment #myth

PM of top-performing fund explains its systematic approach #pm-of-top-performing-fund-explains-its-systematic-approach

The private equity sector is experiencing major shifts, driven by new regulatory requirements and technological progress. Fund administration is adapting to tackle these challenges directly. Discover Vistra's perspectives on the changing dynamics and essential strategies for successful fund administration. https://lnkd.in/gnYd6tSk #PrivateEquity #FundAdministration #VISTRA #ProgressWithoutFriction

Alexforbes breaks ground in R500 billion DFM market with Investment Solutions launch. Alexforbes has announced its entrance into the R500-billion discretionary fund management (DFM) market with the launch of Investment Solutions by Alexforbes. Get insight on the group’s strategic objective in the full article: https://buff.ly/3Q8n6UT #Alexforbes #DFM #discretionaryfundmanagement #IFAs #independentfinancialadvisers #InvestmentSolutionsbyAlexforbes #moonstoneupdate #moonstoneinfo #industrynews

The global nature of the investment industry creates complex challenges for fund managers in navigating multi-jurisdictional landscapes and strategies. We look at industry challenges cross-domiciled funds are currently facing. https://lnkd.in/erHtNwvx Waystone #fundadministration #fundmanagement #privateequity

Nowadays, there are new mutual fund launches almost every day! Thanks to the bull market and increasing equity market participation, in the last year, there has been a significant increase in NFOs and this trend is expected to continue for sometime. Jiral Mehta Sr. Research Analyst at FundsIndia in her article in LiveMint analysis is it a good idea to invest in these NFOs or not? #mutualfunds #nfo #personalfinance #bullmarket https://lnkd.in/dv2abZJS