V Krishna Dassan’s Post

Mutual fund distributors will now have the opportunity to receive trail commissions from Asset Management Companies (AMCs) for assets transferred by an investor from one distributor to another. Check out the full story : https://lnkd.in/gaB397_g #mutualfund #MutualFundDistributors #amcs #TrailCommissions #arn #amfi #InvestorAssets #Transfer #MarketPractices #bizzbuzz

While mutual funds are a common investment choice in our neighboring country, where many people incorporate them into their monthly budgets, the same enthusiasm is not seen in Bangladesh. We still face challenges in helping the public understand the benefits of investing. There are several factors contributing to the underdevelopment of this industry. Our MD & CEO, S M Rashedul Hasan, from UCB Asset Management, shares insights on the state of the mutual fund industry in Bangladesh. Identifying these issues is just the first step; the real challenge lies in implementing reforms. The sooner we act, the better it will be for both the industry and the country’s economic growth.

Last week, the Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC) jointly adopted amendments to Form PF, the confidential reporting form for certain SEC-registered investment advisers to private funds. This is the second revision to Form PF in the last year. #SEC #CFTC #FormPF #investmentadvisers #privatefunds #regulatorychanges https://lnkd.in/es_i_iAq

For those not lucky enough to be on our distribution list here is the latest outlook piece for the CFAM multi asset fund range.

𝗤𝘂𝗮𝗻𝘁 𝗠𝘂𝘁𝘂𝗮𝗹 𝗙𝘂𝗻𝗱 𝗡𝗲𝗲𝗱𝘀 𝗨𝗽 𝘁𝗼 𝟮𝟴 𝗗𝗮𝘆𝘀 𝘁𝗼 𝗟𝗶𝗾𝘂𝗶𝗱𝗮𝘁𝗲 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 Quant Mutual Fund's stress test revealed it would take 28 days to liquidate 50% of its small-cap portfolio and 14 days for 25%. The mid-cap fund requires 9 days to liquidate 50% and 5 days for 25%. Currently under SEBI investigation for alleged front-running, the fund house faces scrutiny, yet industry experts suggest this is unlikely to impact mutual fund investors' security or fund performance. #finance #news #QuantMutualFund #Investment #SEBI Source:- https://lnkd.in/d4vUzFXd

Quest® discount cash flow (DCF) analysis has been used in Liontrust Asset Management’s study of UK equities intrinsic value. Contact quest@cgf.com https://lnkd.in/gwEdZUe7

Recently, SEBI asked small and mid-cap mutual funds to do a "stress test" – basically, a practice drill to see if they can handle a worst-case scenario. The anticipation of these stress test results has made some investors nervous, which led them to sell their shares beforehand. But why did SEBI ask small and mid-cap funds to do stress tests? What exactly is a mutual fund stress test? You should check out our blog if you are curious to know more about the stress test and its impact on your investments. Link - https://lnkd.in/gHYb6VCk In our blog, you can also find the link to the Google Sheet where we have shared the stress test data of all the small and midcap mutual funds. #mutualfunds #investing #personalfinance

CIFC Asset Management senior portfolio manager Jason Horowitz will speak at next week's Fixed Income Market Focus event in London in a session titled 'CIFC Multi Strategy Credit - The value of investing dynamically across the sub-investment grade credit asset class'. This session will enable investors to gain exposure to specialist asset classes such as CLO structured credit, senior loans and opportunistic credit within a UCITS Structure. Secure your place today to gain insights from Jason and a variety of other fixed income fund managers: https://lnkd.in/eMmRdbVA #bonds #funds #fundmanagement #investors #financialservices #investmentmanagement #investmentweekevents #investmentweek

The new Swiss L-Qif is a competitive tool for new and cost-sensitive fund managers who need to get to market quickly. You must use a FINMA-supervised fund management company to ensure investor protection and service quality. The most apparent advantage is time-to-market, which is expected to be significantly faster than when compared to fully licensed funds and possibly cheaper.

# IFSCA Update # Maintenance of Net Worth by Fund Management Entity in IFSCs