Remove Asset Allocation Remove Consulting Remove Valuation
article thumbnail

Top 10 Multicap Mutual Funds to Invest in India – Are They in Your Portfolio?

Trade Brains

Parag Parikh Flexi Cap Fund AUM : ₹1,00,000+ crore 1-Year Return : ~36% Expense Ratio : ~0.80% (Direct Plan) Why it stands out : This fund has achieved a significant milestone by surpassing ₹1 lakh crore in Assets Under Management (AUM), making it the largest flexi cap fund in India. How to Choose the Right Multicap Fund?

article thumbnail

CIO Perspectives Webinar, 2022 Asset Allocation Outlook

Brown Advisory

CIO Perspectives Webinar, 2022 Asset Allocation Outlook mhannan Fri, 03/18/2022 - 06:42 Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. The war in Ukraine is causing even more uncertainty. Rodrigo is now available. All investments involve risk.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

CIO Perspectives Webinar, 2022 Asset Allocation Outlook

Brown Advisory

CIO Perspectives Webinar, 2022 Asset Allocation Outlook. Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. CIO Perspectives Webinar, 2022 Asset Allocation Outlook . Fri, 03/18/2022 - 06:42. Download transcript. Watch the Video.

article thumbnail

Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

The Big Picture

We learned everything, you know, across from accounting to auditing to, to tax and valuation. I ended up in what was called the valuation services group, where we valued real estate and businesses either for transactions or for m and a activity. You know, in those days these companies hired, you know, crops of undergrads.

article thumbnail

Equity markets at a crossroads – What is the way forward?

Truemind Capital

However, we can think of three possible scenarios ahead: Irrespective of what scenario will pan out, equity valuations inevitably have to adjust according to the principle of mean reversion. This strategy based on possibilities is called tactical asset allocation which always leads to higher portfolio returns at a given level of risk.

article thumbnail

How to prepare your portfolio for the uncertain future?

Truemind Capital

Smart investors are very careful about market valuations (prices) and investor behaviour. The chart below illustrates that the smart money enters when valuations are low and the majority of the investors aren’t looking at that asset class or security.

article thumbnail

Three Qualities of a Successful Investment Adviser

Truemind Capital

It requires not just sophisticated skill-set for asset allocation calls (across asset classes, sub-categories, and schemes), the temperament to keep emotions under check but also an ability to quickly understand the impact of the latest market developments (global and domestic) on various asset classes in a rapidly-changing world.