2021
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#4thIndFintech – Making Finance Faster, Stronger, Higher – Together?
- October 21, 2021
- Posted by: CFA Society India
- Category: BLOG, Events
No CommentsBengaluru: CFA Society India, in collaboration with CFA Institute, the Global Association of Investment Professionals, hosted its 4th India Fintech Conference 2021 during September 24, 2021 – September 25, 2021. The theme of this year’s conference... -
T-Shaped Teams: Organizing to Adopt AI and Big Data at Investment Firms
- October 21, 2021
- Posted by: CFA Society India
- Category: ExPress
Focusing on questions raised by the AI Pioneers in Investment Management report, this publication explains how cross-functional teams can help investment professionals and organizations develop investment processes that incorporate AI and big data. Read the... -
In Conversation with Ms. Ishita Verma
- October 21, 2021
- Posted by: CFA Society India
- Category: In Conversation With
New alternative funding routes are gaining prominence as founders look for start-up-friendly financial products, away from the traditional methods of equity dilution and debt covenants – financial products that can in some way be linked to their... -
In Conversation with Mr. Bhuvan Rustagi
- October 21, 2021
- Posted by: CFA Society India
- Category: In Conversation With
Peer-to-peer lending is a mechanism which connects individuals in need of credit with others willing to lend. The platforms purely acts as an intermediary or marketplace that connects borrowers and lenders. All P2P platforms come under the purview of RBI... -
In Conversation with Mr. Mohit Gang
- October 21, 2021
- Posted by: CFA Society India
- Category: In Conversation With
Investment Advisory and Portfolio Management, like all other financial services, have a huge potential to benefit from FinTech and Artificial Intelligence. As private wealth grows in India and other developing nations, application of technology in this area... -
Message from the Board – Getting Back on Track
- October 21, 2021
- Posted by: CFA Society India
- Category: Updates
As we thanked the passage of the year 2020 – the most tumultuous year for almost all of the living humankind in its global scale with no one going unscathed, and were looking forward to normalcy the heinous “second Wave” rose its head and not just... -
#6thIWMC 2021 – THE ALLOCATOR’S EDGE: Challenging the Conventional Wisdom of Portfolio Construction by Embracing Alternative Investments
- October 21, 2021
- Posted by: CFA Society India
- Category: BLOG, Events
Philip is writing a book titled – ‘Allocator’s edge’ lined up for the release in November 2021. In this session, he started by giving a context of how he got into writing this book in order to highlight his views on the topic. Phil is a part of... -
#6thIWMC – Panel Discussion on “Challenging the Conventional”
- October 21, 2021
- Posted by: CFA Society India
- Category: BLOG, Events
Despite the pandemic in the last one and a half years, there’s been a growth in all the categories of investors such as HNWI, mass affluent, or the retail investors. However, with the arrival of fintechs, wealthtechs, and the new customer segments... -
#IINc 2021: Sustainable Investing for Insurance Companies At a Time of Massive Change by Roger Urwin
- August 10, 2021
- Posted by: CFA Society India
- Category: BLOG, Events
Sustainability is a slow moving but unstoppable train and it has just started to pick up pace at the back of COVID-19, Climate change and Social Change. Insurance companies are huge players in financial markets and therefore recipients and impactors of... -
In Conversation with Ms. Alokita Jha, CFA
- July 24, 2021
- Posted by: CFA Society India
- Category: In Conversation With
CFA Society India had the pleasure of interviewing Alokita Jha, CFA for its current edition of member newsletter. Alokita has been recognised as inspiring women in the investment profession in India by the CFA Institute with her being among the early first...