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...

  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...

  Rajni: Quantum AMC is one of the early movers to set up fund in ESG space in India, please share your perspective for coming up with the idea. Chirag: At Quantum group, we began to adopt a “Governance” factor in our investment decisions in 1996 – so...

  “Currently, it’s exciting to see the climate conversation more mainstream than it’s ever been”, remarks Dr. Barbara Buchner, Global MD of Climate Policy Initiative (CPI) and our guest for Mar’21 ESG theme newsletter. After all, hours after being...

  Environmental, Social and Governance (ESG) factors are becoming an important part of investment thesis. The world is already dealing with climate change and the recent pandemic has increased awareness for social issues further supporting the case for ESG...

  ESG investment in listed companies is still a new concept for retail investors and family offices. Funds like E-cube are providing an investment avenue to investors for ESG participation. For this section, our guest is Mr. Chandru Badrinarayanan, Managing...

  ESG has been gaining prominence worldwide, as funds incorporate Environmental, Social and Governance (ESG) themes into their mandate and focus on companies that fall in the purview of socially responsible investments/ESG sectors. To get a deeper insight...

  Industry Expert- Shravan Kumar Sreenivasula, CFA (Director, Avendus Wealth Management) Interviewed By- Jyoti Soni, CFA (Member, Public Awareness Committee, CFA Society India)   CFA Society India is pleased to feature a very dynamic and seasoned wealth...

  Industry Expert- Meera Siva, CFA (Director, CFA Society India) Interviewed By- Monika Duggal, CFA (Member, Public Awareness Committee- CFA Society India)     At CFA Society India, we are truly delighted to have a second woman Director on board,...

  Industry Expert- Rishi Aswani, CFA (Managing Director, Duff & Phelps) Interviewed By- Parvez Abbas, CFA (Member, Public Awareness Committee- CFA Society India)     Alternative Investments have gained traction over the past decade. They are...