Workshop Cum Practitioner’s Insight : Institutional Portfolio Management | Indore
- December 16, 2023
- 10:30 am - 01: 30 pm IST
- WOW Crest, Indore
The CFA Society India is delighted to extend an invitation to you for Workshop Cum Practitioner’s Insight : Institutional Portfolio Management featuring Khyati .
The session would endeavour to make the participants understand investment processes and decision making at domestic institutions, including drafting an Investment policy statement, asset allocation, asset liability management and entire fund management process. This would be done through experiential learning, where participants shall be solving a case study followed by practitioners insights on institutional fund management. The speaker would discuss her journey and skillsets aiding to successfully thriving in institutional fund management roles.
Learning outcomes
To understand investment processes of institutional investors
To gain practical understanding of the stakeholders in the portfolio, the liabilities, the investment time horizons, and the liquidity needs of different types of institutional investors;
Evaluating and mitigating various portfolio risks
Learning to create IPS and asset allocation for an institutional portfolio
Understanding skill sets for institutional portfolio management
Progression path in institutional portfolio management
Event Details:
Date: Saturday, 16th December 2023
Time: 10:30 a.m. to 1:30 p.m. (followed by lunch)
Venue: WOW Crest, Indore
Registration Fees:
CFA Society India Members: Free
CFA Charter Pending: 200 INR
CFA Program Candidates: 200 INR
Others: 500 INR (all-inclusive)
We look forward to your participation in this enlightening workshop.
Khyati Mehta
Khyati is a Fund manager at Tata AIG General Insurance Company, where she is responsible for managing Investment Trusts portfolio and Equity Dividend portfolio. She is also involved in undertaking Macro research and Fixed income credit analysis. Prior to this, she worked at Wipro Technologies, where she was instrumental in driving a team of Finance analytics professionals measuring, analysing and strategically planning for optimisation of costs and in driving strategic cost reduction initiatives. Khyati has been awarded Top 100 Women in Finance by AIWMI in 2019. She was adjudged “Investment Champion” in 2020 and 2023 at Tata AIG and has been nominated to be a part of the First Bloomberg Women’s Buy Side Network in India, based on her thought leadership and contributions to society at large. Khyati has also been an active volunteer of the CFA Society India since 2017 and champions the cause of diversity as a volunteer. She leads the Femtor initiative – a special initiative for mentorship for Women charterholders. She is a Chartered accountant and a CFA Charter holder.
Khyati Mehta
Khyati is a Fund manager at Tata AIG General Insurance Company, where she is responsible for managing Investment Trusts portfolio and Equity Dividend portfolio. She is also involved in undertaking Macro research and Fixed income credit analysis. Prior to this, she worked at Wipro Technologies, where she was instrumental in driving a team of Finance analytics professionals measuring, analysing and strategically planning for optimisation of costs and in driving strategic cost reduction initiatives. Khyati has been awarded Top 100 Women in Finance by AIWMI in 2019. She was adjudged “Investment Champion” in 2020 and 2023 at Tata AIG and has been nominated to be a part of the First Bloomberg Women’s Buy Side Network in India, based on her thought leadership and contributions to society at large. Khyati has also been an active volunteer of the CFA Society India since 2017 and champions the cause of diversity as a volunteer. She leads the Femtor initiative – a special initiative for mentorship for Women charterholders. She is a Chartered accountant and a CFA Charter holder.
2 PLCFA Institute members can claim PL credit by providing their CFA Institute ID number when registering. |
 Global Passport Accredited Programme Allows members of participating CFA societies to attend each other's society events at the local member price |