Newsletter March 2021
MESSAGE FROM THE BOARD
The Journey – From Unknown Unknowns to Unknown Knowns
SOCIETY UPDATE
By Biharilal Deora, CFA
The financial year 2021 turned out to be one of the most eventful years in the recent history for society and all of us individually…
COVER STORY 1
ESG – The Next Big Investment Theme in India
ESG
By Labanya Prakash Jena, CFA
Sustainable investing has come a long way – from earlier ethics-based to currently achieving a more conventional…
COVER STORY 2
Independent Directors – I Saw the Loch-Ness Monster!!
ESG
By Prashant Shah, CFA
Nowadays if one were to evaluate the composition of the Board of Directors of any listed company, the first thing we would look…
INDUSTRY SPEAK
In-Conversation with Mr. Ruchit Mehta, CFA
ESG
Interviewed by Parvez Abbas, CFA
Environmental, Social and Governance (ESG) factors are becoming an…
In-Conversation with Dr. Barbara Buchner
Climate Policy
Interviewed by Shivani Chopra, CFA
“Currently, it’s exciting to see the climate conversation more mainstream than it’s ever”…
In-Conversation with Mr. Chirag Mehta
ESG
Interviewed by Rajni Dhameja, CFA
At Quantum group, we began to adopt a “Governance” factor in our…
In-Conversation with Ms. Shami Nissan
ESG
Interviewed by Srividhya Venkatesan, CFA
ESG has been gaining prominence worldwide, as funds incorporate…
In-Conversation with Mr. Chandru Badrinarayanan
ESG
Interviewed by Jyoti Soni, CFA
ESG investment in listed companies is still a new concept for retail investors…
ESG IN PRACTICE
BOOK REVIEWS
EXPRESS
“The Art and Science of Value Investing – Something of Value”, A Memo by Howard Marks
Equity
By Anil Ghelani, CFA
I had the privilege of meeting Howard Marks in person and hearing his views at an event hosted by CFA Society India in Mumbai during early 2017. “The greatest investors I know, starting with Warren Buffett, are unemotional,” Howard Marks, CFA…
Investing in Exchange Traded Funds – Identifying Indexes and ETFs
ETF
By Prashant Shah, CFA
We all invest in the Equity Markets in order to generate wealth through (hopefully outsized) returns on our capital deployed; expectations are that the returns would be higher than investing in alternative asset classes/avenues. One of the avenues to invest in Equity Markets, that is fast gaining traction…
INSIGHTS FROM WEBINARS
#IIC 2021: Something of Value by Howard Marks, CFA
Contributed by
Rajni Dhameja, CFA
#IIC 2021: Drivers of Disruption by Michael J. Mauboussin
Contributed by
Jitendra Chawla, CFA
#IIC 2021: “Confronting Disruption” by Lutfey Siddiqi , CFA
Contributed by
Vikram Jhawar, CFA
#IIC 2021: United Nations Special Envoy on Innovative Finance and Sustainable Investments by Hiro Mizuno
Contributed by
Kanwaljeet Singh, CFA
Keynote Address: Corporate Governance and Boards by NR Narayan Murthy
Contributed by
Nimisha Pandit, CFA
Career Insights: Wealth Management Industry – Tremendous Potential, Unparalleled Opportunity by Rajendra Kalur, CFA
Contributed by
Monika Duggal, CFA
Career Insights: Proprietary Desk by Biswarup Mohapatra, CFA
Contributed by
Sidhant Daga