Newsletter March 2021



MESSAGE FROM THE BOARD

The Journey – From Unknown Unknowns to Unknown Knowns

SOCIETY UPDATE
By Biharilal Deora, CFA

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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…

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COVER STORY 1

ESG – The Next Big Investment Theme in India

ESG
By Labanya Prakash Jena, CFA

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Sustainable investing has come a long way – from earlier ethics-based to currently achieving a more conventional…

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COVER STORY 2

Independent Directors – I Saw the Loch-Ness Monster!!

ESG
By Prashant Shah, CFA

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Nowadays if one were to evaluate the composition of the Board of Directors of any listed company, the first thing we would look…

 

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INDUSTRY SPEAK

In-Conversation with Mr. Ruchit Mehta, CFA

ESG

Interviewed by Parvez Abbas, CFA

Environmental, Social and Governance (ESG) factors are becoming an…

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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”…

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In-Conversation with Mr. Chirag Mehta

ESG

Interviewed by Rajni Dhameja, CFA

At Quantum group, we began to adopt a “Governance” factor in our…

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In-Conversation with Ms. Shami Nissan

ESG

Interviewed by Srividhya Venkatesan, CFA

ESG has been gaining prominence worldwide, as funds incorporate…

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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…

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ESG IN PRACTICE

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Guidance And Case Studies for ESG Integration

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ESG Issues in Investing

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Pathways to Paris: A Practical guide to Climate Transition…

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Climate Change Analysis in the Investment Process

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ESG Investing: Practices, Progress and Challenges

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Five Ways that ESG Creates Value

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Embracing the New Age of Materiality

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Principles of Sustainable Finance

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ESG: Improving Your Risk-Adjusted Returns in Emerging Markets

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BOOK REVIEWS

Grow the Pie by Prof. Alex Edmans

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The Ethical Investor’s Handbook by Morten Strange

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Governance Reimagined by David R. Koenig

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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…

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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…

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INSIGHTS FROM WEBINARS

#IIC 2021: Something of Value by Howard Marks, CFA

Contributed by

Rajni Dhameja, CFA

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#IIC 2021: Drivers of Disruption by Michael J. Mauboussin

Contributed by

Jitendra Chawla, CFA

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#IIC 2021: “Confronting Disruption” by Lutfey Siddiqi , CFA

Contributed by

Vikram Jhawar, CFA

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#IIC 2021: United Nations Special Envoy on Innovative Finance and Sustainable Investments by Hiro Mizuno

Contributed by

Kanwaljeet Singh, CFA

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Keynote Address: Corporate Governance and Boards by NR Narayan Murthy

Contributed by

Nimisha Pandit, CFA

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Career Insights: Wealth Management Industry – Tremendous Potential, Unparalleled Opportunity by Rajendra Kalur, CFA

Contributed by

Monika Duggal, CFA

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Career Insights: Proprietary Desk by Biswarup Mohapatra, CFA

Contributed by

Sidhant Daga

Read summary here...