Newsletter September 2024
MESSAGE FROM THE BOARD
Diversity Initiative at CFA Society India
Society Updates
Dr. Monika Chopra, CFA
Diversity Initiative at CFA Society India. Established in 2022, “FEMTOR – The Mentorship Club” is a volunteer-led program created to...
EMERGING LEADER AWARD
Mohan Kumar Prabhu, CFA
Society Updates
CFA Society India
The Emerging CFA Society Leader Award acknowledges extraordinary and dedicated volunteers who have demonstrated...
PERSPECTIVES
Cryptocurrencies: Investment Avenues and Regulatory Considerations
Cryptocurrencies
Mihir Shirgaonkar, CFA
This familiarity with key cryptocurrencies highlights the influence that major coins have in shaping the public perception as well as...
PERSPECTIVES
How Averages Can Ruin The Retirement Math
Retirement
Ravi Saraogi, CFA
Calculating a retirement corpus on the basis of average returns can have disastrous consequences as different sequence of returns can lead to different outcomes...
INDUSTRY SPEAK
In-Conversation with Shreenivas Kunte, CFA, CIPM
Interviewed by Parvez Abbas, CFA
Focus on applying the concepts one learns in the body of knowledge to real life situations. Each one of us has a significant responsibility to help people who are not in the know...
In-Conversation with Vijayanand Venkataraman, CFA
Interviewed by Siddharth Jain, CFA
While there are few firsts to do, the pivotal point was advising the House of Tatas on a couple of transactions early in my career...
BOOK REVIEW
Net-Zero Trio: Synchronising Technology, Business and Policy for Green Transition
By Mohan Kumar Prabhu, CFA
The book Net-Zero Trio: Synchronising Technology, Business and Policy for Green Transition by "Labanya Prakash Jena and Prasad Ashok Thakur" is a Must read...
INSIGHTS FROM SOCIETY EVENTS
4th Edition of Masters at Work | Kolkata | Press Release
Contributed by
Man Mohan Bhartia, CFA
Over 350 attendees gathered at the 4th edition of Masters At Work in Kolkata to learn from leaders in the investment and wealth management space...
8th Edition of Value Investing Pioneers Summit | New Delhi | Press Release
Contributed by
Ajay Minocha, CFA
CFA Society India successfully concluded the 8th Value Investing Pioneers Summit 2024 in Delhi. The summit gathered industry stalwarts to share...
RESEARCH
The Current State of BRSR at Corporate India
Contributed by
Pankaj Sharma and Mohan Kumar Prabhu, CFA
While Indian listed companies have made significant progress in enhancing their ESG disclosures in response to a Securities and Exchange Board of India mandate on...
SELECTED READINGS
Happy 60th Anniversary CAPM! Why the Capital Asset Pricing Model Still Matters
When someone hears I’m currently writing the authorized biography of William (Bill) Sharpe, the most frequent question I get is, “Is he still alive?” Sharpe is the 1990 recipient of...
Unlocking Stock Market Success: Why You Should Embrace the Skew
When we talk about stock returns, most people assume that individual stocks should yield positive returns. That’s because the stock market has historically outperformed other asset classes like bonds...
AI in Investment Management: Ethics Case Study
Investment professionals have increasingly embraced artificial intelligence (AI) to augment and improve the investment management process in many ways. However, as with any cutting-edge...
What Is Non-Real Impact in Carbon Metrics?
Standard carbon metrics methodologies may not fully capture their underlying context, potentially leading to misinterpretation of results. In this article, we explore how market volatility creates...