HomeCFA Institute

CFA Institute

  • CFA Charter Felicitation at Mumbai…

    • December 7, 2014
    • Posted by:
    • Category: BLOG, Celebration, Events, Felicitation Ceremony, Mumbai
    No Comments
        Contributed by: Kunal Sabnis, CFA The event was flagged off by Sunil Singhania, CFA who addressed the new level III pass outs on behalf on the board of governors. He welcomed them into the growing pool of CFA charter holders. Then Nitin Mehta, CFA –...
    Read more

  • Investment Tips from Bollywood…

    • November 27, 2014
    • Posted by:
    • Category: Advocacy, BLOG, ExPress, Mumbai
    No Comments
    Contributed by: Thomas Collimore, CFA, Director, Investor Education, CFA Institute, William Ortel, Frances Melville, and Kishor Bagri, CFA, Director, IAIP Can you remember the last time you stayed up late watching a movie when you should have been asleep? You...
    Read more

  • Bridging the Trust Deficit…

    • November 23, 2014
    • Posted by:
    • Category: Advocacy, BLOG, ExPress, Mumbai
    No Comments
    Contributed by: Rajendra Kalur, CFA, CFP, Director & CEO TrustPlutus Wealth Managers India Wealth Management Industry globally is beset with a lot of challenges. Some of these challenges are self created as the Industry mostly ignored client needs and...
    Read more

  • Book Review: Gurus of Chaos…

    • November 7, 2014
    • Posted by:
    • Category: BLOG, Book Reviews
    No Comments
    Title: Gurus of Chaos – Modern India’s Money Masters Author: Saurabh Mukherjea Publisher: Bloomsbury India ISBN:  978-93-84052-55-3 Pages: 171 Price: Rs.  350 Reviewed By: Sonia Gandhi, CFA  An enormous amount of unwarranted noise and chatter coupled...
    Read more

  • IAIP – AGM

    • October 8, 2014
    • Posted by:
    • Category: AGM, BLOG
    No Comments
      IAIP had its Annual General Meeting on September 30th 2014 to adopt the financial statements, reappoint auditor, induct Vinay Bagri CFA on the Board of Directors, apprise members of the various activities carried out by IAIP amongst others. Last year active...
    Read more

  • Precious Metals – East versus West, Assessing Trends and Outlook for Investment and Jewellery Markets

    • September 18, 2014
    • Posted by:
    • Category: BLOG, Events, Mumbai, Speaker Events
    No Comments
    Contributed by: Chetan Shah, CFA Price of the precious metals like Gold and Silver is the only factor common across countries adjusted for logistics and duties for a given purity. Otherwise consumption patterns and trends can differ widely in the Eastern and the...
    Read more

  • The New Era in Wealth Management and Retirement Solutions

    • September 15, 2014
    • Posted by:
    • Category: BLOG, Mumbai, Speaker Events
    No Comments
      Increased volatility in financial markets, lack of tools to evaluate financial products & risks associated with them, lack of financial literacy and behavioral biases are some of the reasons for lower proportion of savings into financial products in...
    Read more

  • IFRS Convergence: The Global Benchmark for Financial Reporting

    • August 3, 2014
    • Posted by:
    • Category: Advocacy, BLOG, Events, Mumbai, Speaker Events
    1 Comment
    Contributed by: Chetan Shah, CFA, Director IAIP and Senior Portfolio Manager Religare Invesco AMC The biggest customers and primary users of financial statements are the investors, lenders, and creditors. Having uniform financial statements across the countries...
    Read more

  • Where’s Alpha?

    • July 26, 2014
    • Posted by:
    • Category: BLOG, Events, Mumbai, Speaker Events
    No Comments
    Contributed by: Chetan Shah, CFA, Director IAIP and Senior Portfolio Manager Religare Invesco AMC. The desire for wealth has motivated much of investment activity. Especially when the returns are substantial. Like $20mn investment in Alibaba in 2000 by Masoyoshi...
    Read more

  • Market outlook post Union Budget…

    • July 10, 2014
    • Posted by:
    • Category: BLOG, ExPress
    No Comments
    By: Navneet Munot CFA, Director IAIP and CIO SBI MF Like every year, the finance minister tried to ensure that no section of society or any part of the country is missed out in getting a mention in the Budget speech. But to his real credit, the finance minister...
    Read more