Browse structured reads designed to help Indian investors analyse topics more clearly before moving from reading into research.
Guides to research workflows, comparison tools, and data-led analysis for stocks, mutual funds, ETFs, and portfolios.Use these articles to understand how better tools can make research more repeatable and less reactive.
Learn about the phenomenon of "variance drain" in investments, which explains why the compounded annual growth rate (CAGR) can be lower than the arithmetic average return. Understand the implications for investors and how to control volatility.
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Explore the power of dynamic programming in financial goal planning. Learn how to choose the best portfolio over time to maximise the probability of achieving your financial goals. Discover how a dynamic approach significantly improves the odds of success.
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Discover why the traditional approach to goal planning and portfolio selection may not be optimal for achieving financial goals. Learn about the importance of defining strict investment objectives, maximising the probability of goal achievement, and using probabilities in portfolio construction.
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Learn about the world of investing methodologies. From Active to Passive and the rise of Smart Beta strategies, discover how they fit into the investment landscape. Compare their features, understand the concept of Smart Beta, and explore the benefits and costs associated with each style.
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This blog analyses the performance of actively managed Mutual Funds using the Capital Asset Pricing Model (CAPM). The analysis reveals the challenges of consistently delivering positive alpha. The blog also provides insights into the active vs. passive debate.
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Learn how Smart Beta strategies aim to harvest factor risk premiums beyond the market risk premium through transparent and rule-based approaches. Explore different examples of Smart Beta strategies, from single-factor indices to multi-factor portfolios, and understand the importance of systematic factors in constructing effective Smart Beta strategies.
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Explore systematic factors such as size, value, momentum, and low-volatility on Active, Passive, and Smart Beta strategies. Analyze historical risk premiums of these factors in both the US and Indian markets and gain insights into their potential future risk premiums. Discover how these factors serve as the foundation of Smart Beta strategies and their significance in optimal factor allocation for investors.
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Learn about the concept of factor theory in the context of smart beta strategies. Understand how systematic risk factors form the building blocks of smart beta approaches, providing investors with a deeper understanding of risk and return.
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