Articles

  • A guide to investing in mutual funds

    Mutual funds have become a widely popular and effective way for investors to participate in financial markets in an easy, low-cost fashion, while muting risk characteristics by spreading the investment across different types of securities, also known as diversification.

    10 Feb, 2012

  • Asset Allocation: A solid investment framework

    Asset allocation is a strategy whereby an investor builds a portfolio by combining diverse asset categories (e.g., stocks, bonds, cash) in accordance with his or her specific goals, risk tolerance and investment time horizon

    10 Feb, 2012

  • Global investing

    Investment opportunities exist all around the globe. A global investing approach gives portfolio managers, acting on behalf of investors, the flexibility to pursue what they believe to be the best investment opportunities in the world—providing an important source of portfolio diversification in the process

    10 Feb, 2012

  • Growth and Value: Two paths to equity investing

    Growth investment style seeks companies whose earnings are expected to grow faster than the broad market. Value investment style seeks stocks that are believed to be priced below the companies' actual values.

    10 Feb, 2012

  • How are equity funds managed

    Investment policy and performance is critical for a mutual fund company to market and promote schemes that are managed by them. It is also important to understand the processes that fund houses adopt while managing their money.

    10 Feb, 2012

  • Investing in debt funds

    Debt securities (bonds) are a fundamental part of an investing plan for most investors. There are many types of bonds along with varied approaches to debt fund investing, each with their own advantages and levels of risk. Although stocks have historically outperformed bonds over the long term, there are a number of reasons to include a debt fund in a diversified portfolio.

    10 Feb, 2012

  • Systematic investment planning

    Life is a roller coaster ride - full of ups and downs. We all know that we have to save for retirement, children’s education, medical emergencies, family obligations, travel and many more such responsibilities and desires that life brings with it. But no matter how much you save, the truth is - it’s never enough.

    10 Feb, 2012

  • Take 10 steps to investing in equity

    Investments in equities, especially for longer periods of time, are more likely to yield higher returns. However while investing in the equity markets over the short term one is likely to witness some volatility. Therefore our endeavor in the following article is to highlight some basic steps one can consider before investing in the equity market

    10 Feb, 2012

  • Understanding duration

    Duration is one of the most important measurements to consider when evaluating a bond or a bond portfolio. Understand duration and how duration can be used to help assess the appropriateness of a fixed income security within an overall portfolio.

    10 Feb, 2012