A sustained run of local fund inflows is reducing India’s sensitivity to foreign capital flows. For asset managers, the next test is serving a growing base of domestic investors.
A year of underperformance has done little to erase India’s valuation premium. For active managers, that puts a greater emphasis on security selection.
Affluence is growing beyond India’s biggest cities while the population of wealthy individuals expands. Reaching those clients will test wealth managers’ distribution and service models.
A new class of fund gives India’s managers greater scope to pursue more sophisticated strategies. Success will also depend on the risk, compliance and reporting infrastructure behind them.
US equity concentration has risen sharply over the past decade. This analysis examines how developed markets outside the US can broaden exposure across companies, markets and sources of growth.
How does a Total Portfolio Approach (TPA) change fixed income? We look at how evaluating investments across the overall portfolio can affect the optimal mix of duration and credit exposures.
