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Understanding Portfolio Risk Management
We need to look for investment strategies that can effectively respond to changes, manage risks, and take advantage of opportunities across various asset classes. The concept of ac...
Simplifying Project Portfolio Management is essential for organizations looking to optimize their project outcomes while aligning with strategic objectives.
Portfolio governance is a vital component of organizational strategy that enables companies to make informed decisions, optimize resource allocation, and drive value creation. By u...
Paying for 10 funds but diversified across 5? This 5-dimensional audit reveals overlap, cost leaks, and underperformers – with XIRR examples. Review yours today.
When building an investment portfolio, investors decide on an asset allocation. Let’s say, a portfolio comprising 70% equity and 30% debt investments. This allocation should be a...
Most fund managers rely on gut and discretion. NJ AMC runs a six-step process from data validation to portfolio construction to keep bias and inconsistency out.
Advisors need to measure return, risk and diversification contribution at the position level to build truly optimal private market portfolios, not just add more funds.
The firm is working with Apollo, Franklin Templeton and J.P. Morgan Asset Management to build the portfolios.
As of May 2026, AMFI data shows 335 open-ended debt-oriented schemes and 569 open-ended equity-oriented schemes, each with its own risk-return profile and investment mandate.
SEBI now mandates monthly overlap disclosure for same-AMC funds above 50 per cent shared holdings. Check if your mutual fund portfolio is genuinely diversified.
Asset allocation in investment portfolios works similarly. The investor holds a mix of asset classes like equities, debt, and commodities, each of which responds differently to cha...
The firm projects double-digit growth for the model portfolios industry for the next four years.
Vanguard has expanded its model portfolio series for advisors. Adoption of alternatives by advisors continues, despite the recent hiccups in private credit. These are among the inv...
The total portfolio approach doesn't abandon the framework of the 60/40, but instead buckets the assets by risk.
An average enterprise typically has more products and product ideas than investment funds. The question that lies before leadership is...
This article compares my stock portfolio with an equivalent investment in a Nifty index fund and the Nifty 100 Low Volatility 30 TR index. We post this comparison each month. Befor...
Implementing an effective portfolio governance structure is essential for diversified enterprises seeking sustainable growth. By understanding the different governance models, eval...
Owning more mutual funds does not always mean better diversification. Check stock overlap across your SIPs before adding another mutual fund to your portfolio.
Large wealth managers are chasing a multitrillion dollar opportunity to manage more of their clients' assets. But many high net worth investors give their business to multiple firm...
Daily portfolio tracking produces noise, not insight. Here are the four checks that shape long-term outcomes: contribution rate, asset allocation, diversification and tax.
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