Blog by PriyaSahu

Geopolitical risks can significantly impact financial markets, influencing investment returns and portfolio stability. For fund managers, managing exposure to geopolitical risks is a crucial component of portfolio management. These risks can stem from factors like political instability, wa...

Fund managers are responsible for making key decisions about when to buy or sell securities in a mutual fund’s portfolio. These decisions can significantly impact the fund’s performance, and a successful buy-and-sell strategy is critical for achieving investment objectives. In this blog, w...

The turnover ratio in mutual funds is an important measure of how frequently a fund's holdings are bought and sold within a given period. Fund managers use this ratio to determine the level of trading activity in the fund and how much they actively manage the portfolio. A high turnover rat...

Deciding on asset allocation is one of the most important roles a fund manager plays in managing a mutual fund. The allocation of assets—such as stocks, bonds, and other investment vehicles—affects both the risk and the return of the fund. In this blog, we will explore how fund managers de...

Asset allocation is one of the most crucial decisions that fund managers make when constructing a mutual fund portfolio. The way they distribute investments across different asset classes can significantly influence the fund's risk-return profile. In this blog, we'll explore how fund manag...

In the world of investing, an economic moat refers to the competitive advantages that allow a company to maintain its market position and generate consistent profits over the long term. For fund managers, assessing the economic moat of stocks is crucial in making investment decisions for m...

Earnings reports are one of the key factors that fund managers use to evaluate the financial health of companies and make informed investment decisions. By analyzing earnings reports, fund managers can determine a company’s profitability, growth prospects, and overall financial stability. ...

Global financial shocks, such as market crashes, economic downturns, or geopolitical events, can drastically affect financial markets. Fund managers play a crucial role in adjusting portfolios during these turbulent times. In this blog, we'll explore the strategies they employ to protect a...

In high-interest-rate environments, fund managers must take proactive steps to adjust their portfolios to mitigate risks and adapt to the changing economic landscape. The effects of rising interest rates can impact various asset classes, making it es...

Emotional biases have a strong influence on how investors manage their mutual fund portfolios. These biases, often triggered by emotions, can lead to irrational decisions that may affect long-term financial goals negatively. In this blog, we will explore the most common emotional biases, how th...

Fund houses manage investor redemptions during a market crash by utilizing a combination of liquidity management strategies, including maintaining cash reserves, managing the redemption request flow, and applying gate mechanisms when necessary.

Fund houses, also known as asset management companies (AMCs), generate profits primarily through the fees they charge investors for managing their investment portfolios. These fees are often structured as a percentage of the assets under management (AUM) or on a per-transaction basis.

Fund expense waivers are temporary reductions in the fees charged by a fund, often done to make the fund more attractive to investors. These waivers typically cover the fund's management fee, which is the cost associated with managing the fund’s investments, and they can significantly impact th...

Fund categories play a crucial role in determining the risk-return profile of an investment. Understanding how different fund categories work can help investors choose the right investment based on their risk tolerance, financial goals, and time horizon.

Fractional ownership trends are rapidly changing the way people invest in mutual funds. These trends allow smaller investors to participate in funds that may have previously been inaccessible due to high entry costs. By allowing individuals to buy fractions of a share, mutual funds are now more...

Fractional ownership mutual funds allow investors to buy a fraction of a share in a mutual fund rather than purchasing an entire share. This opens up investment opportunities for people who might not have the capital to invest in full shares of expensive funds, making it easier for more people ...

Fractional mutual fund investments allow you to buy a portion of a mutual fund share, rather than purchasing an entire share. This feature makes mutual funds more accessible to investors who may not have enough funds to buy a full share, thus opening up the investment opportunities for a wider ...

Forex trading hours have a significant impact on the liquidity of the currency market, which, in turn, affects the ease of executing trades and the pricing of currency pairs. Understanding how these hours influence liquidity can help traders make more informed decisions, especially when it come...

Forex traders use triangular arbitrage strategies to profit from discrepancies in exchange rates between three currencies. This strategy involves exploiting differences in exchange rates between currency pairs to make risk-free profits. Here’s how triangular arbitrage works and how forex trader...