Wednesday, November 25, 2020

Advisers recommend focused funds to those who understand risk.

Are focused funds meant for all of your clients?

With markets at an all-time high, here is what advisers are recommending their clients.

Advisers caution clients lured by sector funds

Networking remains, however, a vital tool today, one that can be both learned and honed.

Networking in the COVID-19 era

Barring long duration and credit risk funds, all other categories of debt funds saw positive inflows.

Debt funds get Rs 1.10 lakh crore inflows in October

Categories such as gold, overseas fund of funds and passive funds are gaining traction.

Gold ETFs shine, add 4 lakh folios in 1 year

Liquid, corporate bond, short duration and Banking & PSU funds collectively added 11.40 lakh folios in one year.

Debt funds which saw the highest growth in folios

Large cap funds have seen the highest folio growth (11.64 lakh) in one year.

Amid economic uncertainty, large cap funds gain traction

Sensitive topics can be the most important. Don't be afraid to involve your clients.

Getting client input on sensitive subjects

AMFI has released a list of nomenclature that mutual fund distributors can use and should avoid.

Company names which MFDs should avoid

The side effects of suddenly coming into money.

How to help your client with sudden wealth

A look at the categories and funds which received the highest inflows/outflows from January to August 2020.

The most popular debt funds

Axis Bluechip, Axis Mid Cap, SBI Small Cap and Kotak Multi Cap collectively mopped up Rs 11,940 crore.

Equity schemes which garnered highest inflows YTD

SBI, Axis and Kotak recorded the highest jump in their asset base.

AMCs which recorded the highest asset growth in 1 year

Suresh Sadagopan of Ladder7 Financial Advisories shares his perspective on the key changes in the latest RIA norms.

Impact of the Investment Adviser Regulation on RIAs

Contact Us

Schedule of Events/Webinars

Date Event Name Location Register
01/12/2020 Morningstar Investment Conference 2020 – Live till 1st December 2020 Online Register

Past Events

Date Event Name Location
03/11/2020 Morningstar Investment Conference 2020 - 3rd & 4th Nov Online
26/10/2020 Webinar: Markets Observer Q3-2020 and Managed Portfolios Positioning Online at 4:00 p.m.
18/09/2020 Webinar on Traversing through turbulent market environment with Rajeev Thakkar, CIO, PPFAS Mutual Fund Online at 4:00 p.m.
27/08/2020 Beyond Greed & Fear: How stories shape our responses to market volatility - Sarah Newcomb, Director of Behavioral Science, Morningstar, Inc. Online at 5:30 p.m.
24/07/2020 Webinar on Portfolio Planning in a Post-Pandemic World with Christine Benz, Director of Personal Finance, Morningstar Inc. Online
17/07/2020 Webinar: Markets Observer Q2-2020 and Managed Portfolios Positioning Online
07/07/2020 Webinar on Fears of a Second Downturn-Latest Developments with Daniel Needham, President and Global Chief Investment Officer, Morningstar Investment Management Online
03/07/2020 Webinar on Fixed Income Investing – Challenges and Opportunities with Suyash Choudhary, Head - Fixed Income at IDFC Mutual Fund Online
25/06/2020 What will it take to kickstart the Indian economy? Find out in this interactive webinar Online
09/06/2020 Investing is 'Simple But Not Easy': A walk-through of behavioral toolkit for advisors (Part 2) Online
22/05/2020 Investing is 'Simple But Not Easy': A walk-through of behavioral toolkit for advisors Online
20/05/2020 Understanding Equity Investment Frameworks and Market Outlook Online
08/05/2020 Markets Observer - April 2020 and Managed Portfolios Positioning Online
30/04/2020 Webinar : Evaluating Funds Through Morningstar's Qualitative Lens Online
17/04/2020 Webinar : Lowering Risk Through ESG Indexing Online
13/04/2020 Webinar : Staying the course versus Timing the market Online
09/04/2020 Webinar: Investing in Turbulent Times - Building a Resilient Portfolio Online
03/04/2020 Webinar: Deciphering Fund Manager Styles Online
26/03/2020 Rewarding Excellence in Fund Management Online
25/02/2020 Morningstar Adviser Forum 2020 Surat
19/02/2020 Morningstar Adviser Forum 2020 Bangalore
16/01/2020 Morningstar Adviser Forum 2020 Mumbai
17/12/2019 Morningstar Adviser Forum 2019 Chennai
26/11/2019 Morningstar Adviser Forum 2019 Pune
01/08/2019 Morningstar Adviser Forum 2019 Hyderabad
04/07/2019 Morningstar Adviser Forum 2019 Ahmedabad
03/07/2019 Morningstar Adviser Forum 2019 Vadodara
13/06/2019 Morningstar Adviser Forum 2019 Jaipur
30/05/2019 Morningstar Adviser Forum 2019 Mumbai
16/05/2019 Morningstar Adviser Forum 2019 Bangalore
26/04/2019 Morningstar Adviser Forum 2019 Delhi
05/02/2019 Morningstar Adviser Forum 2019 Cochin
30/01/2019 Morningstar Adviser Forum 2019 Rajkot
19/12/2018 Morningstar Adviser Forum 2018 Varanasi
27/11/2018 Morningstar Adviser Forum 2018 Coimbatore
10/07/2018 Morningstar Adviser Forum 2018 Kolkata
27/06/2018 Morningstar Adviser Forum 2018 Chennai
06/06/2018 Morningstar Adviser Forum 2018 Mumbai
24/05/2018 Morningstar Adviser Forum 2018 Jaipur
01/05/2018 Morningstar Adviser Forum 2018 Bangalore
10/04/2018 Morningstar Adviser Forum 2018 Delhi
20/03/2018 Morningstar Adviser Forum 2018 Pune
23/02/2018 Morningstar Adviser Forum 2018 Nashik
28/11/2017 Morningstar Adviser Forum 2017 Ahmedabad
17/11/2017 Morningstar Adviser Forum 2017 Surat
16/11/2017 Morningstar Adviser Forum 2017 Vadodara
23/08/2017 Morningstar Adviser Forum 2017 Navi-Mumbai
19/08/2017 Morningstar Adviser Forum 2017 Hyderabad
19/07/2017 Morningstar Adviser Forum 2017 Bhopal
18/07/2017 Morningstar Adviser Forum 2017 Indore
20/06/2017 Morningstar Adviser Forum 2017 Mumbai
12/06/2017 Morningstar Adviser Forum 2017 Nagpur
24/05/2017 Morningstar Adviser Forum 2017 Chennai
23/05/2017 Morningstar Adviser Forum 2017 Bangalore
27/04/2017 Morningstar Adviser Forum 2017 Pune
18/04/2017 Morningstar Adviser Forum 2017 Delhi
22/03/2017 Morningstar Adviser Forum 2017 Lucknow
21/03/2017 Morningstar Adviser Forum 2017 Kanpur
15/02/2017 Morningstar Adviser Forum 2017 Chandigarh
18/01/2017 Morningstar Adviser Forum 2017 Jaipur
14/12/2016 Morningstar Adviser Forum 2016 Kolkata
08/12/2016 Morningstar Adviser Forum 2016 Ahmedabad
07/12/2016 Morningstar Adviser Forum 2016 Surat
24/11/2016 Morningstar Adviser Forum 2016 Nashik
31/08/2016 Morningstar Adviser Forum 2016 Hyderabad
30/08/2016 Morningstar Adviser Forum 2016 Bangalore
23/08/2016 Morningstar Adviser Forum 2016 Goa
11/08/2016 Morningstar Adviser Forum 2016 Mumbai
05/07/2016 Morningstar Adviser Forum 2016 Chennai
09/06/2016 Morningstar Adviser Forum 2016 Vadodara
11/05/2016 Morningstar Adviser Forum 2016 Pune
26/04/2016 Morningstar Adviser Forum 2016 Delhi

Adviser Newsletter Archive

Demystifying investment adviser regulation

23/09/2020

How Bhavesh Khetan built Rs 250 crore MF assets in Nagpur

09/09/2020

How I transitioned from MFD to RIA

26/07/2020

How to build and retain a great team

05/08/2020

What fee model should advisers adopt

01/07/2020

How to ace online meetings

08/04/2020

Market turmoil is an opportunity to assess your own practice

02/04/2020

Consolidation is key for IFAs seeking efficiencies of scale

26/02/2020

Writing has helped me build my practice

17/02/2020

Advisers are not facing competition from robos

03/02/2020

6 top traits of successful financial advisers

08/01/2020

Equity flows drop 78% in November 2019

24/12/2019

3 IIT batchmates who disrupted the Indian MF distribution

18/12/2019

India will have 1,186 millionaires by 2024

04/12/2019

Knowledgeable investors trust advisers the most

28/11/2019

Adviser Survey: What clients value from their adviser

28/08/2019

What advisers like about Morningstar Investment Conference

21/08/2019

Share your success mantra with Morningstar

31/07/2019

Credit risk funds continue to see outflows in May

17/06/2019

Will ESG find acceptance among Indian investors?

29/05/2019

SEBI floats consultation paper on SRO for distributors and RIAs

09/04/2019

Morningstar India launches Discretionary Managed Portfolios

15/04/2019

Blogging is a great way to acquire clients

06/03/2019

Women should take charge of their finances

20/03/2019

I want IFAs to get a positive energy when they meet me

10/10/2018

I aim to buy my Rolls Royce before I turn 50

27/09/2018

My business grew after SEBI came up with direct plans

12/09/2018

How advisers can use Google Analytics

24/08/2018

The uncomfortable truth about success

14/08/2018

What your clients told me about your website

25/07/2018

Why stock brokers should get into mutual fund advisory

18/07/2018

11 tips to master LinkedIn

04/07/2018

Now, execute transactions through Morningstar Advisor Workstation

25/04/2018

21 must-have tools for IFAs to boost productivity

04/04/2018

Advisers wear the coaching hat

21/03/2018

How advisers should deal with media

14/03/2018

How to deal with sudden money

07/03/2018

Why should financial advisers care about our body language?

21/02/2018

Does removal of additional commission impact IFAs?

06/02/2018

Fintech: revolutionizing wealth management

09/01/2018

New distributors flocking to mutual funds

22/08/2017

Why do clients break up with their adviser?

22/08/2017

6 steps to create a better strategic plan

01/08/2017

What benchmarks do you use for success?

03/07/2017

Love for numbers

19/06/2017

College dropout Shailesh strikes gold in MF advisory

06/06/2017

Turning adversity into success

10/05/2017

Understanding client anxiety during market swings

25/04/2017

Why Vivek is moving to fee-only advisory

22/05/2017

How advisers Vinod & Rajesh built 600 crore AUM in MFs

22/02/2017

Skeptics had written us off, today we advise Rs 10,000 crore AUA

07/03/2017

How WhatsApp is helping advisers bond

20/03/2017

4 success mantras from Nilesh Shah of Kotak MF for advisers

10/04/2017

Do an Instant X-Ray of your holdings new

Compare performance of your Mutual Funds new

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