Welcome to Sidley’s Mutual Fund Minute podcast. Join us for this series of short insights addressing issues of interest to fund directors, advisers, and other stakeholders. Each week Sidley Partner Jay Baris and guests discuss new trends, regulations, and developments and how they will affect you.
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Axis Moneynomics is an informative series by Axis Mutual Fund that aims to make money management easy and fun. Be it savings, investments, taxes, or day-to-day financial struggles, Axis Moneynomics is here for you to simplify personal finance. Axis Mutual Fund which has Axis Bank as its sponsor is one of the largest mutual funds in India. Axis Asset Management Company (Axis AMC) is the investment manager of Axis Mutual Fund which has Axis Bank and Schroders as its principal shareholders. Axi ...
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Money and Me Financial insights that add to your wealth. Money and Me (https://moneyandme.pgimindiamf.com) (https://moneyandme.pgimindiamf.com/) is an investor awareness initiative by PGIM India Mutual Fund. From Gen Z to retirees, the website offers tailored insights for each persona to help you save, manage household budget, secure your family through insurance and invest as per your life goals. We aim to help investors to take financial decisions, pursue their passion, and achieve their l ...
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Welcome to PodTales, a carefully curated investor awareness and education series brought to you by Baroda BNP Paribas Mutual Fund. This series is designed to engage with investors through dynamic and modern communication channels. PodTales dives into fascinating tales, fables, and lessons from diverse realms, deciphering valuable insights for investors. Through these stories, we endeavour that investors not only learn but also reap substantial benefits from these narratives. Each episode of ...
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Our panel of business specialists, from across the PwC network, share perspectives on the mutual fund industry and how digital technologies and the tax function are in a position to lead the way. You can listen to episodes at your convenience via your desktop computer or smartphone.
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Welcome to SBI Mutual Fund's Investment Ideas - A brand new podcast hosted by Ashish Jagtiani that will help you understand investments better! With over 30 years of rich experience in fund management, we at SBI Mutual Fund, bring forward our expertise by consistently delivering value to our investors. We have a strong and proud lineage that traces back to the State Bank of India (SBI) - India's largest bank. Our mission has been to establish Mutual Funds as a viable investment option to the ...
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Money and Me Financial insights that add to your wealth. Money and Me (https://moneyandme.pgimindiamf.com (https://moneyandme.pgimindiamf.com/) ) is an investor awareness initiative by PGIM India Mutual Fund. From Gen Z to retirees, the website offers tailored insights for each persona to help you save, manage household budget, secure your family through insurance and invest as per your life goals. We aim to help investors to take financial decisions, pursue their passion, and achieve their ...
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Aiming to surf larger waves? Make market momentum work for you! Listen to Hari and Karthik discuss how you can leverage momentum investing, a time-proven strategy in this episode.Axis Moneynomics - By Axis Mutual Fund
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“The first rule of an investment is don't lose money. And the second rule is don't forget the first rule.” - Warren Buffett. This quote reminds us that losing less is equally important. Let us understand this with a simple example. If your 100 rupee becomes 50 you will have to earn a return of 100% to reach 100 again. There is so much focus on how …
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3: Ep 003 - Suresh Soni, CEO of Baroda BNP Paribas Asset Management India Pvt Ltd, explains how SIPs work.
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This episode of PodTales explores how SIPs work and why they're a great way to get started on your investment journeys. Suresh Soni, CEO of Baroda BNP Paribas Asset Management India Pvt Ltd, explains how SIPs can help stay disciplined with your investments and aims to build a balanced, secure portfolio over time.…
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This week on Mutual Fund Minute, Sidley partner Jay Baris talks with William Long, the global co-chair of Sidley’s Privacy and Cybersecurity practice who also heads Sidley’s EU Data Protection group. William summarizes the world’s first artificial intelligence adopted by the European Union and its implications in Europe and the U.S. This episode is…
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Heard of bargain shopping, but in the markets? How about getting to pick stocks at discounted prices? Learn all about Value Investing in this episode.Axis Moneynomics - By Axis Mutual Fund
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Goal based investing concept is easier to understand but very few investors follow a methodological and bucketed way of managing their finances. In this podcast, Lisa Pallavi Barbora and Ravi Samalad analyse the pros and cons of this approach, which kind of investors it is ideal for, how to go about identifying your goals and use the right asset cl…
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India is on a shopping spree, and consumer taste buds are changing. From luxury labels to everyday essentials, the spending spree is real! Imagine a nation on the move, young, tech- savvy, and with pockets getting heavier. That's today’s India powering a consumption boom, and you can be a part of it. Tune in to know how!…
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Mutual Fund Directors Forum’s Carolyn McPhillips Celebrates the 100th Anniversary of the Mutual Fund, Part II
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This week on Mutual Fund Minute, Sidley partner Jay Baris and Carolyn McPhillips, President at the Mutual Fund Directors Forum, continue celebrating the 100th anniversary of the American mutual fund. Carolyn shares her views on the oversight by fund directors, the SEC’s proposed mandatory swing pricing rule, issues relating to fund chief compliance…
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In this episode of the Money Buddy podcast, brought to you by Money and Me, an investor education initiative by PGIM India Mutual Fund, host Ahalya is joined by Ajit Menon, CEO of PGIM India Mutual Fund. They discuss the often overlooked yet crucial factor in financial success: the savings rate. While many investors focus solely on portfolio return…
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2: Ep 002 - Suresh Soni, CEO of Baroda BNP Paribas Asset Management India Pvt Ltd, explains how Balanced Advantage Funds help protect against market volatility.
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In this episode of PodTales, Suresh Soni, CEO of Baroda BNP Paribas Asset Management India Pvt Ltd, explains how Balanced Advantage Funds help protect against market volatility, manage biases when making investments, and the role of debt in building a secure portfolio.BBNPP
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Analyzing and interpreting fund returns can be a challenge, especially for novice investors. In this episode, Lisa Pallavi Barbora and Ravi Samalad help you understand what compound annual growth rate (CAGR), extended internal rate of return (XIRR), rolling returns and absolute return mean and how to interpret them when looking at your fund’s retur…
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Diversifying your investments helps manage risk effectively, but it is much more than that! Tune into this in-depth discussion on diversification with our guest Shalini Gautam, VP – Products at Axis AMC.Axis Moneynomics - By Axis Mutual Fund
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Welcome back to another insightful episode of PGIM Money Buddy, brought to you by ‘Money and Me’, an investor education and awareness initiative by PGIM India Mutual Fund. In this episode, Ajit Menon, CEO of PGIM India Mutual Fund delves deep into the invaluable role of a financial advisor, or as he likes to call them, your financial sarathi. Ajit …
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Mutual Fund Directors Forum’s Carolyn McPhillips Celebrates the 100th Anniversary of the Mutual Fund, Part I
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This week on Mutual Fund Minute, Carolyn McPhillips, President at the Mutual Fund Directors Forum, joins Sidley partner Jay Baris to celebrate the 100th anniversary of the American mutual fund.Sidley Austin LLP
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1: Ep 001 - Suresh Soni, CEO of Baroda BNP Paribas Mutual Fund, simplifies Balanced Advantage Funds.
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What is a Balanced Advantage Fund? Does it help balance risk and reward for investors? Welcome to Podtales by Baroda BNP Paribas Mutual Fund, where we use the power of storytelling to share timeless financial wisdom and gain investment insights from industry experts. In the first episode of this investor education series, Suresh Soni, CEO of Baroda…
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AI for the IA and the BD – What Advisers, Broker-Dealers and Fund Directors Should Know About Artificial Intelligence, Part II
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This week on Mutual Fund Minute, Jay Baris continues his conversation about the growing interest in artificial intelligence for investment managers with Sidley’s Hardy Callcott and Nathan Greene. Hardy is a San Francisco-based partner in Sidley’s Securities Enforcement and Regulatory practice who focuses on securities and regulatory issues for brok…
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Did you know the Nifty 500 index can give you wider access to the Indian market? In this episode, we have Vandana Trivedi – Head Institutional and Passives Business - Axis AMC, and our host Hari discussing all about this comprehensive index. Tune in nowAxis Moneynomics - By Axis Mutual Fund
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If you have been observing the market, PSUs shares have been in the limelight in the last one year. As investors, one may be tempted to invest in PSU stocks. This is where sector funds come into play. They invest in one particular sector or theme such as PSUs, technology, pharma and so on, which helps you take a dedicated exposure to one sector or …
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AI for the IA and the BD – What Advisers, Broker-Dealers and Fund Directors Should Know About Artificial Intelligence, Part I
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This week on Mutual Fund Minute, Jay Baris talks about the growing interest in artificial intelligence with Sidley’s Hardy Callcott and Nathan Greene. Hardy is a San Francisco-based partner in Sidley’s Securities Enforcement and Regulatory practice who focuses on securities and regulatory issues for broker-dealers, investment advisers, and mutual f…
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Everyone’s talking about SIP, but is it that powerful? Let’s listen to this enlightening conversation about SIP and how they can aid potential wealth creation in the long term with our guest Shalini Gautam, VP – Products at Axis AMC.Axis Moneynomics - By Axis Mutual Fund
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In this episode of the Mutual Fund Minute, Sidley partner Jay Baris and Eric Pan, President and CEO of the Investment Company Institute, celebrate the 100th anniversary of the first American mutual fund. Eric shares his views on topics, including the SEC’s regulatory agenda, the role of AI in asset management, and ideas to modernize the Investment …
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When one sets out to invest in mutual funds they are not thinking active or passive, rather they just want to invest in something that fits in their risk profile, goal, or time horizon. Over the last few years, we have seen a plethora of fund launches in the passive space. Passive Funds provide you market exposure at a low cost. In this podcast, Li…
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The strong banking sector is vital for economic growth. As the India growth story unfolds, the banking sector stands tall as a beneficiary as well as driver of this growth. Supported by digital disruption, rising demand for credit, increasing financial inclusion, and a robust risk management framework, Indian banks hold a huge promise for investors…
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In this episode of the Mutual Fund Minute, Sidley partner Jay Baris and Eric Pan, President and CEO of the Investment Company Institute, celebrate the 100th anniversary of the first American mutual fund. Eric shares his views on the challenges that funds, independent directors, and investors face in the current regulatory environment. Part 1 of 2 e…
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In this episode of Mutual Fund Minute, host and Sidley partner, Jay Baris, and Leonard Ng, head of Sidley's UK/EU Financial Services Regulatory group, discuss fund regulation in the United Kingdom and the European Union in a post-Brexit world.Sidley Austin LLP
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In life we are inundated with choices – whether it’s the choice of clothes, the colour and brand of cars, perfumes, the list can go on. Clearly, there’s a wide variety of options available today in every sphere of life which can be sometimes overwhelming. Similarly, we have a wide variety of investment options within the mutual fund industry. In th…
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Risk concentration is an important aspect to get a hold of when it comes to managing your wealth, personal finance planning and getting to where you want to be. But it's also one of those things that is often less understood or maybe misunderstood. So, in this episode of Money Buddy, Ajit Menon, CEO, PGIM India Mutual Fund, is here to clarify some …
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SEC Commissioner Hester M. Peirce sat down with Sidley partner Jay Baris to share her views on a wide range of topics concerning mutual funds and investment management. In this episode of the Mutual Fund Minute, Commissioner Peirce discusses the SEC’s proposed safeguarding rule, the Supreme Court’s Howey test, CCO liability and the future of crypto…
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We all consume offerings from global brands. Is it possible to invest in their growth stories too? Let’s find out in this episode with guest Bableen Kaur, Sr. Product Manager at Axis Mutual Fund, where she takes us through exciting investment possibilities.Axis Moneynomics - By Axis Mutual Fund
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In this episode of Money Buddy, Ajit Menon, CEO, PGIM India Mutual Fund, talks about a topic that affects all of us and is the number one enemy of our hard earned money, which is inflation. Ajit deep dives into how inflation impacts our household and how one can invest in the right asset classes that can beat inflation over long run. Disclaimer : M…
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Many of us leave the big task of tax planning for the month of March. With dual benefits of tax saving and potential wealth creation, ELSS can come to your rescue! Listen to Hariharan from Axis Mutual Fund talk all about ELSS in this exciting episode.Axis Moneynomics - By Axis Mutual Fund
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SEC Commissioner Hester M. Peirce met with Sidley partner Jay Baris in Washington, D.C. to share her views on a wide range of topics concerning mutual funds and investment management. In this episode of the Mutual Fund Minute, Commissioner Peirce discusses the SEC’s approval of 11 exchange-traded products that will trade in bitcoin, the SEC’s regul…
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Are you now a securities dealer? The Securities and Exchange Commission (SEC) blurred the distinction between who is an investor or mere trader and who is a “dealer” for purposes of the Federal Securities Laws when it adopted final rules on February 6, 2024, defining activities that require someone to register as a “dealer” or a “government securit…
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Systematic Transfer Plan (STP) and Systematic Withdrawal Plan (SWP) are tools offered by mutual funds that provide great convenience and flexibility to cater to investor’s different financial goals. In this podcast, personal finance expert Lisa Pallavi Barbora and Ravi Samalad talk about how these facilities work and how investors take make efficie…
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A divided U.S. Securities and Exchange Commission cautiously heralded a new crypto era, on January 10, 2024, when it approved by a 3 to 2 vote multiple exchange-traded products that invest directly in bitcoin for listing and trading. To get to this point, the Commission followed a long and rocky road. While the Commission’s approval was a cause for…
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On Halloween 2023, the U.S. Department of Labor spooked the investment adviser world when it proposed rules that would redefine who is a fiduciary when someone provides investment advice for purposes of the Employee Retirement Income Securities Act of 1974 (ERISA). If adopted as proposed, these rules would greatly expand the categories of investmen…
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Hybrid Funds are gaining traction and that is evident by the steady growth in assets in this category. The AUM of hybrid funds category has doubled from Rs 3.10 lakh crore in Nov 2020 to reach Rs 6.30 lakh crore as of November 2023, shows AMFI data. Similarly, the number of folios in this category have grown from 94 lakhs to 1.26 crore during the s…
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The Financial Stability Board, or FSB, is laser-focused on money market funds, mutual funds, and private funds. Specifically, the FSB is concerned that leverage in these funds and other so-called nonbank financial institutions could lead to market volatility, and, worse, could destabilize the global financial system. In this episode of the Mutual F…
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If you thought mutual funds were just about equity, it couldn’t be farther from the truth. Mutual funds come in many categories. One of the primary ones is debt mutual funds. Know more about the many different types of mutual funds that each serve a purpose in your investment portfolio. Ready? Listen in!…
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Equity mutual funds invest in stocks of listed companies. But there are so many types within equity mutual funds that it could confuse almost anyone. Relax! We’ll simplify equity mutual funds for you. In this episode, let’s dive deep into the world of Equity Mutual Funds.Axis Moneynomics - By Axis Mutual Fund
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