最高の Mutual Fund ポッドキャスト (2024)

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S2 EP3: Hybrid Finds - A healthy diet for your money 8:15

8d ago8:15

8:15

Just like a balanced diet, a well-balanced mix of assets is needed for having a healthy investment portfolio. Hybrid funds can potentially help you create this healthy mix. Listen to Hari discuss hybrid funds with guest Bableen Kaur, Sr Product Manager at Axis Mutual Fund. Learn all about an easy way to create a healthy and diversified portfolio in…

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UK and EU Fund Regulation in a Post-Brexit World 8:52

8d ago8:52

8:52

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 による

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5: Ep 005 - How to Select Equity Funds For Your Portfolio? 21:30

14d ago21:30

21:30

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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9: Ep 009 - Overcoming concentration risk 12:58

15d ago12:58

12:58

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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Chat With Commissioner Peirce, Part II 19:15

18d ago19:15

19:15

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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SE2 EP2 - How about investing in global brands? 6:18

21d ago6:18

6:18

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 による

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8: Ep 008 - Ajit deep dives into how inflation impacts our household 19:06

1M ago19:06

19:06

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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SE2 EP1 - ELSS - Just what you need this month! 5:34

1M ago5:34

5:34

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 による

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Chat With Commissioner Peirce, Part I 15:32

1M ago15:32

15:32

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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Hedge Funds Trading Treasuries as Dealers 14:57

2M ago14:57

14:57

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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4: Ep 004 - 5 smart ways to use Systematic Transfer Plan & Systematic Withdrawal Plan 17:01

2M ago17:01

17:01

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 Milestone for the SEC and Bitcoin Investors 9:10

3M ago9:10

9:10

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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DOL Fiduciary Proposal 15:38

3M ago15:38

15:38

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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3: Ep 003 - Best of both worlds – How Hybrid Funds give you an edge 16:39

4M ago16:39

16:39

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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FSB Risks of Nonbank Financial Institutions 12:17

4M ago12:17

12:17

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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Ep 016 - Mutual Funds – More than Just Equity! 5:02

4M ago5:02

5:02

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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Ep 014 - The ABC of Equity Mutual Funds 7:44

4M ago7:44

7:44

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 による

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Why Me? How the SEC Decides Which Investment Adviser to Examine 8:17

5M ago8:17

8:17

Why me? And why now? That is usually the first thing an investment adviser asks when the Securities and Exchange Commission’s Division of Examinations comes knocking on the door. Understanding why the SEC chooses advisers for examinations at any given time could help the adviser better prepare for the inevitable. In this episode of the Mutual Fund …

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Ep 015 - What’s driving the India Growth Story? 6:16

5M ago6:16

6:16

India stands tall as one of the fastest-growing economies in the world today. Amid a cocktail of a favourable policy environment, India’s rising geo-political prowess, strong public and private investments, domestic demand, digital initiatives, and surging exports, the manufacturing sector is all set to drive India’s next wave of growth. In fact, i…

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2: Ep 002 - The what, how and why of asset allocation 15:50

5M ago15:50

15:50

A 1986 study titled Determinants of Portfolio Performance by Brinson, Hood and Beebower showed that asset allocation explained 93.6% of the variation in a portfolio’s return. This clearly shows the importance of following an asset allocation approach to investing rather than chasing return or flavour of the season. In this episode, Personal Finance…

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What’s in a Name, Part II 11:35

5M ago11:35

11:35

Naming a registered investment company will become more challenging now that the Securities and Exchange Commission has significantly broadened the scope of the rule governing fund names. Moreover, the SEC estimates that when the Names Rule goes into effect, three out of four registered funds will be subject to the new requirements. In this episode…

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About Nonbank Financial Companies 7:49

6M ago7:49

7:49

Federal regulators propose to make it easier to designate a nonbank financial company as a systemically important financial institution that could threaten the financial stability of the economy if it were to fail. In this episode of the Mutual Fund Minute, host and Sidley partner Jay Baris speaks with Joel Feinberg – co-leader of Sidley’s Banking …

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7: Ep 007 - How to select a good financial advisor 15:25

7M ago15:25

15:25

Even the most experienced investors can face personal biases while making financial decisions on their own. Each individual is unique in terms of risk tolerance and goals and this requires a bespoke solution. In this episode of Money Buddy podcast, Ajit Menon, CEO, PGIM India Mutual Fund, shares his perspective on how financial advisors can help in…

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Managing Counterparty Risk: Five Steps Funds and Advisers Can Take Now 16:42

7M ago16:42

16:42

The recent collapse of several high-profile banks has amplified concerns among money managers and fund directors about counterparty risk. What should advisers and fund directors know about counterparty risk? How can they identify and manage the potential pitfalls, while simultaneously satisfying their oversight responsibilities? In this episode of …

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1: Ep 001 - 5 steps to Build your Emergency Fund with Debt Mutual Funds 17:00

7M ago17:00

17:00

An Emergency Fund helps you tap into your savings when you have to incur an unplanned expense or take care of your non-negotiable monthly expenses during a temporary loss of income. In this maiden episode of Smart Investing series, Lisa Pallavi Barbora, a Financial Coach and Personal Finance Expert, discusses the importance of creating an emergency…

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Money Market Fund Reform – Without Swing Pricing 9:31

7M ago9:31

9:31

Money market funds dodged a bullet when the SEC declined to impose swing pricing when it adopted final reform rules on July 12, 2023. Listen here as Sidley’s Jay Baris and Doug McCormack discuss the new money market reform rules, including the mandatory liquidity fee and how they affect funds, investors, and fund directors.…

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Ep 013- Mutual Funds- Where do I Start? 5:56

8M ago5:56

5:56

Ready to start investing in mutual funds? Let us simplify it for you! For more details visit https://www.axismf.com/ Be part of our growing community: Facebook: https://bit.ly/3TksOmD Instagram: https://bit.ly/3lHdFPU Twitter: https://bit.ly/3pQ4DPn YouTube: https://bit.ly/3PLwCKJ Quora: https://bit.ly/411oY5W Download the Axis Mutual Fund App: And…

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6: Ep 006 - How to invest in Global Companies 15:13

8M ago15:13

15:13

Many investors tend to have a home bias – they invest majorly in domestic assets and thus lose out on owning international business/themes that are not available in Indian markets. In this episode of Money Buddy, Ajit Menon, CEO, PGIM India Mutual Fund, takes us through why investors should consider investing beyond Indian markets and the options a…

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Conflicts of Interest Involving Covered Technology 10:59

8M ago10:59

10:59

In this episode of Mutual Fund Minute, Sidley partners Jay Baris and Benson Cohen discuss the SEC’s proposed rules to address conflicts of interest when broker-dealers and investment advisers use predictive data analytics.Sidley Austin LLP による

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SEC Proposes ESG Disclosures for Investment Advisers and Investment Companies 6:54

8M ago6:54

6:54

Listen here as Investment Funds partner Jay Baris and Ranah Esmaili, a partner in Sidley's Securities Enforcement and Regulatory practice, discuss the sweeping rules proposed by the SEC that would require funds and investment advisers to disclose more specific information about investment companies, private funds, and SMAs pursuing ESG investment s…

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Service Providers as Investment Advisers 6:15

8M ago6:15

6:15

Tune into Mutual Fund Minute, as Jay Baris, a partner in Sidley’s Investment Funds group, looks at the growing interest in index-based investing by mutual funds and ETFs that has prompted the SEC to ask whether they should regulate index providers and other service providers as investment advisers. This episode looks at the implications for funds a…

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Investment Companies as Commodity Pools – What Are the Compliance Pitfalls? 8:43

8M ago8:43

8:43

Listen here as Jay Baris and Nathan Howell, partners in Sidley’s Investment Funds group, unravel the regulatory mysteries of how mutual funds, ETFs, and registered closed-end funds can invest in commodity futures contracts, subject to the jurisdiction by both the SEC and the CFTC.Sidley Austin LLP による

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Artificial Intelligence for Funds and Advisers 12:10

8M ago12:10

12:10

Can a chatbot write a fund prospectus? Listen here as Jay Baris and Nathan Greene, partners in Sidley’s Investment Funds group, discuss how funds and investment advisers will use artificial intelligence, and how fund directors and investment managers can evaluate and understand the potential benefits – and challenges – that AI presents.…

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Regulation Best Execution 8:29

8M ago8:29

8:29

The SEC proposed rules for best execution of securities trades by broker dealers. In this Mutual Fund Minute, Sidley's Jay Baris talks with fellow partner Hardy Callcott about how the rule would apply to best execution of fixed income securities, and what it would mean for funds and advisers.Sidley Austin LLP による

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SEC Regulatory Agenda Spring 2023 7:01

8M ago7:01

7:01

The SEC continues its breathtaking pace of rulemaking that touches funds, their independent directors, investment advisers, and other service providers. Listen here as Jay Baris, a partner in Sidley’s Investment Funds practice, looks at the SEC’s regulatory agenda for the coming months.Sidley Austin LLP による

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SEC Safeguarding Rule 8:17

8M ago8:17

8:17

The Securities and Exchange Commission has proposed sweeping new rules to address how investment advisers safeguard client assets. In this episode of Mutual Fund Minute, Sidley’s Jay Baris looks at how the revisions to the SEC’s so-called custody rules would affect advisers, funds, and investors.Sidley Austin LLP による

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The SEC’s Proposed Swing Pricing and Hard Close Rules 7:33

8M ago7:33

7:33

Listen here as Jay Baris, a partner in Sidley’s Investment Funds group, discusses the proposed “swing pricing” and “hard close” requirements and how they would ripple through the world of investment companies and financial intermediaries.Sidley Austin LLP による

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SEC 2023 Examination Priorities 5:12

8M ago5:12

5:12

Listen here as Jay Baris, a partner in Sidley’s Investment Funds group, discusses the SEC’s Division of Examinations examination priorities for 2023, and what funds and advisers can expect.Sidley Austin LLP による

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The Role of Mutual Fund Directors 10:17

8M ago10:17

10:17

Tune into Mutual Fund Minute here, as Jay Baris, a partner in Sidley’s Investment Funds group, takes a nostalgic look at the long and winding regulatory road of fund board culture, with a reminder that history is always an important guide to understanding the present.Sidley Austin LLP による

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The SEC’s Regulatory Agenda – What’s in Store for Funds and Advisers 4:47

8M ago4:47

4:47

Listen here as Jay Baris, a partner in Sidley’s Investment Funds group, discusses the SEC’s latest Rulemaking Agenda in 2022 which promises to be a rollercoaster ride for funds, their independent directors, investment advisers, and other service providers.Sidley Austin LLP による

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SEC Revises Fund Shareholder Reports – What That Means for Funds and Investors 4:05

8M ago4:05

4:05

Listen here as Jay Baris, a partner in Sidley’s Investment Funds group, discusses the SEC’s new mandate for mutual funds and ETFs and looks at the implications for Funds and their investors.Sidley Austin LLP による

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What’s in a Name? 4:04

8M ago4:04

4:04

Listen here as Jay Baris, a partner in Sidley’s Investment Funds group, discusses the SEC proposal to expand the “names rule” to cover investment companies that suggest that they invest in assets that have specific characteristics, such as growth or value or ESG factors.Sidley Austin LLP による

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Ep 012 - You’re incomplete without a financial plan 5:40

8M ago5:40

5:40

Investing without a plan is like sailing without a compass. Here’s why you should invest with a solid financial plan and how you can create one.Axis Moneynomics - By Axis Mutual Fund による

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