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コンテンツは Anish Teli & the Indexheads Team, Anish Teli, and The Indexheads Team によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Anish Teli & the Indexheads Team, Anish Teli, and The Indexheads Team またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作権で保護された作品をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal
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Indexing ka Baap - Sanjiv Shah

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Manage episode 266606579 series 2713315
コンテンツは Anish Teli & the Indexheads Team, Anish Teli, and The Indexheads Team によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Anish Teli & the Indexheads Team, Anish Teli, and The Indexheads Team またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作権で保護された作品をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal

This is a really special episode for us because we have the person who inspired Indexheads, Sanjiv Shah on this episode. Sanjiv, for those of you who don't know, was the founder of Benchmark Asset Management which launched the first Index fund in India - the Niftybees ETF. Benchmark was the only AMC in India that had an indexing only philosophy and they were nothing short of revolutionaries. Benchmark was acquired by Goldman and is now a part of the Nippon Mutual Fund.

In this sweeping conversation with Anish, Sanjiv talks about:

  1. The aha moment which led him to start Benchmark AMC
  2. Early evidence about indexing
  3. His thoughts on ETF vs the mutual fund wrapper
  4. Challenges with the ETF structure
  5. His thoughts on the evolution of the Indian MF industry since his exit
  6. Have index fund fees fallen too low?
  7. Will a standalone index player be able to sustain?
  8. The base case for indexing
  9. Thoughts on smart beta, factor investing
  10. Will passive fixed income funds work in India?
  11. Thoughts on AMCs with both active and passive funds
  12. The right asset allocation
  13. The case for investing gold
  14. Are markets efficient or inefficient?
  15. On alternate fee models with performance hurdles
  16. Are Indian indices flawed?

And a whole lot more. This was a breathtakingly fascinating conversation given the sheer breadth of the topics Sanjiv spoke about.

I am on @anishteli on Twitter and do check out the Indexheads newsletter where we write about all things low-cost indexing. If you enjoyed the conversation as much as I did talking to Sanjiv, do spread the word.

  continue reading

4 つのエピソード

Artwork
iconシェア
 
Manage episode 266606579 series 2713315
コンテンツは Anish Teli & the Indexheads Team, Anish Teli, and The Indexheads Team によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Anish Teli & the Indexheads Team, Anish Teli, and The Indexheads Team またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作権で保護された作品をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal

This is a really special episode for us because we have the person who inspired Indexheads, Sanjiv Shah on this episode. Sanjiv, for those of you who don't know, was the founder of Benchmark Asset Management which launched the first Index fund in India - the Niftybees ETF. Benchmark was the only AMC in India that had an indexing only philosophy and they were nothing short of revolutionaries. Benchmark was acquired by Goldman and is now a part of the Nippon Mutual Fund.

In this sweeping conversation with Anish, Sanjiv talks about:

  1. The aha moment which led him to start Benchmark AMC
  2. Early evidence about indexing
  3. His thoughts on ETF vs the mutual fund wrapper
  4. Challenges with the ETF structure
  5. His thoughts on the evolution of the Indian MF industry since his exit
  6. Have index fund fees fallen too low?
  7. Will a standalone index player be able to sustain?
  8. The base case for indexing
  9. Thoughts on smart beta, factor investing
  10. Will passive fixed income funds work in India?
  11. Thoughts on AMCs with both active and passive funds
  12. The right asset allocation
  13. The case for investing gold
  14. Are markets efficient or inefficient?
  15. On alternate fee models with performance hurdles
  16. Are Indian indices flawed?

And a whole lot more. This was a breathtakingly fascinating conversation given the sheer breadth of the topics Sanjiv spoke about.

I am on @anishteli on Twitter and do check out the Indexheads newsletter where we write about all things low-cost indexing. If you enjoyed the conversation as much as I did talking to Sanjiv, do spread the word.

  continue reading

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