Guide to Robust Fund Selection

Presented by

Kaustubh Belapurkar, Director of Manager Research, Morningstar Investment Adviser India Pvt. Ltd.

About this talk

While it is acknowledged that Asset Allocation plays a major role in shaping investor portfolios, fund selection plays an equally important role in ensuring the portfolio objectives are achieved. Fund selection is neither pure science nor purely an art. The answer lies somewhere in between. Building a robust fund selection framework through a rigorous quantitative shortlisting tool must be augmented with a thorough qualitative analysis to pick funds. In this Webinar we will discuss the various facets of fund selection •Building quantitative fund selection models to evaluate and shortlist funds using various parameters based on risk-return, portfolio diversity, liquidity, credit, etc •Evaluating funds for assessing their inherent management style and consistency with which the process has been applied •Understanding Performance Attribution & Factor Profiles of funds •Achieving true diversification in portfolios

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