Category Archives: Advocacy

Advocacy Related Articles

Ethics in Investment Management

Contributed by : Aneek Saha, CFA We had an interesting interaction with Shankar Jaganathan, Founder & CEO Cimplyfive and Shriram Subramaniam, Founder InGovern Research Services, on 21st November 2015 in Bengaluru on “Ethics in Investment management”. Shankar brought in the philosophical … Continue reading

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Asian Financial Statement Analysis – Detecting Financial Irregularities…

Book Review Of: Asian Financial Statement Analysis – Detecting Financial Irregularities Authors: ChinHwee Tan and Thomas R. Robinson Publisher: John Wiley & Sons. http://www.wiley.com (2014) Pages: 192 Price: INR 3065 (Kindle Edition) Reviewed by Chetan Shah, CFA In Asia it … Continue reading

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Putting Investors First…

Contributed by: Shreenivas Kunte, CFA Putting investors first is a global initiative driven by investors and CFA charter holders around the world. The purpose of this initiative is to build a culture of trust and acknowledge the commitment of financial … Continue reading

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Tri-Ratna applied to Investing: what we can learn from our culture?

By: Chetan Shah, CFA, Director, IAIP सम्यग्दर्शन-ज्ञान-चारित्राणि मोक्ष-मार्ग:| तत्वार्थसूत्र Right Faith, Right Knowledge, and Right Conduct Leads One to Moksha. Tatvartha Sutra The definition of Moksha differs across philosophies. Here it means liberation of soul from the clutches of matter … Continue reading

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Peak Event Fallacy

By Shreenivas Kunte, CFA, Adjunct Faculty – In-charge Trade/Research Lab, S.P. Jain Institute of Management & Research Call it duration neglect. Call it peak event fallacy. But about this time of the year, holidays notwithstanding, we find ourselves remembering the year gone by … Continue reading

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Profit Shifting: Cross border rope tricks

By Shreenivas Kunte, CFA, Adjunct Faculty – Incharge Trade/Research Lab, S.P. Jain Institute of Management & Research For some time now, astute tax lawyers must have been bringing a smile to Henry David Thoreau. So far corporate tax men have managed to pull … Continue reading

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Investment Tips from Bollywood…

Contributed by: Thomas Collimore, CFA, Director, Investor Education, CFA Institute, William Ortel, Frances Melville, and Kishor Bagri, CFA, Director, IAIP Can you remember the last time you stayed up late watching a movie when you should have been asleep? You … Continue reading

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