How to pick the right fund for your clients?

Mar 31, 2020

How do you differentiate between different styles adopted by portfolio managers? How do you ascertain if fund managers stick to their investment mandate and practice what they preach?

There would be many funds under one category (say multi cap) with homogeneous investment mandates. However, each fund is steered by a different fund manager with his/her own outlook and understanding of sectors and companies. One fund manager may run a concentrated portfolio of 20 stocks while other manager could run the same mandate with 40 stocks. As advisers, you need to be able to discern between both these investment styles to identify which fund is suited for your client.

Also, one needs to understand how the fund manager generated alpha. Was it by tilting portfolio towards value stocks or through investments in momentum stocks?

With a universe of close to 2,000 funds, picking the right scheme which suits your client’s goals can be daunting. Join us for a webinar to understand how to decipher fund manager styles and pick wining funds on Friday, April 3, 2020 at 4:00 PM. Kaustubh Belapurkar, Director – Manager Research, Morningstar Investment Advisers India, will show you how to evaluate and pick the right funds.

Besides, Morningstar’s experts will show you how to create, analyse and track customized client portfolios using Morningstar Advisor Workstation.

Register for the webinar here.

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