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Bridge over ocean
4 July 2019 Multimedia

Practitioners’ Insights: Portfolio Management

Swati Kulkarni, CFA and Shreenivas Kunte, CFA, CIPM

Building a portfolio of companies and other valuable assets for serving investor interest is considered by many as the holy grail of investing. Analysing, forecasting, and investing in one company is difficult enough. How does one go about investing and managing money for a group of assets? Join this webinar to get a ringside view of portfolio management from Swati Kulkarni, CFA, senior portfolio manager and executive vice president at UTI Asset Management Company Ltd.

This webinar will provide an understanding of the following:

  • Buy side research process
  • Investment styles
  • Portfolio construction techniques and investment philosophy
  • Risk management framework

This is the archived version of a live webinar that took place on 4 July 2019.