DBi’s Post

Sebi’s newly proposed asset class for high risk takers looks promising, experts say Full Article Link >>> https://lnkd.in/gHngHvPU Welcome To Latest IND >> Fastest World News Jul 17, 2024 04:46 PM IST Sebi’s newly proposed asset class is aimed at bridging the gap between mutual funds and Portfolio Management Services (PMS). Capital markets regulator Sebi’s proposal for introducing a new asset class for high-risk profile investors can help them gain access to a […] . . Latest IND . . . . #trendingnews #newstrending #trendingtopicnews #lifestyle #business #news #healthylifestyle #smallbusiness #supportsmallbusiness #lifestyleblogger #luxurylifestyle #businessowner #businesswoman #smallbusinessowner #businessnews

#capitalmarkets | #mutualfunds | #SEBI : SEBI's Consultation Paper on Alternate Asset Class for Mutual Funds SEBI has released a consultation paper to allow mutual funds to create an "alternate asset class" that would bridge the gap between mutual funds (MFs) and portfolio management services (PMSs). The key points from the consultation paper are: Ticket Size and Allowed Investments The minimum ticket size for this alternate asset class is set at ₹10 lakhs. Long/short strategies and inverse ETFs are allowed as part of the investments. The ticket size cannot fall below ₹10 lakhs due to redemptions by investors at any time. The maximum exposure to a single stock is capped at 10%. Index funds and index ETFs can have up to 100% exposure. Eligibility Criteria for Mutual Funds - Mutual funds must have a minimum 3-year track record of operations and an average AUM of at least ₹10,000 crores in the last 3 years to be eligible. If the above condition is not met, the mutual fund must have a Chief Investment Officer (CIO) with a minimum of 10 years of experience and an AUM of at least ₹5,000 crores. Additionally, the fund must have a Fund Manager with a minimum of 7 years of experience and an AUM of at least ₹3,000 crores under their management. Categorization Essentially, this new alternate asset class for mutual funds can be categorized as an Alternative Investment Fund (AIF) Category 3, with a minimum ticket size of ₹10 lakhs, targeted at HNI (High Net-Worth Individuals) and UHNI (Ultra-High Net-Worth Individuals) investors.

Sebi’s newly proposed asset class for high risk takers looks promising, experts say Full Article Link >>> https://lnkd.in/gSF59X9p Welcome To Latest IND >> Fastest World News Jul 17, 2024 04:46 PM IST Sebi’s newly proposed asset class is aimed at bridging the gap between mutual funds and Portfolio Management Services (PMS). Capital markets regulator Sebi’s proposal for introducing a new asset class for high-risk profile investors can help them gain access to a […] . . Latest IND . . . . #trendingnews #newstrending #trendingtopicnews #lifestyle #business #news #healthylifestyle #smallbusiness #supportsmallbusiness #lifestyleblogger #luxurylifestyle #businessowner #businesswoman #smallbusinessowner #businessnews

The new SEBI consultation paper on “New Asset Class” and creating a structure for differentiated, higher risk strategies looks very promising. Gist: 1. New asset class that falls between mutual funds and PMS. Why? gap in the current investment spectrum, where mutual funds cater to retail investors with varying risk appetites, while PMS and alternative investment funds (AIFs) aim at more sophisticated, high-networth investors. Investment Strategies(Like Hedge fund Strategies) : Long-Short Equity Funds, Inverse ETFs/Funds for inverse index returns. Derivative exposure - Permitted. Min Amount: Rs 10 lakhs. option to choose options such as Systematic Investment Plan (SIP), Systematic Withdrawal Plan (SWP), and Systematic Transfer Plan (STP) #Investing #NewAssetClass #Sebi #Opportunity What to you think, is it a good move? Credits:

VettaFi research has something for everyone--#ETFs, #indexing, #markets, #MLPs, #robotics, #AI, #thematics in the form of research notes, podcasts, videos, media interviews, and more. See an example of some of our work in the article below!

Happy employees, happy returns! Harbor Capital Advisors, Inc.’s Kristof Gleich is making waves with the Harbor Human Capital Factor US Large Cap ETF (HAPI). With a stellar 22% YTD return and 69% since launch, HAPI has outperformed the S&P 500. Read more about #HAPI, which is powered by Irrational Capital 's #HumanCapitalFactor at Business Insider: https://lnkd.in/ebH3qi2Z #HumanCapital #ETFinvesting

It's been a wonderful busy year for us at VettaFi. * We hosted approximately 230 virtual events that were attended live by more than 60,000 people. * We ran the best #advisor conference at Exchange combining education and #community events. Another, even better will takes place in Feb '24. * We acquired top-notch index businesses behind #thematicinvesting #ETFs, helped launch some great funds and now support $30 billion in assets. * We won the Best #ETF #research award from ETF Express * We regularly connected #advisors with leading #assetmanagers about #fixedincome #equities #alternativeinvestments * And more. Learn more in the below. My thanks to VettaFi leaders Leland Clemons Tom Hendrickson Sebastian Jakob Jon Fee Laure Richmond Peter Dietrich Tom Lydon Lara Crigger Brian Coco Sarah Alexander Saleem Khan Tiffany Moseley (Mellor) Orla O'Dwyer Dave Nadig Dawn Zarcaro and so many others for making it a great '23.

Last September, LetsVenture Advisors LLP, the investment manager of LV Angel Fund, an angel fund registered with SEBI under the SEBI AIF Regulations, sought certain clarifications from SEBI under SEBI’s Informal Guidance Scheme. SEBI’s informal guidance of January 24, 2024, in response to the queries posed by LetsVenture Advisors LLP, offers some useful clarifications to angel funds on topics such as whether the five-year time limit for angel investors to invest in an angel fund can be extended, whether a follow-on investment by an angel fund has to comply with the minimum prescribed threshold for investments by angel funds and when the obligation to file a revised term-sheet arises. Read the update here: https://lnkd.in/dyZU5HjE Vinod Joseph; Paridhi Jain #ELPinsights #investment #funds #SEBI #AIF #regulations

#MCPersonalFinance | 📈 SEBI proposes a makeover for ETFs and index funds, aiming to enhance their resilience! 🔄 🚀 SEBI suggests easing this restriction for a more flexible investment landscape⏬💼📊 By Kayezad Adajania | #SEBI #ETF #Funds #Investment

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