Future Ready Investment Strategies
1. b) Investment Management Process
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Equity Investment Process
Investment Process
• In house research team
• Proprietary framework – qualitative & quantitative
• Portfolio Construction
Diversity
.
Diversity of styles with discipline
• Bound by the Investment process
• Risk guidelines
Team Culture
•
Experienced and Professional team
Emphasis on collaboration
• Interactive process - formal and informal
Performance Measurement
• Based on performance of fund against benchmark
and peers over different time periods
Gill
チ
Fixed Income Investment Process
Approach
Key objective is yield and duration management
• Achieved through combination of top-down and
bottom-up approaches
Research Process
• Considers both qualitative and quantitative
factors, proprietary ratings and research
methodologies
• Arrives at a universe of issuers in which to invest
Construct
• Portfolio constructed in the light of investment
objectives and investment strategies
• Emphasis on risk, diversification and performance
DE Review
• Comprehensive review mechanism with rigorous
monitoring
• Supports investment decisions of fund managers
Endeavour to deliver industry leading performance
18
uti
UTI Mutual Fund
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