CFA India Summit Maps Future of Quant & Alternative Investing

• CFA Society India hosted its 3rd India Alternative & Quant Investing Summit in Chennai, focusing on evolving financial markets, factor-based strategies, and technological integration.
• Alexander Rudin discussed volatility-managed strategies, emphasizing model interpretability and adjusting exposure based on market volatility for stable performance.
• Johan Palmberg presented a gold valuation model, suggesting gold is a long-term growth asset driven by global wealth, currently appearing overvalued.
• Rajesh Bhatia highlighted the rise of long-short strategies in India's new Specialised Investment Funds (SIFs) for diversification and capital protection.
• A panel discussed multi-factor portfolios, noting the long-term relevance of factors in India, challenges with data quality, and the benefits of diversification.

Why It Matters: It reveals how advanced investing strategies are shaping India's financial future.