Biography
Hansi Mehrotra, CFA, is the founder of The Money Hans, a personal finance education blog aimed at retail investors, and founder and editor of Money Management India. Mehrotra has over 20 years of financial services industry experience, primarily in online delivery of investment research and consulting for the wealth management industry. She set up the wealth management business for Mercer’s Investment Consulting business across Asia Pacific. She also led a number of projects in India including design of the investment options for the National Pension Scheme. She holds a Bachelor of Arts degree from Delhi University, and a Graduate Diploma of Applied Finance and Investments. Mehrotra has been named TopVoice and PowerProfile on LinkedIn.
When it comes to the choice between active and passive, investors have at least three questions to consider.
Questions about whether financial service providers should design better products and sell them responsibly or consumers should take responsibility for their own purchases through financial education miss the point.
The future of capitalism depends on how well we invest, says Hansi Mehrotra, CFA.
Although a fundamentally important financial concept, modern or mean-variance portfolio theory (MPT) has been of little practical value to retail investors in their asset allocation. Hansi Mehrotra, CFA, believes it’s time to develop a more practical risk-management measure.
It is well past time to recognize the importance of mutual fund research, and to bring it into the modern era for better investor outcomes.