Practical analysis for investment professionals

Hansi Mehrotra, CFA

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4 Posts

Biography

Hansi Mehrotra, CFA, is the founder of The Money Hans, a personal finance education blog aimed at retail investors. 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.

Author's Posts
Buyer Beware vs. Seller Beware

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.

Is Fund Research Capitalism’s Weakest Link?

The future of capitalism depends on how well we invest, says Hansi Mehrotra, CFA.

Has Goals-Based Investing Ruined Modern Portfolio Theory (MPT)?

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.

Why Good Mutual Fund Research Is Hard to Find

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.



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