Investment process
Driven by science, not emotions
Asset allocation based on evaluation of indicators and trends
Macro Fixed Income
Absolute G Sec Yields, Spreads, US Fed 10 Year vs. INR 10 Year, GDP growth, Inflation
Equity
Price to Earnings PE, Price to Book PB, Yield Gap, Market Cap to GDP, Earnings Momentum
Alternative
Real Estate Inventory, Distressed Credit indicators, Gold
Tactical Overlay driven by high-frequency data and technical indicators
Relative overweight underweight decisionexperts,
“When to Sell” decisions
Investment manager, product selection
Safeguarding your portfolio
Macro economic risks
- Risks that impact the economy
Approach
- Strategic and tactical allocation
- Rigorously back tested Model Portfolios. “When to sell” calls
Micro risks
- Security issuer level risks
- Credit
- Governance
- Portfolio manager related
Approach
- Extensive Research coverage
- Early warning signals: monitoring of issuers, securities
- Manager interaction and market information
Portfolio level risks
- Allocation
- Liquidity
- Credit qualitymarket cap
- Volatility
Approach
- Adherence to guidelines in the investment policy statement IPS
- Advice on hedging
Active monitoring of your portfolio
On demand access to detailed portfolio holding reports and analytics

Investment Policy Statement driven monitoring based on specified limits across parameters
- Asset Class and product category exposure
- Security level, issuer level & Manager level exposure
- Market Cap & Credit Exposure
- Portfolio liquidity
Find out more about Nuvama Infinity
(Formerly Edelweiss Infinity)