ValueNotes in the news
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- The Sauce, Apr-13 |
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- SustaiNuance, Mar-13 |
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- Outlook Money, Mar-13 |
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Chief Investment Officer / Fund Manager
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Invest with your eyes open
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- Do limited in-house resources result in inadequate due diligence on your target?
- Is lack of on-the-ground presence impeding returns on Indian investments?
- Would you like independent research to validate your investment hypothesis?
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| ValueNotes has provided custom research and analytic support to fund managers across asset classes/types of funds. We have worked with mutual fund managers, private equity partners and venture capitalists.We have assisted these investors in valuing companies, target selection, due diligence, industry research and hypothesis validation. Our wide ranging business research capabilities and industry knowledge, complement our financial analysis skills in helping investors and fund managers generate better returns. |
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- An independent and unbiased assessment of potential investments , across sectors in India
- Our due diligence services help minimize partnership or transaction risks, particularly in riskier emerging markets like India
- Our M&A intelligence services can identify and short-list suitable targets aligned to your investment strategy
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| A few instances where ValueNotes has helped CIOs or fund managers in improving returns on their portfolios: |
Statistical analysis to gauge the effectiveness of portfolio allocation strategies
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The methodology included back testing portfolio modelling and allocation strategies of a major international fund manager for its effectiveness in delivering the best relative returns. Statistical methods used included Spearman's rank correlation, standard deviation, and co-efficient of variation. The analysis was used to comment on the stock rating policy employed by the client and the extent of correlation between stock performance and ranking/rating. |
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Analyzed tax implications of Chinese investments
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Our client had significant holdings in Chinese companies (listed and un-listed) that have a significant portion of their assets in real estate. The analysis involved evaluating if immovable property assets were within specified limits. Required interpretation and translation services for Annual Reports published in Chinese . |
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Strategy research on infrastructure for an asset management company
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Detailed the level of infrastructure development in energy, transportation, water and sanitation in targeted regions of Africa, US, Europe, UK and the Asia Pacific. Our research outlined the mode of infrastructure investments and highlighted the degree of private sector participation in funding core infrastructure projects. |
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Benchmarking of Liability Driven Investment (LDI) techniques in insurance
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We studied defined benefit pension & life insurance plans in the UK and US, their ALM (asset liability management) strategies with a specific focus on LDI (liability driven investment). The report covered each plan’s specific asset allocation strategy, and its approach to LDI |
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Analysis of an Indian realty fund for potential investment by a global property fund
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Analysis to assess investment yield potential of an Indian realty fund for an international property fund. Our report analyzed the quality of underlying real estate assets, efficiency of tax structure and perceived risks from an "ears on the ground" perspective and cash flow projections to assess projected yields. |
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