Koel Ghosh

Head, South Asia
S&P Dow Jones Indices
Biography

Koel Ghosh is the regional head in South Asia for S&P Dow Jones Indices (S&P DJI). Koel leads the regional commercial efforts and actively educates and advocates for passive investing. She explores new markets and works with market participants to offer suitable solutions.

Her previous experience in the asset management and financial industries add to her in-depth knowledge in that space. She contributed to the growing Indian asset management industry through her marketing and sales roles at IL&FS Mutual Fund and UTI Asset Management Company. At Thomson Reuters, she further extended her business development skills in the financial data industry.

Koel additionally heads up the business initiatives in India and serves as Chairperson of the Asia Index Private Limited (a BSE and S&P DJI venture) Board. She was recognized by AIWMI as one of the top 100 women in finance in India in 2019.

Koel is a chartered accountant and a member of the Institute of Chartered Accountants of India.

Author Archives: Koel Ghosh

Low Volatility Strategies in Times of High Volatility

The week ending March 20, 2020, marked one of the worst weeks for the Indian equities market, with the S&P BSE SENSEX witnessing record lows. The index recovered 5% to close at 29,915 (price return [PR]) on Friday, March 20, 2020, but it was still 17% down as compared with the week before, when it Read more […]

Fixed Income Indices Take the Stage as Appetite for Credit-Focused Passive Strategies Grows

There is healthy demand among global investors for reliable and transparent indices and benchmarks to gauge sector-level and overall market performance. This demand coincides with investors seeking out cost-efficient investment strategies and shifting their asset allocations to lower-cost passive or index-based products, such as exchange-traded funds (ETFs), from actively managed funds. In India alone, passive Read more […]

Risk and Reward – The Advantage of Passive Investment

Passive investment is emerging as the more viable and favorable option over active investing. Recommendations for passive investing are supported by statistics. The S&P Dow Jones Indices SPIVA® Around the World Report for year-end 2018 (see Exhibit 1) highlights the trend of benchmark indices beating active funds. Exhibit 1: SPIVA Year-End 2018 Results Source: S&P Read more […]

Start Out with Passive Investing

Professionals in varied fields are often too busy to research, plan, and understand the best investment style.  A common worry is the risk associated with equity markets.  Yet this anxiety is primarily due to myth and inadequate knowledge. To protect, add value, and grow their assets, both institutional and retail investors face a myriad of Read more […]

The Blooming of Passive Investing in India

A few years back on highlighting the benefits of passive investing or index investing; there was skepticism on its ability to get a foothold in Indian financial markets. How the tides have turned! Now, not only do we have the skeptics accepting its value, but also propagating the concept. Undoubtedly, India is still largely an Read more […]

Changes in India’s Investment Sphere – An Overview of 2018

“Change is the only constant,” as quoted by Heraclitus, a Greek philosopher. The recent assembly election results have reiterated this. We saw a leadership change at the Reserve Bank of India (RBI), with Mr. Shaktikanta Das’s appointment as the new RBI Governor, following Mr. Urjit Patel’s resignation. The financial markets have also had their fair Read more […]

Adding the “Factor Flavour” to Indexing

Many people believe that index-based investing and market beta are synonymous. With the growing popularity of index-based investing, exchange-traded funds and index funds based on market benchmarks such as the S&P BSE SENSEX, S&P BSE 100, and S&P BSE 500 are slowly gaining ground. Investors have been familiarizing themselves with market returns linked to these Read more […]

Index-Based Investing: A Simple Solution

Making a suitable investment decision among multiple options has always been a dilemma. Market-linked investment options have generally resulted in apprehensive views from conservative investors who sense that equity markets bear heavy risks. Retail investors who lack an understanding of the markets are at risk, as bull runs tend to promote participation. Index-based investing can Read more […]

Indexing With Large Caps at the Core

The end of May 2018 marked another milestone in the history of ETF growth in global markets, with the total assets in ETFs crossing USD 5 trillion. Indian ETF markets are also growing significantly. The support from the Indian government via the Employees’ Provident Fund Organisation and Department of Investment and Public Asset Management, which Read more […]

Indexing Route to Large Caps

“Trying to pick individual stocks is a trap. I can’t do it. Warren Buffett can, but hardly anyone else can beat the indexes over a long period of time.” Ben Stein The above quote is proof that Ben Stein seems to understand the merits and traits of indices and index-linked products. There is a varied Read more […]