Yield compression from passive mix shift
Increasing share of passive AUM could compress blended yields, though management expects impact to be muted.
Computer Age Management · Material risks, their source context, and severity in the latest available quarter.
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Increasing share of passive AUM could compress blended yields, though management expects impact to be muted.
AMCs facing 3-5 bps impact from new regulations may seek to pass on costs to RTAs, though management sees limited risk.
A 20% industry-wide KYC price cut effective April 1 could reduce K revenue by ~8 Cr, partially offset by growth.
If CKYC subsumes KYC, the K business model may face structural changes, though management sees it as a gradual process.