India Deserves a Dedicated Investment Mandate
International long-term investors such as pension funds are grossly under-allocated to India compared to the global opportunity asset pool.
Ajit Dayal, founder and member of the portfolio team, founder Quantum in 1990...
Avoid the pitfalls of corporate greenwashing in India, or as we term it, "EHG" - 'Eyewash, Hogwash and Greenwash'.
Quantum is building an institution, not just launching funds
Our Principles for Investing
Investors assume increased risk when investing in India – Quantum is there to analyze, control and monitor that risk, not increase it
Quantum aims to consistently make money for its clients over longer time horizons without taking undue risks
We invest using principles – Value, Integrity, Transparency
The success of any enterprise rests on the character and values of the people who start it and is sustained by transferring those values effectively
Quantum is an asset manager and not an asset gatherer
"Institutional investors are finally talking about the triple P - the Planet, the People and Profit"
As an investment firm, our mandate is to invest the capital of our clients for sensible long term returns without taking undue risks. It has been over 25 years since Quantum Advisors and its founders included a "governance" factor when investing in companies. This is the "G" in "ESG". We call this the Integrity Screen.
In 2015, we started to focus on the other two factors (Environment and Social) and have built a proprietary framework on evaluating Indian companies on various ESG criteria.
Integrity Screen : Shake hands but count how many fingers you get back
In 1996, stung by experience, we initiated what we called the ‘Integrity Screen’ as a filter for our investments. A conscious decision to avoid investing in companies with suspect corporate governance. No matter how large they were. No matter how much weight they had in the index. No matter how much important they were.
We called it “shake the hands and count your fingers back” – a test of treatment of minority shareholders.
If they did not pass this test, we will avoid investing in those names.
The integrity screen is what we believe is called the ‘G’ – Governance in “ESG”.
India's Too Big to Ignore in Battling Climate Change
“Without adequate and directed investments... India is likely to blow a big hole in the 55 billion tons emissions Paris Accord target by 2030.”
The India Impact Challenge by UNC Kenan Flagler Business School powered by Quantum Advisors motivates students from around the world to devise innovative investment strategies that will facilitate equitable growth, while limiting greenhouse gas emissions.