Q-IRR | Quantum Advisors

The Q India Responsible Returns Strategy (QIRR) is for investors seeking a “clean” India public equity portfolio built on globally recognized principles of Governance, Sustainability and Financial Soundness - at a low fee competitive to many non-ESG compliant, India-focused ETFs.

Since 1996, we applied our “Integrity Screen” on Indian companies - now known as “Governance”. Quantum’s Integrity Screen has helped sift out companies with questionable business and governance practices.

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.

An alternative to your ‘Dirty’ Index ETF. If you need a long-only, India portfolio which is liquid, follows a proprietary ESG score, chooses companies which are financially sound and delivers to you a ‘Clean’ India portfolio scroll below:

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Q India Responsible Returns Strategy

Liquid, proprietary ESG Scores, Financial Soundness

Integrity screen since 1996, strategy Track record since 2019; Strategy AuM: $8.8 mn
Mandate Capacity: $3 bn

Pioneers of Investing in India

Quantum Advisors, India’s first institutional equity research house, founded by Ajit Dayal in January 1990 - 18 months before the first significant economic reforms in July, 1991. Between Subbu, who joined in 1996, and Ajit, they form the longest serving India equity teams. Quantum is managing the India Value Equity Strategy since August 2000.

Partners to Global Institutional Investors

30 years of India experience, including 7 years of value investing globally - partnering with Jardine Fleming (1992-1995), Walden Nikko (1996-1999), Prolific (1996-1999) and Hansberger Global Investors (1997—2004).

Active Proprietary ‘ESG’ Research

We use Quantitative (30%) and Qualitative (70%) factors to rank companies on their overall ‘ESG. This is all done in-house using a proprietary methodology. Unlike other ESG data providers, ours is not a ‘Desk’ Research.

Passive Portfolio construction

The construction of the portfolio is based on a company’s which have a positive ESG score with broad sector guardrails. The portfolio is Valuation agnostic.

Liquid, ‘Clean’ India ESG

The portfolio will typically consist of 45 to 60 publicly listed stocks each of which must trade at least USD 1 mn per day over the past 1 year. This portfolio is thus scalable. It is a high conviction allocation on the best ‘India ESG’ companies as per our proprietary research.

Sustainable Finance Disclosure

The strategy takes a holistic view of ESG disclosures and practices of invested companies by adopting a materiality driven, best-in-class sustainability assessment using a proprietary ESG framework.

Q India Responsible Returns Strategy

The Q India Responsible Returns Strategy (Q-IRR) relies on our proprietary “Integrity Screen” as well as our principles-based, qualitative-oriented, ESG framework honed since 1996 to identify corporate governance best and worst practices.

AUM $8.8 mm, Capacity $ 3 bn, Inception Jul 2019

Explore the India Responsible Returns Strategy

Learn more about our processes and experiences in leading governance based ESG investing in India for over two decades.

Document

Meet The Team

Q-IRR Strategy In-Depth

In this discussion between Arvind Chari, Quantum's CIO talks to his colleagues Chirag Mehta - Fund Manager to Quantum AMC's ESG mutual fund. They explain the reasons India cannot be ignored in the global debate on ESG, how far it has to go in meeting legitimate aspirations of its growing population while not blowing up global emission targets and why many standardised ESG metrics do not really get behind the facades of compliance to really test the foundations underneath.