Strategy Spotlight
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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...
Featured Insight
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Avoid the pitfalls of corporate greenwashing in India, or as we term it, "EHG" - 'Eyewash, Hogwash and Greenwash'.
Save My World
Who will fund the world's needed response to Climate Change? An allocation of just 1% by pension funds and SWF would avert a global crisis. We call it the ‘SaveMyWorld’ investment allocation.
Quantum Advisors India
Building your India portfolio since 1990 on a foundation of ethics, integrity & disciplined investment research process.
Climate change is global, solutions need to be too.
Record breaking temperatures this year as well as historic floods have underlined the urgent need for concerted action by global asset allocators to create a 'Save My World' Bucket in their investment portfolios.
The coal and oil that fuelled growth and security may be being replaced with green energy in the West but the rest of the world will continue to rely on dirty energy. So if developing countries cannot cut back on carbon emissions quickly, gains made in richer countries will be overwhelmed by higher emissions elsewhere. Since poorer but rapidly growing countries do not have the financial resources to keep up the green energy race, climate disasters will continue to devastate the world.
To solve this global problem will require a universal solution too. The huge stock of wealth in richer countries could be tapped to redress the balance
Not just Governments but businesses, pensions, foundations and endowments could commit just 1% of their funds to invest in potential climate solutions for the developing world.
We call it the ‘SaveMyWorld’ investment allocation bucket.
Industrialisation Induced Climate Chaos
The Developed World’s consumption patterns account for around 90% of greenhouse gases emitted since the Industrial Revolution. The UN IPCC report just published pre-COP26 says we are even closer to a climate emergency than previously thought and turning this around could take centuries!
Climate Disasters Proliferate
This year’s hugely destructive droughts, deluges, floods and fires across the World are already telling us we do not have that time. Climate related disasters are global - they do not discriminate on the basis of nationality or respect borders.
Emerging Markets Fuel Global Growth
Richer countries are now racing to replace fossil fuels with renewables in the quest for GHG reduction targets. Poorer countries do not have the resources to keep up with that race, much as many are trying. This too when they also have legitimate aspirations for economic growth from their growing populations
COP26 Will Not Stop Consumption Fuelled Carbon Emissions
Your Pension Could Save The World
To solve this global problem will require a universal solution too. The huge stock of wealth in richer countries could be tapped to redress the balance
Not just Governments but businesses, pensions, foundations and endowments could commit just 1% of their funds to invest in potential climate solutions for the developing world.
We call it the ‘SaveMyWorld’ bucket and you can get involved…do not let COP26 become ‘COP out 26’.
