Q India Responsible Returns Strategy

Liquid, proprietary Integrity Screen, Financial Soundness

Integrity screen since 1996, strategy Track record since 2019; Strategy AuM: $10.8 mn
Mandate Capacity: $8 bn

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.

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 other factors of sustainability and have built a propreitary framework on evaluating Indian companies on various criteria.

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

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 Integrity Score

We use Quantitative (30%) and Qualitative (70%) factors to rank companies on their overall Integrity Score. This is all done in-house using a proprietary methodology. Unlike other 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 Integrity score with broad sector guardrails. The portfolio is Valuation agnostic.

Liquid, 'Clean' India Integrity

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 to companies with high Integrity scores based as per our proprietary research.

Sustainable Finance Disclosure

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