Q India Responsible Returns Strategy

Liquid, proprietary Integrity Screen, Financial Soundness
Integrity screen since 1996, strategy Track record since 2019; Strategy AuM: $9.7 mn
Mandate Capacity: $5 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 - 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.
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.

Read more on SFDR >

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 $9.7 Mn, Capacity $5 Bn

Explore the Strategy

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

Responsible Investing Insights

Quantum Advisors India Logo
Building your India portfolio since 1990 on a foundation of ethics, integrity & disciplined investment research process.
LinkedIn follow button
Important Disclosure: Quantum Advisors provides a direct onboarding option to clients who wish to avail our services, without intermediation of persons engaged in distribution services.

Quantum Advisors Private Limited

CIN: U65990MH1990PTC055279

SEBI PMS Reg. No.: INP000000187

Registered Office

1st Floor, Apeejay House, 
3 Dinshaw Vachha Road, Backbay Reclamation, 
Churchgate, Mumbai 400020, India

Tel: +91-22-6144 7900 / 22830322

Fax : 91-22-2285 4318

Email: [email protected]

In case of any grievance/complaint, you may contact Mr. Piyush Thakkar, Chief Executive Officer at [email protected]. Investor can initiate dispute resolution by harnessing online conciliation and/or online arbitration through Online Dispute Resolution (ODR) portal SMARTODR.  To know more about grievance redressal mechanism click here.  

Learn more about our strategies, insights and investment process
Our affiliates:

Q India (UK) Limited
14th Floor, 33 Cavendish Square, London W1G 0PW (U.K.)

Sam Tully
Head - Business Development
UK: +44 7818 408526

Roger Mortimer
Head - Business Development
EU: +44 7947 242769

Q India Corp.
New York (U.S.A.)

Kevin Heller
Head - Business Development
US: +1 516 480-3679

© 2024 Quantum Advisors India

Contact us to learn more about our strategies, insights and investment process.