Indian equities had a stellar 2021. Not only did the India indices post strong returns in absolute terms, India was also a clear outperformer in the relative EM space. In this interview, we talk to the Quantum Value Investing team – IV Subramaniam (Subbu) and Nilesh Shetty to understand what drove this performance and what is in store for 2022. Subbu and Nilesh also talk about the cycles of performance for Growth and Value style of investing. Nilesh looks at the economic scenario currently and juxtaposes it to the 2000-2007 period, where growth was broad-based and Value outperformed growth.

CalPERS CEO Marcie Frost speaks to Quantum Advisors' Natraj S and Chirag Mehta for Business India's Climate Change Weekly. Ms. Frost spoke of CalPERS's responsible investing initiatives from engagement with portfolio company boards on ESG and greenwashing as well as the importance of innovation in tackling climate change in emerging markets like India.

Business India - The Climate Change Weekly India is Ground Zero to Tackle Climate Change Sponsored by Quantum Advisors For decades allocators and investors have focused on financial metrics of growth in revenues and profits and the returns their external managers make on invested capital. That is changing – rapidly. Many countries have already introduced legislation forcing allocators to measure the impact of their investments on a broader metric of “Planet. People. Profit”. The 4 P’s of identifying a great manager are no longer sufficient. India and China are two large, capital hungry countries that can absorb billions in capital for potentially billions in return. While China is writing its own script, is India Future Ready to accept your capital? How is SEBI, the regulator, building the framework for an ESG compliant capital market? What are Foreign Portfolio Investors looking for? Are you ready for this new reality? How will you balance the need for Profit with the need to focus more on People and Planet? Are you Future Ready for this new complex world?

Time is Running Out For Climate Action. Climate mitigation to achieve Paris Agreement goals requires concerted action by global asset allocators and policy makers alike.

Investors navigating ESG greenwashing need to be aware of practices which we refer to as EHG: Eyewash, Hogwash, and Greenwash. Quantum Advisors has seen this coming for some time, indeed notwithstanding ESG, we have coined the moniker EHG for ‘Eyewash, Hogwash and Greenwash.’ The Quantum team explored the challenges of greenwashing with Aspida in this recent webinar.

Global investors are under-allocated to Indian capital markets and investment opportunities. India's growing economy, enduring reforms and long-term performance deserves a dedicated mandate by global asset allocators.

Q India Asset Allocation Insights: A look at Indian asset allocation as the world frets over Inflation.

As India grows, so will its carbon footprint and its share of global emissions. India will need a responsible approach to investing in order to find a solution to equitable growth while managing risks to society and the environment. ​ In this discussion between Arvind Chari, Quantum's CIO and colleagues Chirag Mehta - Fund Manager to Quantum AMC's ESG mutual fund - and Karl Karkaria who heads our proprietary ESG research team. It explains 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.