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INSIGHT HIGHLIGHT
“Shake hands but count how many fingers you get back.”
Our series on India Governance explores Quantum's insights Corporate Governance and Value Investing gained from 30 years of experience.
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"Greenflation" – a Scapegoat for Today’s Inflation
The burdens and benefits of greenflation require closer examination as the world pursues climate transition during times of inflation.
Jul 18, 20224 min read


India’s Fiscal Budget Thrust on Sustainability – Show Me The Money?
We take an accounting of the sustainability linked hits and misses in this year's Fiscal Budget.
Jun 29, 20226 min read


2022 – Year When ESG Aspiration Meet Implementation
With pressures to make ESG reporting more meaningful, we take a look at the standards, quality and coverage to come, globally and in India.
Jun 14, 20229 min read


The Ravages of War Will Not Derail ESG
The Ukraine crisis is a stark reminder that freedom, peace, and respect can't be taken for granted and puts the S in ESG in sharp attention.
Jun 10, 20224 min read


COP26 Addresses Climate Change: Q IRR Addresses Broader E, S & G
As India, and the rest of the world, gear towards a low carbon future we continue to engage portfolio companies in all aspects of E, S & G.
Nov 18, 20216 min read


Business India Climate Change Weekly With APF
Angela Rodell, CEO of Alaska Permanent Fund on climate impact and transition.
Nov 10, 202114 min read


Why Investors Need a #SaveMyWorld Allocation
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.
Nov 8, 20218 min read


China Contagion, US Exit of Afghanistan, or Fed Exiting QE?
Assessing companies for financial risk, sustainability and resilience to macro turbulence is key to our proprietary ESG investment process.
Sep 29, 20215 min read


Workforce Disclosures at Quantum Advisors
As the first Indian signatory to WDI, we apply our experience to portfolio companies to make meaningful improvements on workforce practices.
Sep 6, 20212 min read


Red skies Over India’s New Dawn
Both Indian and Chinese markets deserve to be examined as standalone asset classes and both examined closely for their ESG credentials.
Aug 23, 20216 min read


How Green is Green Energy?
We look beyond the “clean” label in responsible investing to reveal stark choices for carbon intensity and footprint.
Jul 26, 20217 min read


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.
Jun 23, 202113 min read


From ESG to EHG: Greenwashing Pitfalls in the March Towards Sustainability
Investors navigating ESG greenwashing need to be aware of practices which we refer to as EHG: Eyewash, Hogwash, and Greenwash.
Jun 21, 20217 min read


Transitioning to a Low Carbon Future
As stewards of long term capital we expect Indian corporates to lead India's transition to a low carbon future.
May 27, 20215 min read


Engagement Is the Key to ESG Success
Placing stewardship and investor interaction with management at the centre of our ESG approach is crucial to investment and risk management.
Apr 21, 20217 min read


ESG Harnessing the Power of Equal Opportunity
Gender diversity is crucial to profitability and value creation. As India ESG investors, we demand far better disclosures from companies.
Jan 15, 20213 min read


Meet the Team: India Value Strategy
Learn more about our processes and experiences in leading governance based value investing in India for over two decades.
Dec 17, 20208 min read


Meet the Team: ESG Governance Strategy
Our ESG leads discuss portfolio research & construction and their experience of ESG engagements with Indian corporates.
Nov 30, 202011 min read


ESG Indexes – A Stumbling Block for India Investors
ESG indexes are only as good as the underlying data used to construct them and are rightly under increasing investor scrutiny.
Nov 11, 20204 min read


Our ESG Scoring Process
Our ESG research framework focuses on evaluating corporate disclosures and qualitative performance that are material to operations.
Oct 12, 20203 min read
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