Name: ESG Core Portfolio Theme
Brand: smallcase
SKU: LTDNM_0001
Price: 222450 INR

Accelerate your wealth with curated equity baskets from Lotusdew. We are a fresh and alternative invest-tech company focused on creating AI-driven portfolios that represent the future of wealth management. We use AI/ML to build curated portfolios, leveraging our proprietary datasets and a technology-focused approach that minimizes dependence on individual expertise. Our key strengths include evaluating board governance, monitoring global institutional investor behavior, and applying deep learning to denoise equity price signals.


Nifty 100 Index

ESG Core Portfolio

ESG Core Portfolio Theme

Abhishek Banerjee

Safeguarding environmental, social and governance concerns along with share holder value creation

All companies part of Nifty 50 Index are included in the universe.

The team identifies non financial factors which affect shareholder wealth coupled with financial strength of the companies. The factors include any controversies such as tax fraud, consumer complaints, business ethics, marketing etc which will flag companies with business models that are likely to have negative impact on shareholder wealth.

The research team picks individual stocks considering a host of criteria such as&nbsp;positive ESG momentum by ranking companies based on plethora of ESG factors. Fror example, Environmental: water efficiency, toxic chemicals reduction, green buildings, ozone depleting substances, agrochemical products etc., Social: health &amp; safety, salary gap, employee satisfaction, women mangers, turnover of employees, policies towards human rights, ethical trading, whistle blower protection etc., Governance: Board compensation, audit committee board, anti-take over policy, insider dealings controversies, Board background and skills, etc.

Weights are chosen to broadly mimick sectoral weights of the Nifty 50 index.

This smallcase has a yearly rebalance schedule. Once every year, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next year

ESG Core Portfolio Theme

ESG Core Portfolio Theme

Overview

Stocks & Weights