Name: ESG Core Portfolio
Brand: smallcase
SKU: LTDNM_0001
Price: 132922 INR

This portfolio is not available for US persons, including US citizens and residents.  The portfolio represented herein is available only to Indian residents.  For US persons, please refer to the LotusDew website: www.lotusdew.co

Lotusdew is a DIPP recognized wealth tech company under Startup India Program (DIPP38086). We use big data and machine learning to extract investment ideas from broad regulatory disclosures. We provide quantitative investment management, asset allocation and portfolio construction advise based on our proprietary models.


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Nifty 100 Index

ESG Core Portfolio

Abhishek Banerjee

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

All companies part of Nifty 50 Index.This smallcase comprises of stocks which have positive ESG momentum within Nifty50 stocks. We rank companies based on plethora of ESG factors as below,Environmental : To name a few companies are ranked based on water efficiency, toxic chemicals reduction, green buildings, ozone depleting substances, agrochemical products etc,.Social : Companies are ranked based on health &amp; safety, salary gap, employee satisfaction, women mangers, turnover of employees, policies towards human rights, ethical trading, whistle blower protection etc,.Governance : We rank companies based on the parameters like Board compensation, audit committee board, anti- take over policy, insider dealings controversies, Board background and skills and the list goes on. This portfolio is not available for US persons, including US citizens and residents.&nbsp;The portfolio represented herein is available only to Indian residents.&nbsp;For US persons, please refer to the LotusDew website: <a href="http://www.lotusdew.com/" rel="noopener noreferrer" target="_blank">www.lotusdew.com</a>

We have been diligent in identifying stocks with positive ESG momentum within NIfty50 stocks along with strong financial performance. Research shows that ESG factors are used to identify potential non financial risks and to achieve long term financial performance.

In the last 11 months i.e. since Jan'19 our back tested results have shown that ESG smallcase has outperformed Nifty50 55% of the times and CY19 ESG smallcase has generated an alpha of 2%.

The research team does individual stock picking after going through company reports and financials and decides on a host of qualitative and quantitative parameters to be considered while screening stocks for the respective strategy

Following parameters are considered while assigning weights to stocks in this smallcases<ul><li>Market capitalization</li><li>ESG factors score</li><li>Management quality and vision</li><li>Theme exposure, revenues and earnings visibility</li></ul>

This smallcase has a yearly rebalance schedule. Once every year, the research team reviews this smallcase to add or drop stock/ETFs, if applicable

The final screened stocks are then weighted according to the selected asset allocation algorithm

ESG Core Portfolio

ESG Core Portfolio

Overview

Stocks & Weights