We seem to be living in exciting times as the world is positioned for significant shifts, be it economic, technological or even demographical. As the globalized world shrinks, the corporate space will need to gird up for the future. Organizations will have to re-invent themselves more than ever to be profitable, attract talent or be… Continue reading India Inc should grow beyond “Jugaad”
Category: ESG/Sustainability
Where are the Indian ESG Funds Investing?
Last year, in May 2021, I undertook a similar analysis to understand the key investment trends of the Indian ESG mutual funds. While it is only a mere 7-8 months, I felt it would be interesting to see how the industry landscape has progressed and whether the portfolio composition or investment pattern of the funds have… Continue reading Where are the Indian ESG Funds Investing?
Is ESG the new “Quality”?
Just like in the past, how “Quality” was seamlessly integrated into the business operations, so will ESG
The Tripod for CSR
Like the stability of a tripod, CSR strategy should also apply a 3 dimensional approach.
ESG analysis of NSE 100
Last year I started this analysis and I continue to use the S&P ESG Score[1] for this analysis. The reason I select the S&P ESG Score is because it publishes the ESG scores of 97 companies of the NSE 100[2]. Compared to 2020, at the time I am doing this analysis, the NSE 100 have a… Continue reading ESG analysis of NSE 100
Skill gap – A threat to Net-Zero World
Addressing knowledge and skills gaps around climate change will be critical to achieving Net Zero. The article is an attempt to bring the desired focus to this subject
Get Serious on “Grand Talk”
The “Blah, Blah, Blah” term should start reverberating inside the board rooms as a reminder to stop indulging in greenwashing and put forth constructive efforts to combat climate change.
Now the risk scenarios need to be put on the board table; it is time business understands the serious risk they are facing. If they do not see the risks, they will be blind to the opportunity also.
ESG Risk assessment – A BRSR requirement
Globally regulators have been seeking companies to disclose on risk and now with more than ever ESG risks are impacting business, ESG risk disclosures are becoming a requirement. Following the trend, Section A, Item 24, for Business Responsibility and Sustainability Reporting (BRSR), requirement by Securities and Exchange Board of India (SEBI), stipulates that organisations present… Continue reading ESG Risk assessment – A BRSR requirement
Comparing 2 ESG ratings in India
Co-authored with Sakshi Uberoi ESG ratings are being increasingly considered in the investment screening process. This has come from the recognition that we need to adequately price the ESG risks and premiums associated with the business practices and conduct – surfacing the true market valuation of a business. A large reason for the surge in ESG… Continue reading Comparing 2 ESG ratings in India
Where are ESG Mutual Funds in India Investing?
The pandemic accelerated the demand for ESG or sustainable investing which saw a significant growth in 2020. Amidst this rise, ESG mutual funds seem to be gaining popularity with almost all the major asset management companies in India having launched an ESG Mutual fund by end of 2020. For a deeper understanding of the portfolio… Continue reading Where are ESG Mutual Funds in India Investing?