MOSL: Morning India (12/June/17)-1. Sustainability (Thematic)-Expanding horizons 2. Zensar Technologies 3. Oil & Gas 4. Tata Motors
​MOrning India (12/June/17): 1. Sustainability (Thematic): Expanding horizons; 2. Zensar Technologies; 3. Oil & Gas; 4. Tata Motors
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Sustainability: Expanding horizons; Applying sustainability metrics to investment decisions
Investors are increasingly integrating 'sustainability' into their investment decisions. Global sustainable and responsible investment (SRI) assets have grown at a CAGR (FY12-16) of 15% to reach USD23t, accounting for 26% of total professionally managed assets.
What began as a risk management tool - measured in terms of environment, social, and governance (ESG) parameters - has also proved to be a sound investment strategy, with global ESG indices outperforming the respective benchmark indices over the last seven years.
In India, sustainable investing is at a nascent stage; however, 62% of the Nifty 50 companies voluntarily release their sustainability reports. Against this backdrop, we believe that SRI-based investing in India should pick up over the medium term.
Our analysis based on ESG materiality matrix-centered KPI highlights that in the Indian context, companies in cement, oil and gas, power and metals are more exposed to sustainability-related risks, while those in banks, IT, and FMCG sectors are relatively well placed.
Motilal Oswal Financial Services Ltd. is a reputed name in Financial Services and Online Trading with group companies providing services such as Private Wealth Management, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency Broking, Principal Strategies & Home Finance.
Motilal Oswal Securities is a group company of Motilal Oswal Financial Service Limited which started as a stock trading company and has blossomed into well diversified firm offering a range of financial products and services. Motilal Oswal has built a reputation as the source for best stock trading company and this has taken a wealth of experience, knowledge and expertise, constantly working in tandem, over the years.
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