Esg Mutual Fund PowerPoint PPT Presentations

Investors are fast evolving to make ESG factors (Environment, Social and Governance) a part of their portfolio. ESG aims to achieve the triple bottom line that is good for the people, planet and profits. It is a framework for analyzing companies and assessing how well they compare to their peers in terms of performance against these metrics. While screening companies, the Quantum India ESG Equity Fund subjectively evaluates more than 200 parameters across the Environment, Social and Governance domains.

Out of the universe of equity funds, how does an investor select a good diversified portfolio of equity schemes? Leave the fund selection and portfolio diversification to the fund manager of Quantum Equity Fund of Funds that has underlying investments in well-researched diversified equity funds of third party equity mutual fund schemes. www.Quantumamc.com

Find out what ESG stands for and what relevance does it play for your equity portfolio? Find out how the Quantum India ESG Equity Fund filters companies based on the proprietary ESG scoring methodology. Explore how the portfolio is constructed. www.Quantumamc.com

What is the full form of ESG? ESG investing is also called sustainable investing. ESG Mutual Fund is a category of Equity Mutual Fund that invests in companies following the ESG (Environmental, Social and Governance) parameters. Understand the scoring methodology used for the Quantum India Equity ESG Fund and how does it perform in comparison to the Equity Indices. Website: www.Quantumamc.com

Quantum India ESG Equity Fund is a thematic fund that filters stock based on the ESG parameters that is Environmental, Social and Governance. Understand the evolution of the mutual fund, our ESG screening criteria and portfolio construction process.

If you are looking to simplify the process of equity mutual fund selection and portfolio management, you can look at a Fund of Funds that invests in other mutual funds selected after thorough quantitative and qualitative parameters. This allows investors the flexibility of managing and tracking just one NAV and one mutual fund. www.Quantumamc.com

This fund is designed especially for those who are looking to simplify asset allocation across the three asset classes of equity, debt and gold. This fund can give you a diversified and balanced portfolio allocation while limiting downside risks compared to an equity fund. Explore the process behind the dynamic asset allocation and how does the Quantum Multi Asset Fund of Funds scheme performance compare to traditional saving instruments. www.Quantumamc.com

Understand the importance of asset allocation to achieve your goals and mitigate your downside risk. Invest in a Fund of Funds that allows to balance your portfolio across three assets such as Equity, Debt and Gold. Learn more about the Quantum Multi Asset Fund of Funds portfolio construction process and the performance of the fund versus traditional investment options such as a fixed deposit. www.Quantumamc.com

Low FD rates are likely to stay, Here's what you can do! Speaker: Chirag Mehta, Senior Fund Manager, Alternative Investments

Building your equity portfolio can be cumbersome. There is the risk of selecting the wrong equity mutual fund from the plethora of options. This is where the Fund of Funds come to the rescue, offering a diversified portfolio of large cap and mid cap funds. Learn more about the quantitative and qualitative criteria involved in the Quantum Equity Fund of Funds portfolio construction process. Website: www.Quantumamc.com

Equity Mutual Funds are an excellent choice for those investors that don’t have the time or inclination to pick out stocks. With benefits that include built-in diversification, professional research and management and cost-efficient investment, one can’t go wrong. But there are 44 Mutual Fund houses and approximately 500 equity mutual fund schemes out there. So how do you weigh the pros and cons before making your choice? Quantum Equity Fund of Fund is a basket of diversified Equity Funds with a 3-Yr track record. Find out how we select mutual funds.

Quantum Equity Fund of Fund is an open ended value oriented diversified equity fund of funds that invests in other equity funds of varying market cap and sectors. Explore the quantitative and qualitative selection criteria that goes into selection of the fund.

To choose between investing & sustainable investing for achieving your financial goals has now become convenient via Quantum India ESG Equity Fund. ESG methodology can generate risk adjusted returns and helps you invest in companies which are sustainable in nature.

Quantum Long Term Equity Value Fund is the flagship mutual fund of Quantum Mutual Fund and was first of its kind established in 2006. The Mutual Fund follows the Value style of investing giving potential for earning high growth and returns over the long term. Learn more about the fund’s investment process and the bottom-up stock selection process. www.Quantumamc.com

Quantum Long Term Equity Value Fund is the flagship mutual fund of Quantum Mutual Fund. The Mutual Fund follows the Value style of investing giving potential for risk-adjusted returns over the long term. Learn more about the fund’s investment process and the bottom-up stock selection process. For product label please click the following link: https://www.quantumamc.com/Product-Label/QLTEVF.jpg

Quantum Long Term Equity Value Fund is the flagship mutual fund for Quantum Mutual Fund and was first of its kind established in 2006. The Mutual Fund follows the Value style of investing giving potential for earning high growth and returns over the long term. Learn more about the fund’s investment style and investment process.

Join Chirag Mehta, Sr. Fund Manager, Alternative Investments and Sneha Joshi, Assistant Fund Manager, Quantum India ESG Equity Fund, as they take you through ESG (Environmental, Social and Governance) Investing and how has it gained popularity since its evolution, especially during the pandemic. It illustrates how sustainability and profitability are complementary through its performance in comparison to standard equity indices. The webinar also highlights the challenges in rating standardization and what is the portfolio construction process used for Quantum India ESG Equity Fund. www.Quantumamc.com

Investors, who do not have the time, inclination or expertise to directly invest in stocks, choose mutual funds as a way to invest in equities. But with the vast number and variety of mutual fund schemes in the market these days, choosing a scheme itself has ironically become a complex task.

ELSS (Equity Linked Savings Scheme) is a diversified open ended equity mutual fund that offer you dual benefits of tax savings upto Rs 46,800 u/s 80C and capital appreciation over the long term, due to the underlying equity component. Learn about Quantum Tax Saving Fund (ELSS) stock picking and portfolio construction process. Website: www.Quantumamc.com

Discover the need for Gold in one’s portfolio and explore efficient financial forms of investing in Gold with Quantum Gold Fund ETF and Quantum Gold Saving Fund compared with other forms of gold investment. www.Quantumamc.com

Explore the investment philosophy and process used for Quantum fixed income products. Find answers to fund and research objective & portfolio construction process used for the Quantum Liquid Fund and Quantum Dynamic Bond Fund. www.Quantumamc.com

Learn everything about ETFs, types, benefits and features of ETF and how does ETF compare with an Index Fund? www.Quantumamc.com

Find out how the Quantum tax saving fund portfolio is constructed using the value investing style. Learn about the advantages of investing in this fund and lots more. www.Quantumamc.com

Why add Gold to your portfolio? How does physical Gold compare with Financial Gold? How does Gold ETF compare with Sovereign Gold Bonds? What is the Quantum Gold Fund ETF and how does it perform? Find answers to all of these questions and more. Website: www.Quantumamc.com

What are the types of Fixed Income investments? What is the macro and micro analysis during the investment process? What are the fund objectives? Learn more about Quantum Liquid Fund and Quantum Dynamic Bond Fund.

What are the different types of hybrid funds and do they stay true to label, or are they biased towards equities? Through this presentation, find details about a mutual fund that diversifies across asset classes of equity, debt and gold and manages market ups & downs. www.Quantumamc.com

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Find out the investment criteria and process followed for Quantum’s flagship Fund – Quantum Long Term Equity Value Fund. Explore the portfolio construction and how is it tuned to capture the benefits of the long-term India growth story. www.Quantumamc.com

Quantum Tax Saving Fund is an Equity Linked Savings Scheme (ELSS) that offers twin benefits of tax savings and opportunity to build wealth by investing in equities for the long term. It comes with a lock-in period of three years. Explore the benefits of investing in this fund.

Quantum Tax Saving Fund is an ELSS (Equity Linked Savings Scheme) that allows you to save tax u/s 80 C and also build wealth due its equity component. This mutual fund follows the value investing strategy since its inception in Dec 2008. Know more about our stock selection and portfolio construction process.

What is asset allocation? What are the benefits of diversification? How do mutual funds work? Why invest with a mutual fund? Find answers to all of these questions and more. Website: www.Quantumamc.com

Debt outlook and Asset Allocation: Through this PowerPoint deck, explore insights into Fixed Income and Equity regarding the variables driving current market situation and the outlook for 2022 that will impact mutual fund investments. www.Quantumamc.com

Quantum Tax Saving Fund is an ELSS (Equity Linked Savings Scheme) that allows you to save tax u/s 80C and create wealth over the long term. ELSS mutual fund has the shortest lock-in period of 3 years. Find answers into the portfolio construction process used for the Quantum Tax Saving Fund and the performance as of June 2021. www.Quantumamc.com

Sharp Asset Management Inc. is an independent portfolio management firm that is 100% owner operated. We are not affiliated with any financial institution, securities firm, or mutual fund company. As a result, our investment decisions are unbiased. We also do not earn any commissions or fees on investments we choose on behalf of our clients. Instead, our efforts are completely focused on achieving the investment objectives for each client. All of our investment counsellors are chartered financial analysts, the highest level of achievement, and have over 10 years of experience managing portfolios. To learn more about investing with Sharp Asset Management, contact us today.

How are the macro-economic factors likely to pan out in the future and what does it mean for India? What are the criteria to select a good mutual fund house? Why diversification is important? Find answers to these questions and much more.

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The Covid-19 crisis in India has been one of the worst the country has ever seen. Amidst this turmoil, investors are also questioning the future of their financial wellbeing. Join Chirag, Sr. Manager, Alternative Investments and Sorbh Gupta, Fund Manager, Equity, Quantum Mutual Fund as they dive deep into the asset class outlook and explain if equities are the right place to invest in during the ongoing pandemic. They will also highlight alternative investment avenues to park your money during these uncertain times. In this webinar Chirag & Sorbh will answer questions such as how will the second wave of Covid-19 impact economic recovery, what asset allocation could you consider for uncertain times like this, is the Indian stock market immune to the Covid-19 surge?

If you are looking to simplify your fund selection process, you could opt for a fund of funds that invest in other equity funds. Get details into how the fund portfolio selection process takes place after qualitative and quantitative research. In addition, this fund offers investors the flexibility of managing and tracking just one NAV and one mutual fund. www.Quantumamc.com

Understand what are Fixed Income investments such as liquid fund and dynamic bond fund. Also get details into the fund objective and the process of investment.

Understand the underlying portfolio composition of fixed income investments such as liquid funds and dynamic bond funds. Also, get details into the fund objective and the process of investment www.Quantumamc.com

Quantum Multi Asset Fund of Funds: Understand the portfolio construction process followed with Quantum Multi Asset Fund of Funds. Since ideal allocation is not static, this fund allows you to simplify the asset allocation process. The fund manager dynamically allocates between equity, debt and gold depending on the market conditions. See how it compares to a fixed deposit. www.Quantumamc.com

Quantum Multi Asset Fund of Funds helps simplify the asset allocation process by investing in three asset classes such as equity, debt and gold. The fund manager dynamically allocates between different assets depending on the market conditions. See how it compares to other modes of investments.

Want to diversify your portfolio by investing in the three asset classes of Equity, Debt and Gold? Already have a diverfied porfolio, but wondering how to rebalance it? Have too many investments across all these asset classes and are looking to consolidate? The Quantum Multi Asset Fund of Funds (QMAFOF) is the answer to all the above questions.

Quantum Tax Saving Scheme is an open-ended diversified ELSS (Equity Linked Savings Scheme) that offer you dual benefits of tax savings and capital appreciation over the long term, due to the underlying equity component. Learn about Quantum Tax Saving Fund stock picking and portfolio construction process. www.Quantumamc.com

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Understand your Savings, What are your financial goals, Put a number to it and priorities

Asset allocation is not mere diversification. It is regularly reviewing & rebalancing your portfolio according to current market conditions. A prudent asset allocation helps you makes the most of your money in the long-run. Know all about prudent financial planning with asset allocation.

Find out how to invest in Fixed Income Investments. How it can help investors to preserve capital, create liquidity to shore as an emergency corpus and earn sensible returns.

Through this deck, find how to navigate uncertainty with prudent asset allocation by dividing investments across equity, debt and gold asset classes to help achieve your goals and minimize downside risks www.quantumamc.com

What are the hits and misses of the Union Budget 2022-23? What is the impact on asset outlook for equity, debt and gold? Explore answers to these questions from the webinar deck on ‘Decoding the budget and its impact on your investments’ sharing valuable insights and outlook for the new financial year. www.Quantumamc.com

3 Assets, 1 Outlook – A Year-End Panel Discussion: Find answers to your concerns around uncertainty surrounding Omicron and inflation and take a deep dive into the macro-economic trends that are set to shape the investment landscape in 2022. It also highlights the Asset Outlook for Equities, Fixed Income and Gold and expectations for 2022.

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