Name: Socially Responsible Investing
Brand: smallcase
SKU: RUPEMO_0001
Price: 76764 INR

Rupeeting is an investment manager with a singular objective - to grow your money over the long term. We help turn your investments, no matter how small into your dream, no matter how big.

We recognise that "Rupee" is different for everyone; and that's where we come in. We offer a diverse set of investment opportunities for you to make the most of your money.

We follow time-tested investment strategies and apply expertise to invest your money at the right places. We don't just invest your money, we also explain everything we do. Our clients get courtside seats so they see their hard-earned money grow first-hand.

Nifty 500 Index

Socially Responsible Investing

Sagar Lele

Low climate impact, high social impact and strong governance standards.

The universe includes companies that1. Are listed on the National Stock Exchange2. Have a low carbon footprint (example - IT companies)3. Are part of a larger climate-friendly initiative (example - manufacturing of glass bottles)4. Are not from socially damaging sectors (example - alcohol, cigarettes and gambling)5. Intentionally or unintentionally create a larger social impact (example - affordable insurance with responsible settlement policies)6. Have strong governance standards (example - friendly employee policies, focus on labour safety)7. Can potentially improve their overall ESG ratings

The team does in-depth research to ensure that two key pillars are in place<ol><li>Companies fit into our stringent investment framework on the following parameters - industry tailwinds, business model, financial performance, earnings growth, valuation re-rating potential, and</li><li>Companies fulfil multiple ESG-related criteria - low carbon footprint, climate initiatives, prudent waste management, worker safety, contribution to environmental initiatives, enablement of a larger social cause, customer-friendliness, suitable employee policies, strong governance standards, among others.</li></ol>

smallcases are checked for historical outperformance to ensure that only consistently outperforming strategies are selected

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>Management quality and vision</li><li>Theme exposure, revenues and earnings visibility</li></ul>

This smallcase will be rebalanced on an as-needed basis

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

Socially Responsible Investing

Socially Responsible Investing

Overview

Stocks & Weights