Read the complete report
Stay updated
Recommended Posts
-
- Mumbai 30 Jun 2022
Motilal Oswal AMC Announces Launch Of Motilal Oswal Ethical Strategy
MotilalOswal AMC announces launch of Motilal Oswal Ethical Strategy
Mumbai, 29 June 2022: Motilal Oswal AMC has announced the launch ofan Ethics focused PMS strategy ‘Motilal Oswal Ethical Strategy’. This marks thelaunch of first of its kind Ethics focused PMS Strategy.
As a concept, ethical investment follows risk sharing principle thatprotects parties and in turn society, from questionable social and financialpractices. Also, the strategy selects businesses with low debt ratio as interest bearing transactionsare limited under the ethical businesses guidelines.
This strategy draws multiple parallels with ESG Investing due to itsfoundation of promoting social responsibility and value creation with anadditional layer of balance sheet screening and low leverage.
Motilal Oswal Ethical Strategy is for the communities and people whowish to invest into markets via only the ethical route as per theirsentimental, religious or conscious beliefs. People from Jain, Muslim and othercommunities may consider this PMS to choose their path of equity investing.
Motilal Oswal Ethical Strategy takes investments from Rs. 50 lakhsonwards as per PMS regulatory guidelines.
Vaibhav Agrawal, PortfolioManager, Motilal Oswal Asset Management Company Ltd. said, “MotilalOswal AMC is the only fund house in India with a documented investment processof QGLP. In order to further bring financial inclusivity in India, funds withnew investment concepts needs to be launched in the country. As a pioneer inthe industry, we aim to institutionalize the concept of ethical investing in thecountry and thus, launched the Motilal Oswal Ethical Strategy.”
Vaibhav Agrawal further added, “The companies that indulge in the business of alcohol, Tobacco,Gambling, Gold and silver trading, banking and financials, Pork/Non veg relatedbusinesses, Advertising/Media & Entertainment/Pornography are excluded.These industries may not fall within the parameters of ethical investing forsome communities and would not be appropriate investments for observantcommunity investors.”
Key points for this strategy tobe noted
- Strategy well positioned to cater to community investment guidelineseg: Muslims & Jains
- Segments, which have a negative societal opinion, are naturally avoided(tobacco, alcohol, gambling, inappropriate media etc.)
- Motilal Oswal Group’s QGLP process is the base of stock selection forthis strategy.
About Motilal Oswal Asset Management Company:
MotilalOswal Asset Management Company Ltd. (MOAMC) is a public limited companyincorporated under the Companies Act, 1956 on November 14, 2008, having itsRegistered Office at 10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai - 400025.
The AMC is also registered with SEBI under SEBI(Portfolio Managers) Regulations, 1993 as Portfolio Manager vide RegistrationNo. INP000000670. There is no conflict of interest between the activity ofmanaging the schemes of Motilal Oswal Mutual Fund and the activity of PortfolioManagement Services.
MOAMC is in PMS business with over 17 years of track record.
Motilal Oswal Asset Management Companies follows QGLP (Q-Quality,G-Growth, L-longevity at P-fair price) process invented by Mr Raamdeo Agrawal,Co-Founder of Motilal Oswal Group. MOAMC has a unique investment philosophy,‘Buy Right; Sit Tight’ which means buying quality companies at a reasonableprice and Sit Tight to ride their growth cycle for a long period of time.
Disclaimer link - http://www.motilaloswalmf.com/emailers/2022/Link_Image/Ethical_Strategy_Disclaimer.pdf
For further details contact:
Rohini Kute
Head, Corporate Communication,
Motilal Oswal Financial Services