Underlying Asset Managers
Jaipur Asset Management believes that the best approach to investing in a fast growing economy such as India is to utilise a ‘Growth’ or ‘Growth at a Reasonable Price’ (GARP) philosophy. Simply, managers using this philosophy seek companies that are growing quickly in order to benefit from price appreciation as earnings grow. While each Underlying Asset Manager uses this broad approach, there are important differences in their processes that will lead to different performance outcomes.
Aditya Birla Sun Life Asset Management Company Pte. Ltd.
Aditya Birla Sun Life Asset Management Company Pte. Ltd. (ABSLAMC), a company incorporated under the laws of Singapore, is a wholly owned subsidiary of Aditya Birla Sun Life AMC Limited (India).
ABSLAMC is an Exempt Financial Advisor and a Capital Markets Services License holder issued by Monetary Authority of Singapore (MAS) to carry on the regulated business of Funds Management.
Aditya Birla Sun Life AMC Limited (India) is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada. The joint venture brings together the Aditya Birla Group's experience in the Indian market and Sun Life's global experience.
Aditya Birla Sun Life AMC Limited has Assets Under Management of USD 40 billion (as at 30 June 2021).
Aditya Birla Sun Life AMC Limited has one of the largest teams of research analysts in the industry, dedicated to tracking down the best companies to invest in. Aditya Birla Sun Life AMC Limited strives to provide transparent, research-based investments and wealth management services.
Aditya Birla Sun Life AMC Limited follows a long-term, fundamental research based approach to investment. The approach is to identify companies, which have excellent growth prospects and strong fundamentals. The fundamentals include the quality of the company’s management, sustainability of its business model and its competitive position, amongst other factors.
SBI Funds Management (International) Private Limited is the wholly owned and subsidiary of SBI Funds Management Private Limited (SBIFM).
SBIFM is one of the oldest and largest Indian Asset Management companies.
Operating as a joint venture between State Bank of India and AMUNDI (France), one of the world's leading funds management companies, SBIFM has Assets Under Management of USD 178 billion (as at 30 June 2021) and more than 33 years’ investment management experience.
SBIFM has historically developed a strong franchise in terms of innovation and management of equity strategies. With a 58-member investment team, one of the largest in India, SBIFM focus remains on bottom-up stock picking to generate alpha for the investors.
UTI Asset Management Company (UTI AMC) is one of India’s largest Money Managers and the leading manager of Indian Equities, Fixed Income and Private Equity.
Created in 1964 by an Act of the Indian Parliament, UTI (or Unit Trust of India as it was known earlier) has a rich history of helping many generations of Indians plan their financial futures.
With a robust investment process that has withstood the test of time, UTI AMC currently manages Assets Under Management of USD 161.53 billion (as at 30 June 2021) on behalf of more than 10 million clients. It has also been instrumental in the development of India’s Capital Market infrastructure.
Its subsidiary, UTI International, manages the offshore interests as well as the global marketing of UTI.
The Kotak ESG Opportunities Fund (Kotak ESG Scheme) is a scheme of the Kotak Mahindra Mutual Fund. Kotak Mahindra Asset Management Company Limited is the Underlying Asset Manager for the Kotak ESG Scheme and Kotak Mahindra Mutual Fund.
The Kotak ESG Scheme shall seek to generate capital appreciation by investing in a diversified portfolio of companies that follow Environmental, Social and Governance parameters. For the purpose of this scheme, such companies would be considered as falling within the ESG ambit which have prudent policy, process and practice with regard to environment, social development and corporate governance. External data providers may be used to understand ESG parameters and get scores for companies. For companies which lack such data, the Underlying Asset Manager and research analysts may engage with the company directly to seek more clarity on ESG parameters before deciding on its inclusion in the universe. The Underlying Asset Manager would be guided by ESG scores but not restrained by them and can use his discretion to decide on companies which are long term sustainable businesses with good ESG practices.
The Kotak Mahindra Mutual Fund has Assets Under Management of USD 46.23 billion (as at 30 June 2021).
pictured above: Indian Parliament, New Delhi