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Kumar Neeraj

Kumar Neeraj
Executive Director, MSCI Research

About the Contributor

Kumar Neeraj is a member of the new product research team at MSCI and is responsible for producing research that focusses on new MSCI Index products. Prior to MSCI, Neeraj worked at Credit Suisse in Prime Services where he was responsible for analysing hedge fund portfolios. Neeraj holds an MBA degree in Finance from the Indian School of Business and a Bachelor of Science degree in Marine Engineering.

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Contributions by Kumar Neeraj

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  1. BLOG

    A Thematic Lens for Portfolios 

    Dec 17, 2020 Stuart Doole , Kumar Neeraj , Vishad Bhalodia

    Global Investing

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    We show how MSCI Thematic Exposure relevance scores helped position growth funds, as an example, alongside thematic funds, and highlighted key megatrends that drove performance. A thematic lens can help analyze other categories and strategies as well.

  2. BLOG

    China Tech Investing: An Indexed Approach 

    Dec 2, 2020 Wei Xu , Kumar Neeraj , Devika Ghate

    Global Investing

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    China’s emergence as a tech leader holds great potential. But its technology value chain isn’t limited to IT firms. Opportunity lies across sectors, from electric vehicles to medical devices. How does one effectively gain exposure?  

  3. PAPER

    Aligning Portfolios with the Paris Agreement 

    Oct 26, 2020 Stuart Doole , Kumar Neeraj , Véronique Menou

    Investing (Investment Management)

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    The pressure on institutional investors to act on climate change and demonstrate its influence on their decision-making and portfolio construction continues to grow. Increasingly, the focus is on the alignment of client investment strategies with the decarbonization pathways required to deliver the global 1.5oC increase targeted by the Paris Agreement.

    This alignment may be achieved by overweighting companies on a credible path to decarbonization or offering green solutions, while in contrast underweighting those poorly positioned for the transition to a lower-carbon economy and by limiting exposure to the growing physical risks. Investors tackling this investment challenge are now supported by the MSCI Climate Paris Aligned Indexes.

  4. BLOG

    Aligning with the Paris Agreement: An Index Approach 

    Oct 22, 2020 Stuart Doole , Véronique Menou , Kumar Neeraj

    ESG Research , Global Investing

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    Institutional investors are under pressure to align their strategies with a maximum global temperature increase of 1.5oC as targeted by the Paris Agreement. We examine how they can approach this while respecting other investment constraints.

  5. BLOG

    与《巴黎协定》保持一致:一种基于指数的方法 

    Oct 22, 2020 Stuart Doole , Véronique Menou , Kumar Neeraj

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    由于需要根据《巴黎协定》的目标使投资策略与将全球升温限制在 1.5oC 所需的脱碳途径相一致,投资者承受着越来越大的压力。

  6. Thematic investing is a top-down approach that has become increasingly popular with both institutional and retail investors, whether in terms of investment philosophy or product development. In this paper, we review the concept of thematic investing and discuss the differences between it and the factor and ESG investment processes. We then lay out how we model various themes in order to build a rule-based index methodology that represents the performance of companies exposed to a certain trend.

  7. PAPER

    Investing in the SDGs 

    Dec 14, 2018 Meggin Eastman , Kumar Neeraj

    Responsible Investing

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    The 17 UN Sustainable Development Goals (SDGs) define the goal posts for delivering global sustainable development. While governments have developed the goals and signed up to their implementation, government action alone will not be enough to achieve them. This joint discussion paper from MSCI and the OECD proposes a framework for discussion around investment options and the potential role of institutional investors in achieving the SDGs and shares a proof-of-concept illustration of a hypothetical investable index for institutional investors in public equity markets that targets SDG needs.

  8. Japan’s government has set goals for increasing women’s participation and promotion in the business world, a policy that research shows could have substantial benefits for Japanese firms and the overall economy. Women are a historically underutilized resource in Japan; their greater participation and advancement in the workforce could have substantial benefits for the Japanese economy and long-term portfolio returns. The Japan Empowering Women Index (WIN) aims to overweight companies whose gender-diversity initiatives and track record are above average for their respective sectors as measured by recruitment, retention and promotion among top companies in the MSCI Japan IMI.

  9. 低迷する経済成長の中で、日本は職場における女性に着目し始めている。日本では歴史的に女性は充分には活用されてこなかったが、女性参画が進み、職場で活躍することは日本経済を利するという調査がある。日本政府は、ビジネス社会において女性の参画と昇進を増やすという明示的な目標を設定した。

  10. PAPER

    KEEP IT BROAD: AN APPROACH TO ESG STRATEGIC TILTING 

    Feb 8, 2017 Laura Nishikawa , Stuart Doole , Kumar Neeraj , Véronique Menou

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    HOW CAN UNIVERSAL OWNERS INTEGRATE ESG PRINCIPLES WHILE MAINTAINING A BROAD AND DIVERSIFIED INVESTMENT UNIVERSE?

    Institutional investors are increasingly looking for ways to integrate ESG considerations into their investment decisions. By doing so, they may aim to mitigate long-term risks, generate higher risk-adjusted performance and/or align investments with broader societal objectives. As ESG investment guidelines become more commonplace among asset owners, and as many continue to build capabilities in engagement and risk management, we have seen a small but growing set of institutional investors focus on long-termism by adopting investment strategies that explicitly build in their holistic views of the future.

  11. PAPER

    Research Spotlight - Raising Minimum Governance Standards - Selecting Quality Companies for the Long Term 

    Dec 7, 2015 Stuart Doole , Kumar Neeraj , Ric Marshall

    Investing (Investment Management) , Portfolio Construction and Optimization , Responsible Investing

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    Institutional investors concerned with excessive focus on short-term results are increasingly seeking to improve minimum corporate governance standards of their portfolio companies. To date, active engagement has been widely recognized as an effective means to promote sustainable long-term growth and risk management of a portfolio, but such approaches can be costly and difficult to scale. We put forward a potential approach for institutional investors to systematically raise minimum governance standards for portfolio companies by taking quality metrics — an established approach of gaining exposure to companies with enduring business models —  and overlaying them with non-financial corporate governance criteria.  In this Research Spotlight, we provide a concise version of our full-length Research Insight, Raising Minimum Governance Standards - December 2015.

  12. PAPER

    Research Insight - Raising Minimum Governance Standards - December 2015 

    Dec 7, 2015 Ric Marshall , Stuart Doole , Kumar Neeraj

    Investing (Investment Management) , Portfolio Construction and Optimization , Responsible Investing

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    Institutional investors concerned with excessive focus on short-term results are increasingly seeking to improve minimum corporate governance standards of their portfolio companies. To date, active engagement has been widely recognized as an effective means to promote sustainable long-term growth and risk management of a portfolio, but such approaches can be costly and difficult to scale. We put forward a potential approach for institutional investors to systematically raise minimum governance standards for portfolio companies by taking quality metrics — an established approach of gaining exposure to companies with enduring business models —  and overlaying them with non-financial corporate governance criteria.

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