It is our target to have a basic screening for all our investment products. Therefore we agreed to exclude controversial weapons companies from all our portfolios. In addition we agreed to exclude companies mainly active in the field of coal producing and processing from all our portfolios.
For our dedicated SRI portfolios we have a very detailed and well-structured ESG investment approach, which covers an in-depth stakeholder analysis as well as ESG risks on a sector-level. This SRI approach uses a wide set of criteria (exclusionary, positive).
The reason for choosing this strategies was to respond to the needs and requirements of institutional and retail investors in Austria, Germany and Switzerland.