We use screening, thematic and integration strategies to reduce our investment risk, to enhance return potential and to improve stakeholders' lives. (Triple win)
Potential investments are excluded when the companies are in the business of controversial weapons or nuclear energy, or if the companies generate more than five percent of sales in the areas of alcohol, coal, gaming, oil, pornography, tobacco or weapons.
ESG (Environmental, social and governance) criteria are part of the security analysis and selection process besides the economic and financial quality, as they are relevant for the risk and return. (See examples in the graphic). We use data from specialized ESG rating agencies and data providers.
We do not invest in those government bonds and corporations with poor ESG quality or significant controversies or incidentslike conflicting human rights.
The fund management engages actively to enhance the ESG quality of issuers. For this purpose the fund managements enters a constructive dialogue with the management to reduce the investment’s risk and develop performance opportunities.
Furthermore, ESG Portfolio Management is embedding the Sustainable Development Goals (SDGs) of the United Nations. Every investment aims to follow at least one of the seventeen SDGs.