ESG Portfolio Management is an asset manager for investment funds and segregated accounts, which are embedding the Sustainable Development Goals (SDGs) of the United Nations.
ESG (Environmental, Social and Governance) criteria are considered in the security analysis and selection process besides the economic and financial quality.
The fund management engages actively to improve the issuers‘ ESG quality. For this purpose the fund managements enters a constructive dialogue with the management.
It is ESG Portfolio Management‘s goal to offer suitable mixed fund concepts for investors with different risk appetite:
The Skalis Evolution Flex fund aims to generate attractive risk adjusted returns (high Sharpe ratio).
The goal of the investment process is to generate positive returns within twelve month periods independent of market conditions. The core component besides security selection, which includes ESG criteria, is a tactical overlay management, which uses efficient, liquid interest, currency and equity instruments. The combination with a stringent risk management is a success factor.
The Skalis Evolution Defensive aims to minimize draw downs.
The Skalis Evolution Defensive connects active, dynamic asset allocation with the management focus on capital preservation and sustainability. This fund should be suitable for more risk averse investors which do not want to exclude equity investments entirely.