For all equity investments, exclusionary screening is applied based on 120 international norms and conventions. The data stems mostly from MSCI ESG Research. In cases of “very severe controversies”, i.e. serious infringements of these standards, companies are excluded from our investment universe. Upon client request, we also take other aspects into account in the investment process, such as conclusions drawn from data provided by ISS-oekom.
ESG integration is a specific strategy for more sustainable investments aimed at improving fund performance by integrating sustainability aspects into the traditional investment analysis process.
For example, we evaluate the economic impact of the following aspects on a company’s business success:
- ESG scores issued by MSCI ESG Research
- Sector-specific key performance indicators (KPIs)
- ESG aspects of company business models.