Carnot Impact Investing addresses the consumption reduction of natural resources. The focus is on products, technologies and services that conserve natural resources or make more efficient use of them as production factors. Concrete fields of application are the topics of energy and natural resources, which in turn are divided into the four elements fire, water, earth and air.
In-depth financial analysis evaluates the return potential and ensures that financial return is a priority. Positive investment returns and positive societal impacts (ESG, sustainability) are compatible.
In addition to a value approach with proven financial analysis, as a supervised "Independent Asset Manager of Collective Investment Schemes" and a specialist in equities an active strategy is used. The value approach based on financial ratios is combined with a sustainability analysis (ESG filter) and extended to become a "blended approach" of an active investor.
The sustainability analysis does not only comprise a negative screening (exclusion lists) but also uses a positive screening (ESG Rating) which is qualitatively deepened several times. Furthermore, external effects are included in the qualitative and quantitative reporting by means of SDG mappings to show and mesure the positive Impact on the SDGs.