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. Both funds achieve much higher SDG impact compared to ESG benchmarks (following MSCI ESG data and methodology)
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. Both fund achieve top scores (TOP 50 ranking in the MSCI ESG fund database).
The fund managements enters a constructive dialogue with the management to increase ESG quality and SDG impact further and to reduce GHG emissions, plastic waste and water usage.
It is ESG Portfolio Management‘s goal to offer suitable mixed fund concepts for investors with different risk appetite:
The SDG Evolution Flexibel 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. One component besides security selection, which includes ESG, SDG and climate risk analysis, is risk management, which uses efficient, liquid interest, currency and equity instruments.
The Mayence Fair Value Bond Fonds aims to minimize draw downs.
The Mayence Fair Value Bond Fonds invests in bonds with the management focus on capital preservation and sustainability. This fund should be suitable for more risk averse investors.