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Weberbank Actiengesellschaft

PRI reporting framework 2020

You are in Strategy and Governance » Investment policy

Investment policy

SG 01. RI policy and coverage

New selection options have been added to this indicator. Please review your prefilled responses carefully.

01.1. Indicate if you have an investment policy that covers your responsible investment approach.

01.2. Indicate the components/types and coverage of your policy.

Select all that apply

Policy components/types

Coverage by AUM

01.3. Indicate if the investment policy covers any of the following

01.4. Describe your organisation’s investment principles and overall investment strategy, interpretation of fiduciary (or equivalent) duties,and how they consider ESG factors and real economy impact.

Our investment principles are characterized by conservative principles and the long-term preservation of assets. The transparent and disciplined investment process is complemented by a dynamic investment style that does not dogmatically commit to a single investment focus. Great emphasis is placed on an independent investment strategy that enables individual fulfillment of the respective customer goals, free from conflicts of interest regarding issuers and products. Active portfolio management is supported by consistent risk management.

In addition to the classic investment criteria of return, risk and liquidity, Weberbank also advocates taking into account the ESG impact when investing. Motivation is the alignment of the investment with our own ethical values. At the beginning of 2017, Weberbank joined the Principles for Responsible Investment (PRI) Initiative of the UN to express its belief in the importance of transparency, sustainability and social responsibility in the context of investments. We adopted an exclusionary approach. Investments such as companies, industries or countries can be systematically excluded from the investment universe if they violate specific criteria. Depending on individual mandate requirements, a standardized or customized catalog of criteria can be applied.

01.5. Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]

01.6. Additional information [Optional].

          
        

SG 01 CC. Climate risk (Private)


SG 02. Publicly available RI policy or guidance documents

 

02.1. Indicate which of your investment policy documents (if any) are publicly available. Provide a URL and an attachment of the document.

02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

02.3. Additional information [Optional].

Further information is available on https://www.weberbank.de/de/home/privatkunden/vermoegensverwaltung.html?n=true


SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

We have a comprehensive approach on managing potential conflicts of interest that addresses different conflicts: e.g. between Weberbank and clients, between different clients and between employees and clients. The policy determines potential conflicts and how to avoid them or mitigate the risk of getting into conflicts of interest. 

03.3. Additional information. [Optional]

The conflict of interest policy is publicly available on Weberbank's website: https://www.weberbank.de/content/dam/myif/weberbank/work/dokumente/pdf/weberbank/Weberbank-MiFID-Broschuere.pdf?n=true


SG 04. Identifying incidents occurring within portfolios

04.1. Indicate if your organisation has a process for identifying and managing incidents that occur within investee entities.

04.2. Describe your process on managing incidents

For our internally managed assets ESG incidents are identified by our research partners. As soon as we get notified about it, we review our investment on an ad-hoc basis. If necessary we sell the investment in a timely manner. All investments are reviewed at least quarterly. For our externally managed assets we maintain regular meetings and discussions with external managers in which we discuss these issues. If the manager does not sell the affected portfolio company, we may be forced to end the collaboration with the manager if there are conflicts with our policies.


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