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.