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Weberbank Actiengesellschaft

PRI reporting framework 2020

You are in Strategy and Governance » Investment policy


SG 01. RI policy and coverage


01.1. 責任投資アプローチをカバーする投資ポリシーを策定しているかどうかを明示してください。

01.2. ポリシーの構成要素/種類と対象範囲を示してください。


01.3. 投資ポリシーが以下のどの項目をカバーしているか明示して下さい:

01.4. 組織の投資原則および全体の投資戦略、受託者義務(または同等のもの)の解釈、ならびに、ESGファクターおよび実体経済の影響をどのように考慮に入れているかについて説明してください。

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. 責任投資アプローチをカバーする組織の投資ポリシーの重要な構成要素、バリエーション、例外事項を簡潔に説明してください。[任意]

01.6. 補足情報 [任意]


SG 01 CC. Climate risk (Private)

SG 02. Publicly available RI policy or guidance documents


02.1. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。

02.2. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。

02.3. 補足情報 [任意]

Further information is available on

SG 03. Conflicts of interest

03.1. 組織として、投資プロセスにおける潜在的な利益相反を管理するポリシーを策定しているかどうかについて明示して下さい。

03.2. 投資プロセスにおける潜在的な利益相反を管理するポリシーについて説明してください。

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. 補足情報 [任意]

The conflict of interest policy is publicly available on Weberbank's website:

SG 04. Identifying incidents occurring within portfolios

04.1. 組織では、投資先企業において発生するインシデントの特定と管理を行うプロセスを設定しているかどうか明示して下さい。

04.2. インシデントを管理するプロセスを説明して下さい

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.