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EBG Investment Solutions AG

Service Providers Framework 2020

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Investment research

IC 10. Investment research activities

10.1. Indicate whether you incorporate ESG into your investment research services.

10.2. Indicate whether the following activities are part of your investment research process. Describe for each activity how you incorporate ESG.

Investment research activities

Describe how you incorporate ESG

          We only consider investments which have sustainability and impact as the main value driver of return and limiting the risks. We have a high ESG policy in place that has to be fullfilled.
        

Describe how you incorporate ESG

          We monitor our ESG KPIs as well as our investments measurements on a quarterly to yearly basis and make sure that the goal setting by us and the GPs will be reached.
The following KPIs are tracked for all funds:
- CO2 reduction in tonnes per year
- jobs created
- sustainable managed areas
- emerging consumers reached
- renewable energy produced in GWh per year

In addition we set KPIs which are fund and topic specific, such as for real estate, timber, social inclusion, etc.
        

Describe how you incorporate ESG

          We only consider investments which have sustainability and impact as the main value driver of return and limiting the risks. We have a high ESG policy in place that has to be fullfilled.
        

Describe how you incorporate ESG

          EBG is focusing on 10 themes in terms of sustainability and impact. These are:
- Renewable energies
- Resource efficiency and Pollution reduction
- Sustainable timberland
- Responsible Consumer and financial products
- Sustainable Mobility and supply chain management
- Climate change
- Education and health care
- Sustainable food  and agriculture
- Social infrastructure
- Green real estate and affordable housing
- sustainable food and agriculture
        

10.4. Additional information. [OPTIONAL]


IC 11. Demonstrating value on investment research

11.1. Describe how you measure, track or otherwise demonstrate your value on investment research activities.

          We track the investments we have made for our clients on a quarterly basis, going through all key elements on the fund level as well as on the asset level for each fund.
        

11.2. Additional information. [OPTIONAL]


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