Sustainability

*Only the German version of the text is legally binding.

OUR STRATEGIES FOR THE INTEGRATION OF SUSTAINABILITY RISKS
(Art. 3 Disclosure Regulation / SFDR)

Pursuant to legal requirements (Art. 3 of the Disclosure Regulation), we are obliged to provide the following information. We do not intend to promote environmental or social characteristics within our investment strategies or in relation to other specific financial instruments:

  • As a company, we aim to contribute to a more sustainable and resource-efficient economy, with the goal of reducing the risks and impacts of climate change in particular. In addition to pursuing sustainability objectives within our own corporate organization, we also see it as our responsibility to raise our clients’ awareness of sustainability aspects within the scope of our business relationships.

 

  • Environmental conditions, social disruptions, or poor corporate governance can negatively affect the value of our clients’ investments and assets in multiple ways. These so-called sustainability risks may have direct impacts on the financial position, performance, and reputation of investment assets. As such risks cannot be entirely excluded, we have developed specific strategies for the financial services we offer to identify and limit sustainability risks.

 

  • To mitigate sustainability risks, we aim to identify and, where possible, exclude investments in companies with an increased risk potential. Through specific exclusion criteria, we are able to align investment decisions with environmental, social, or corporate governance (ESG) values. For this purpose, we generally rely on market-recognized assessment methods.

 

  • The identification of suitable investments may, on the one hand, consist of investing in funds whose investment policies already include an appropriate and recognized sustainability filter to reduce sustainability risks. It may also involve selecting products based on ratings provided by recognized rating agencies. The specific details are determined by individual agreements.

 

  • Our company’s strategies for integrating sustainability risks are also embedded in our internal organizational guidelines. Compliance with these guidelines is an essential factor in the assessment of our employees’ performance and, therefore, directly influences their future salary development. Accordingly, our remuneration policy is consistent with our strategies for integrating sustainability risks (Art. 5 Disclosure Regulation).