Sichere und rentable Geldanlage: Das Beste aus beiden Welten

Investments are traditionally based on the basic requirements of security, return and liquidity. Investment ethics combines these criteria with new standards. These are derived from the social significance of companies and from the principles of good corporate governance.

Our goal: A safe and profitable, but at the same time socially and ecologically responsible investment behaviour that is geared towards sustainable entrepreneurial value creation.

Optimal return with justifiable risk

Using our own valuation models, we quantify the financial return and risk prospects. This is because we do not automatically invest when the PRIME VALUES Ethics Committee approves a security, but only invest when the risk-return profile is promising and the investment appears sensible from the point of view of diversification and risk spreading. Continuous monitoring of the performance of the securities and the funds further minimises the risk.

Sustainable business models and earnings for the future

We continuously evaluate stocks with viable business models and sustainable growth prospects and propose them to our Investment Committee. In parallel, the Ethics Committee evaluates the ethical orientation of the issuers and thus determines the investment universe with its decisions.

The independent Ethics Committee is composed of renowned experts from various fields. Es wacht laufend über die Einhaltung der strengen, ethischen Standards.


Investment Policy

Business principles