Fundamentals of ethical investing

Sustainable value creation on principle

The aim of our investment ethics and investment policy is not only safe and profitable investment behavior, but also socially and ecologically responsible value creation. As a business principle. We are also committed to this through our membership of leading industry associations and our social commitment.

Responsible investment and returns perfectly combined

Many studies show that ethically sustainable investments do not have to sacrifice returns. If they are prepared and monitored just as carefully and professionally as conventional investments, nothing stands in the way of a good return. When developing our ethically-sustainable investment products, we combine financial and ethically-sustainable analysis methods. We use these methods both on a mandate and fund basis.

Sustainable investing with a method

Our ethical and sustainable investment concept is based on the following values and principles:

  • Active management approach: Market-capitalized benchmarks reflect the past and do not look to the future. We therefore consciously and significantly deviate from these benchmark indices in our investment style and try to identify and invest in the winners of tomorrow.
  • Qualitative quantitative: We analyze markets and securities based on their business data and the economic environment. We make our investment decisions based on this qualitative assessment. All decisions are preceded by a quantitative analysis in order to consolidate information.

Our thesis on sustainable companies as stable investment targets: Ethically managed companies have a better chance of achieving stable growth in the longer term. We strive for long-term investment success.

You benefit from companies that, for example:

  • Obtain cost benefits by increasing energy efficiency
  • can reduce their procurement costs due to increased resource sensitivity
  • Attract qualified employees with a progressive human resources system
  • promote their image and brand strength thanks to their sense of social responsibility
Basics
Basics
Investment process
Investment process
Investment policy
Investment policy
Ethics criteria
Ethics criteria
Ethics Research
Ethics Research
Commitment
Commitment