Investment process for an ethical portfolio

Safe and profitable investment: the best of both worlds

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 the principles of good corporate governance.

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

Optimal return with acceptable risk

We use our own valuation models to quantify the financial return and risk prospects. This is because we do not automatically invest if the PRIME VALUES Ethics Committee approves a security, but only invest if the risk/return profile is promising and the investment appears sensible in terms of diversification and risk spreading. Continuous monitoring of the performance of the securities and the funds also minimizes the risk.

Sustainable business models and earnings for the future

We continuously evaluate securities with future-proof business models and sustainable growth prospects and propose them to our Investment Committee. At the same time, the Ethics Committee assesses the ethical orientation of the issuers and thus determines the investment universe with its decisions.

The independent Ethics Committee is made up of renowned experts from various specialist areas. It continuously monitors compliance with strict ethical standards.