Our understanding of sustainability
Philosophy
We understand sustainability as an investment approach that combines financial returns with the protection of creation—an impact that takes ecological, ethical, and social aspects into account and is guided by UN Sustainable Development Goals (SDGs) 7, 11, and 13.
The golden rule of “treat others as you would like to be treated” embeds integrity in every decision-making process and ensures that our investments generate transparent, measurable, and positive effects for the environment and society.
In this way, we combine our vision of “improving the world and benefiting from it” with a clear mission: to consistently focus on sustainable investments in order to create long-term, measurable added value.
Win-Win Situation
Every investment has an impact—the question is whether it is positive or negative. With our investments, we strive to achieve a positive impact for all stakeholders.
This is how we combine positive impact on society and the environment with economic success—a real win-win situation.
People
Economy
Environment
Companies
Investors
green benefit
Fundamental Principles of Our Investments
Long-term Orientation
We see ourselves as a strategic investor that accompanies the invested companies in the long term, beyond product cycles – a marathon, not a sprint.
Impact as a Selection Criterion
Every company has an impact.
We select companies based on their promotion of the UN Sustainable Development Goals (SDGs) and the actual impact of their products and services.
Holistic
Research and Analysis
We combine fundamental data analysis with insights from current scientific research to identify tomorrow’s hidden champions.
Proven Investment Process
Fact-based and Free of Ideology
Core Principles of our
Investments
Long-term Orientation
Holistic
Research and Analysis
We combine fundamental data analysis with insights from current scientific research to identify tomorrow’s hidden champions.
Proven Investment Process
Fact-based and Free of Ideology
Impact as a Selection Criterion
Our engagement
Signatories of the
Tobacco-Free Finance Pledge
1. What is the PRI?
The PRI is the world’s leading representative for responsible investments.
It is committed to understanding the impact of environmental, social and governance (ESG) factors on investment and to helping its international network of investor signatories incorporate these factors into their investment and ownership decisions.
The PRI acts in the long-term interests of its signatories, the financial markets and economies in which they operate, and ultimately the environment and society as a whole. The PRI is completely independent. It encourages investors to make responsible investments to increase returns and manage risk more efficiently, but does not act in its own interest; it works with global policymakers but is not affiliated with any government; it is supported by, but not part of, the United Nations.
2. What are the 6 principles?
The Six Principles for Responsible Investment are a voluntary and ambitious set of investment principles that offer a range of options for incorporating ESG issues into investment practice.
The Principles were developed by investors for investors. By implementing them, signatories contribute to the development of a more sustainable global financial system. They have attracted a global signatory base representing a majority of the professionally managed investments worldwide.
- Principle 1
We will incorporate ESG topics into the investment analysis and decision-making processes. - Principle 2
We will act as active owners, integrating ESG considerations into our ownership policies and practices. - Principle 3
We will actively encourage the companies we invest in to provide transparent ESG disclosures. - Principle 4
We will promote the adoption and implementation of the principles within the investment industry. - Principle 5
We will collaborate to enhance our effectiveness in implementing the principles. - Principle 6
We will report on our activities and progress in implementing the principles.
3. Why PRI?
An economically efficient, sustainable global financial system is essential for long-term value creation. Such a system will reward long-term, responsible investment and benefit the environment and society as a whole.”
The PRI will work to promote this sustainable global financial system by encouraging the adoption of the principles and cooperation in their implementation; by promoting good governance, integrity and accountability; and by addressing obstacles to a sustainable financial system that lie in market practices, structures and regulation.
1. What is the Tobacco-Free Finance Pledge?
The Tobacco-Free Finance Pledge is an international initiative that commits financial institutions to refrain from investing in tobacco companies. Its goal is to reduce the financial influence of the tobacco industry, mitigate health risks, and promote responsible investing.
2. The objectives of the Tobacco-Free Finance Pledge are to:
- Highlight the leadership of financial institutions that have implemented tobacco-free financepolicies and encourage others to follow suit. Encourage the finance sector to play an active role inaddressing global priorities, as outlined in the United Nations’ Sustainable Development Goals,including SDG 3 – Health and Well-Being and SDG 17 – Partnerships for the Goals, in addition to theWorld Health Organization Framework Convention on Tobacco Control.
- Raise awareness among financial institutions of the essential role the finance sector must play toassist effective tobacco control and to ensure a tobacco-free world.
- De-normalise financial and corporate associations with tobacco companies.
- Encourage financial institutions to reflect on and reconsider their business relationships with the tobacco industry in light of the global tobacco epidemic.
- Encourage the transition towards tobacco-free finance policies.
- Prioritise tobacco on the corporate agenda as a product and industry distinct from any other withno safe level of use and no opportunity for effective engagement.
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