Our understanding of sustainability

Who benefits from sustainability?

Win win circle of stakeholders

PEOPLE

The SDG's have given us a unique opportunity in a generation to promote economic prosperity, protect our planet and improve the lives of billions of people

ECONOMY

The lack of appropriate responses to climate change and climate protection causes considerable economic damage, which will be reduced by the promotion of sustainable technologies

ENVIRONMENT

Example electric bus: Savings of 300 tons of CO2 per year 194 USD fuel costs vs. 50 USD electricity costs daily -> savings of 144 USD per day

COMPANIES

Support in the manufacturing of products with a positive effect on the environment

INVESTORS

Achieving good long-term returns with companies that particularly benefit from sustainable future trends and thus influencing these sustainable developments

green benefit

Our company philosophy is fully focused on sustainable investment, which positions us strongly in one of the 5 major megatrends of the 21st century

10 examples of sustainable companies and their impact on the SDG's (Sustainable Development Goals)

Nel_Logo

Nel ASA, is the world market leader for electrolysis and hydrogen filling stations. The company provides solutions for the production, storage and distribution of hydrogen from renewable energies. The company’s hydrogen solutions cover the entire value chain from hydrogen production to the manufacture of hydrogen filling stations and offer electric vehicles with fuel cells the same refuelling and range as conventional vehicles.

  • Use of hydrogen for transport vehicles without emissions, storage of renewable energies
  • Hydrogen and fuel cell technology have the potential to become the key technology of the future.
Dynacert Logo
  • Hydrogen technology for diesel engines
  • Reduction of emissions from existing diesel vehicles
  • Germany Innovation Award
  • Amortization of costs after 9 months
  • Bridge technology with high global market potential

Savings of

  • 88 % NOx
  • 54 % Fine dust pollution
  • 9 % CO2
  • 52 % hydrocarbon
  • 9 % Fuel consumption
enphase_logo

Enphase is the world market leader for micro-inverters for the photovoltaic industry. The semiconductor-based micro-inverter system converts direct current (DC) into alternating current (AC). The micro-inverter system consists of four components: Enphase micro-inverter, the AC battery, an Envoy gateway and Enlighten cloud-based software. The Envoy micro-inverters enable power conversion at the individual solar module level through a digital architecture. Their cloud-based software provides the ability to remotely monitor, manage and maintain a single system or fleet of systems.

  • Technology leader in the production of microinverters
  • New “off grid” technology
  • Partnerships with Solaria, LONGi, Panasonic, LG, SunPower

Covers 3 of the 17 SDG’s

Clean energy is possible through solar, which makes cities and communities more sustainable and at the same time has positive effects on climate protection

Jinko Solar, is a Chinese manufacturer of solar wafers, solar modules and cells and is one of the leading solar companies worldwide. JinkoSolar has branches in Asia, North America and Europe. The company has developed and put into operation the first Chinese fully automated production line for photovoltaics. As one of the largest manufacturers of solar products, JinkoSolar has established a worldwide center for research and development together with leading universities.

Covers 3 of the 17 SDG’s

Clean energy is possible through solar, which makes cities and communities more sustainable and at the same time has positive effects on climate protection

Akasol AG is a German company engaged in the production of automotive batteries. The company develops, produces and distributes liquid-cooled and rechargeable high-performance lithium-ion battery systems for a wide range of applications, such as buses, commercial vehicles, rail vehicles, marine, industrial vehicles and stationary applications.

  • Technology leader in batteries for heavy duty vehicles
  • Main supplier of Daimler, Volvo Group,
  • Supplier to Alstom, Bombardier, Rolls-Royce Power Systems
  • High order backlog of EUR 1.4 billion
  • Multiplication of the product capacity
  • Production facilities in Langen, Germany (Gigafaktory) and USA
  • Management owns over 60 % of the shares
  • Usage of electric motors for transport vehicles without emissions, storage of renewable energies.

Cree, Inc. is a manufacturer of light-emitting diode (LED) lighting class products and semiconductor products for power and radio frequency (RF) applications. The company’s products are targeted at applications such as indoor and outdoor lighting, video displays, transportation, electronic signs and signals, power supplies, inverters and wireless systems.

Cree is the world market leader in silicon carbide, which can lead to significant improvements in batteries, especially for electric vehicles.

Compared to a silicon-based semiconductor, a silicon carbide-based semiconductor significantly reduces switching losses and enables much higher switching frequencies. This means that energy can be converted with an efficiency of over 99 percent, which significantly reduces energy loss and thus plays a major role in reducing carbon dioxide emissions. This advanced technology enables the future use of silicon carbide modules in drive converters in trains, HVDC for power transmission and distribution, solar and wind power converters, electricity storage and transformers. For the electromobility market, this means longer journeys and faster charging times with a battery of the same size.

BYD is a Chinese high-tech company with its core business in the IT, automotive and renewable energy sectors. BYD is one of the largest manufacturers of rechargeable batteries and mobile phone housings and has one of the world’s largest market shares in nickel batteries, Li-ion batteries and mobile phone chargers. The BYD Auto brand achieved a growth rate of over 100 percent for the fifth year in a row. In the field of electric cars, BYD develops and produces the necessary technologies. The company was quick to bring green products to market, such as electric bicycles, energy storage solutions and solar power stations.

  • World market leader for electric vehicles
  • World’s largest producer of batteries
  • Main supplier for Nokia, Motorola, Samsung, Sony, Kyocera and Huawei
  • Warren Buffet owns 8.3% of BYD
  • Usage of electric motors for transport vehicles without emissions, energy storage, higher efficiency and environmental friendliness of products.

China Everbright Int. offers environmental protection projects, and consulting services. The company’s activities include waste disposal from energy plants, electricity from biomass and water treatment.

Xinjiang Goldwind Science & Technology CO., Ltd. is a China-based company that is primarily engaged in the manufacture and sale of wind turbine generators and spare parts. The company is also active in the provision of wind energy services and in the investment and development of wind farms. The company sells its products on the domestic and international markets and is the number three among the largest wind power companies in the world.

United Natural Foods is one of the leading national distributors of natural, organic and specialty foods in the USA. The wide range of products includes natural, organic, fresh and frozen foods as well as personal care products and dietary supplements. The company focuses on the distribution of high quality products, the provision of service and information, the support of organic and sustainable agriculture and environmental protection.

UNFI was named green leader in food logistics for the 6th time in a row.

What sustainability standards do we use?

Taxonomy of the European Union

With the Sustainable Finance project, the European Union made major progress towards the end of 2019 towards a common classification system at European or global level that defines environmentally sustainable economic activities. Two challenges in particular are to be addressed:

  • less fragmentation due to market-based initiatives and national practices
  • less “greenwashing”, i.e. the practice of marketing financial products as “environmentally friendly” or “sustainable” when in reality they do not meet basic environmental standards

 

Outlook

The taxonomy for climate protection and adaptation to climate change should be established by the end of 2020 so that it can be fully applied from the end of 2021. For the other four objectives, it should be established by the end of 2021 and applied from the end of 2022.

Four criteria for three classes of environmental sustainability

CONTRIBUTION TO ENVIRONMENTAL OBJECTIVES

They must contribute "significantly" to at least one of six environmental objectives defined in the Regulation

NO VIOLATION OF THE OBJECTIVES

They shall not "significantly" compromise any of these environmental objectives

COMPLIANCE WITH EVALUATION CRITERIA

They must meet the "technical evaluation criteria", which define, for each environmental objective, what constitutes "significant" contribution and "significant" impairment.

COMPATIBILITY WITH LABOUR LAW

They must be compatible with a "minimum protection" for workers.

SDG - Sustainable Development Goals

The SDGs are an elementary component of our investment process. When selecting investment opportunities, we make sure that none of the objectives are violated and that as many objectives as possible are met at the same time. Currently an investment covers on average 3 goals of the 17 SDGs.

ESG - Environment, Social, Governance

In the context of sustainable investments, one inevitably comes across the two abbreviations SRI (“Socially responsible investment”) and ESG, the latter being the abbreviation of the three dimensions “environment”, “social” and, unlike the pillar model, the dimension “governance”.

History
The roots of SRI date back hundreds of years. Already in biblical times, guidelines for ethical investments were anchored in Jewish law, which were later continued by the church in the middle of the 17th century. In the course of time, however, it developed into a generic term for all investments that select according to social and ecological criteria. Despite the non-uniform interpretations and different definitions, SRI basically means the following:

integration of certain non-financial concerns, such as ethical, social or environmental, into the investment process

ESG picture