Sustainable Investments
SDG - the UN Sustainable Development Goals in Focus
3 SDGs at the core of our investments
As part of our investment and selection process, we focus on three of the Sustainable Development Goals (SDGs) defined by the United Nations.
Affordable and clean energy
- We invest in future technologies based on renewable energies
- When switching to clean energy sources, we primarily rely on solar energy
- In addition, battery technologies and solutions play an important role
Sustainable Cities and Communities
- We invest in e-mobility and alternative transportation solutions
- Another focus area involves technologies designed to reduce air pollution in cities
Climate Policy
- We invest in technologies aimed at reducing emissions, particularly in the areas of renewable energy and low-emission mobility
Our Core Focus
Renewable energies
E-Mobility
Hydrogen
Green hydrogen enables energy generation and storage using renewable energy sources. With its wide range of applications, it is highly versatile—like a Swiss Army knife of the energy industry.
Smart Grids
Our Exclusion Criteria
Our exclusion criteria are based on strictly defined standards and revenue thresholds. These are detailed in our sustainability disclosures.
- Fossile fuels (PAI M4)
- Coal
- Nuclear energy / Uranium
- Oil sands
- Fracking
- Palm oil
- Alcohol
- Gambling
- Pornography
- Tobacco
- Armor (PAI M14)
- UN Global Compact (PAI M10)
- OECD-Guidelines (PAI 11)
- ILO core labor standards
Sustainable Investments
Definition gemäß Artikel 2 (17) EU-Offenlegungsverordnung
Sustainable investments are not only based on positive contributions, but also on the exclusion of negative ones.
Our sustainability approach consists of three elements: making a positive contribution (measured by the SDGs), following the DNSH (Do No Significant Harm) principle, and good governance.
Positive SDG contribution Environment / Social
DNSH Environment
/ Social
Good
Governance
Sustainable
Investment *
The green benefit Global Impact Fund promotes environmental and/or social characteristics in accordance with Article 8 of Regulation (EU) 2019/2088, in that the special fund pursues a dedicated investment strategy focused on sustainability aspects and takes into account certain exclusion criteria, which in turn may include certain turnover limits, and although the investment purpose is not aimed at sustainable investment, it contains a minimum proportion of 80% sustainable investments. The fund does not comply with Regulation (EU) 2020/852 (“Taxonomy”). Within this quota, at least 1% must be directed towards environmental objectives and at least 1% towards social objectives.
Comparison of our fund in terms of contributions of company revenues in the portfolio
-
- Sustainable Finance Disclosure Regulation (SFDR):
- Risk class (SRI):
- Geographic Allocation
- Portfolio size
- green benefit Global Impact Fund
- 8
- 6
- Global
- 25-40
- MSCI World Climate Paris Aligned Index
- 8
- 4
- Global (Focus USA)
- > 400
Together with our partner Clarity AI, we evaluate the contribution of our portfolio companies’ revenues to the UN Sustainable Development Goals (SDGs) on a daily basis.
The calculation follows a clear logic:
Step 1:
Company revenues are analyzed to determine the extent to which they impact the UN’s sustainability goals (SDG Revenue Alignment).
Step 2:
At the same time, the second step involves checking whether the companies comply with the DNSH principle (Do Not Significantly Harm).
Company evaluation:
Following this review, companies are classified into three categories: “Positive Alignment,” “Neutral,” and “Negative Alignment.”
The following chart compares our fund with the MSCI World Climate Paris Aligned Index (ETF), showing how both portfolios perform based on their contributions.
This is not a performance comparison; instead, it evaluates solely the portfolios’ sustainability performance.
Comparison Index: MSCI World Climate Paris Aligned Index*
Ratings & Awards
Overview of Ratings / Awards
We are regularly checked and evaluated by well-known institutions.
An overview of our ratings and awards for the fund can be found via the following link incl. the descriptions on methodology and category.
