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Sustainability Risks

Our Strategies for integrating Sustainability Risks

(Art. 3 Regulation (EU) 2019/2088 “Disclosure Regulation”)

 

 

On the basis of statutory provisions (Art. 3 of the Disclosure Regulation), we are required to provide the following information: We do not intend to advertise environmental or social criteria in our investment strategies or for other specific financial instruments:  

 

  • We, as a Company, would like to contribute to a more sustainable, resource-efficient economy with the aim of reducing the risks and impacts of climate change in particular. In addition to adhering to sustainability goals in our own corporate organisation, we also consider it our duty to raise our clients’ awareness of sustainability considerations when structuring their business relationships with us.

 

  • Environmental conditions, social upheaval and/or poor corporate governance can have a negative impact on the value of our clients’ investments and assets in a number of ways. These so-called sustainability risks can have a direct impact on the assets and financial and earnings situation as well as on the reputation of the investment assets. Because such risks cannot be completely ruled out in the end, we have developed specific strategies for the financial services we offer so that we can identify and limit sustainability risks.

 

  • To limit sustainability risks, we attempt to identify and, if possible, exclude investments in companies that exhibit elevated risk potential. With specific exclusion criteria, we consider ourselves to be in a position to align investment decisions with environmental, social and corporate values. To this end, we generally use valuation methods that are recognised in the market.

 

  • One way of identifying suitable investments is to invest in investment funds whose investment policy already has established a suitable and recognised sustainability filter to reduce sustainability risks. Identifying suitable investments to limit sustainability risks can also involve using recognised rating agencies for product selection as part of our Asset Management. The specific details are determined by the individual agreements.

 

  • Our Company’s strategies for incorporating sustainability risks are also incorporated into the Company’s internal organisational guidelines. Compliance with these guidelines is essential for the evaluation of our employees’ work performance and therefore has a significant influence on future salary growth. In this respect, the remuneration policy is in line with our strategies for the inclusion of sustainability risks (Art. 5 Disclosure Regulation).