Sustainability

Sustainability in our company:

To us, sustainability is not just a buzzword or a convenient marketing tool. Instead, the concept of sustainability is deeply rooted in our corporate identity. We are proud to be one of the first wealth managers to have integrated sustainability in our management and advisory procedures, and by now, we can look back on more than twenty years of expertise in this area.

We want to continue our efforts and undertake a process of steady corporate development in order to remain your reliable, competent and innovative partner in the area of sustainability.

Corporate sustainability – our contribution to a more sustainable future

Sustainability = Sustainability has been a crucial feature of Deutsche Oppenheim’s corporate culture for more than ten years now. More than 20 years ago, we already included sustainability criteria in our clients’ portfolios, and in 2009, we launched our “FOS Rendite und Nachhaltigkeit” fund, a sustainable investment product.
Our actions and efforts are based on the 17 Sustainable Development Goals (“SDGs”) of the United Nations (UN).

Sustainable Development Goals

Focus on environmental impact (ESG - Environmental)

We want to improve our own environmental footprint in the long run, too. We therefore had our CO₂emmissions calculated and analyzed over a period of three years. This analysis has given us a comprehensive overview of where our CO₂ emissions are generated and how we can successively reduce and avoid them in the future.

Living social responsibility (ESG - Social)
We pay particular attention to our employees and to creating a supportive corporate culture. We attach considerable importance to employee health, labour rights and professional opportunities and training. For example, we offer regular medical check-ups by an external health provider. Moreover, we support not only mandatory training, but also suppleentary studies and professional training.

Sustainability-oriented advisory and corporate procedures (ESG - Governance)
We steadily continue our sustainability efforts. All departments are involved in the development and improvement of sustainability-oriented advice and sustainability-related products, services and procedures.

Our sustainable services and product offerings

Active asset management with a sustainability approach
Consulting of the FOS Investment funds with a sustainability approach
Consulting on sustainability strategies
Sustainability oriented analysis (Sustainability reporting)
Network partner access for impact investements

Our sustainability attributes

Create a successful green future together

Rely on acitve management to increase your fortune in sustainable way.

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Our way towards sustainability

Sustainability = ESG

As of now, there is no generally accepted definition of “sustainability”. The acronym “ESG”, however, stands for three dimensions of the concept: environmental, social and governance issues.
The sustainable services we offer take these three aspects into account, as they provide quantitative, measurable and comparable data that can be used in addition to qualitative factors (which are always subjective to some extent). For this purpose, we rely on the comprehensive database of our cooperation partner ISS-ESG, which is not only highly competent, but also offers the latest available data and has always been a reliable partner.

The figures below will give you an idea of the issues covered by ESG. By monitoring these topics, we can arrive at a quantitative measure of a company’s sustainability performance.

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Five steps towards a sustainable portfolio

We will be happy to accompany you on your way.

Please scroll down to see how we can help you to undertake a sustainability-oriented restructuring of your portfolio. We will be happy to accompany you on your way and provide you with our sustainability-oriented services, which are based on years of expertise and regularly expanded to include the latest trends on the market for sustainable investments. Just click on the five steps towards a sustainable portfolio for a first overview. We will be happy to assist you in restructuring your fortune in a sustainable way – please get in touch.

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Based on: Forum Nachhaltige Geldanlagen e. V. (November 2019)

1. Theoretical Analysis of the Status Quo

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2. Strategy Development

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3. Practical Analysis of the Status Quo

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4. Strategy Determination

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5. Practical Implementation

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Disclaimer Sustainability, May 2023

There is currently a lack of uniform criteria and a common market standard for the assessment and classification of financial services and financial products as sustainable. This can lead to different providers assessing the sustainability of financial services and financial products differently. In addition, there are various new regulations on ESG (Environment, Social and Corporate Governance) and Sustainable Finance, which need to be substantiated, and further draft regulations are currently being developed, which may lead to financial services and financial products currently designated as sustainable not meeting future legal requirements for qualification as sustainable.

The required disclosures with regard to sustainability can be found under Legal Notice point 13.