To us, sustainability is not just a buzzword or a convenient marketing tool. Instead, sustainability as a concept is deeply rooted in our corporate identity. We are 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 ten years of expertise in this area.
Based on this foundation, we are continuing our corporate development in order to remain your reliable, competent and innovative partner in the area of sustainability.
We aim to reduce direct and indirect carbon emissions in our everyday business. For example, we examine carefully whether work-related trips are really necessary and try to replace them by video conferences. If we need to travel, we try to choose environmentally friendly transport.
We aim to make public transport more attractive for our employees, raise their awareness of sustainable lifestyle and work options and replace non-sustainable products by sustainable ones.
Rely on acitve management to increase your fortune in sustainable way
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.
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.
Based on: Forum Nachhaltige Geldanlagen e. V. (November 2019)