Sustainability in our company:

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.

Corporate sustainability – our contribution to a more sustainable future

    • Sustainability is a long-term strategy for us
      Sustainability has been a crucial feature of Deutsche Oppenheim’s corporate culture for more than ten years now. 15 years ago, we already included sustainability criteria in our clients’ portfolios, and back in 2009, with the initiation of the “FOS Rendite und Nachhaltigkeit” fund, a sustainable investment product.
      Our efforts are based on the 17 Sustainable Development Goals (“SDGs”) of the United Nations (UN).

Sustainable Development Goals

  • Sustainability-oriented advice and corporate procedures
    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.
  • Keeping the environment in focus
    We focus on efficient and sustainable resource management and examine regularly whether our marketing, sales and business documentation meets our strict sustainability requirements. For example, we have expanded our cooperation with Kaut Bullinger and invest 1 % of our annual business with Kaut Bullinger in climate protection projects supported by Climate Partner.  

Climate Partner certificate

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.

  • Living social responsibility
    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 supplementary studies and professional training.

Our sustainable services and product offerings

  • Active asset management with a sustainability approach
  • Passive asset management with ESG compliant ETFs
  • Sustainable investment funds
  • Consulting on sustainability strategies
  • Sustainability oriented analysis
  • 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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Our contribution to climate protection

Planting Trees near Garmisch-Partenkirchen


In October 2020, two of our colleagues participated in a ClimatePartner project and planted trees near Garmisch-Partenkirchen in order to make an active contribution to climate protection in Bavaria.

In June 2021, one of them returned for a visit to the site to see how the young trees had done in the meantime. They have developed new shoots and are growing nicely. It seems that the Tabasco-based repellent used on the trees before planting is effectively keeping deer from eating the young plants. Chances are good that about 90% of the newly planted trees survive the first ten years.

We intend to organise more events for our employees to enable them to contribute actively to climate protection – and we will keep you informed about our efforts, of course.

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Back in October, Climate Partner, our partner for carbon offset projects, invited us to plant trees near Garmisch-Partenkirchen (Bavaria).

We wanted to experience the impact of climate change in person; in fact, the huge challenges (Bavarian) foresters face are quite sobering.

Wolfgang Striegel, forest district manager for Partenkirchen, and Simon Tangerding, managing director of Schutzgemeinschaft deutscher Wald (“society for the protection of the German forest”, SDW), explained to us why the Bavarian state forests alone generated losses of EUR 80 million during the past year and would be bankrupt without the steady financial support by the federal state of Bavaria. Climate change (storms, dry soil) increases the amount of fallen timber, which causes expenses of EUR 60 per sqm, whereas the related income amounts only to EUR 30 per sqm.

One reason for the high expenses is that is impossible to build regular paths, which is why it is often necessary to use ropes to remove the wood. Moreover, damaged areas of the forest are often infested by weeds, which make it difficult for young trees to take root.

Simon Tangerding underlined that the situation of the German forests was really quite dramatic. He said that society urgently needed to understand the necessity of adapting the forests to climate change and to recognise the value of woodlands. According to Tangerding, corporate initiatives can play a key role in this effort.

Following a short introductory training by a forest officer, we were allowed to start working. PLANTING TREES ... Overall, we planted more than 80 young fir trees which had been painted with a Tabasco-based repellent to keep deer from eating the young plants. About 90% of the saplings are expected to survive the first ten years.

After this experience, we can safely say that one conviction has taken firm root in our company: we want to continue our SUSTAINABLE engagement!

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Disclaimer Sustainability, October 2020

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.

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