Strategy Blog
The blue wave
Market reaction to the midterm results has so far been minimal, as we might have guessed. The Democrats have done (even) better than expected.
Our approach
Sustainability has become an increasingly important consideration for investors. By integrating ESG criteria into our investment approach, we help clients align their investments with their long-term objectives and sustainability preferences.
1. Exclusion criteria
We exclude companies involved in controversial weapons, those in breach of the UN Global Compact principles, businesses engaged in thermal coal activities, and companies with significant ties to the tobacco industry.
2. Clear standards
We define and categorise sustainable investments based on the European Union’s Sustainable Finance Disclosure Regulation (SFDR). Setting clear metrics allows us to understand how our investments directly contribute to the environmental and social goals set out in the latest European ESG frameworks.
3. Securities selection
In addition to exclusion & SFDR criteria, we further select stocks, bonds and funds according to their ESG characteristics. Based on your sustainability preferences, we build a portfolio with varying ESG investment allocations.
4. Proxy voting
We also play a proactive role in the companies we invest in by exercising our shareholding rights. Voting on resolutions and management teams that encourage and promote sustainable practices allows us to take concrete, measurable action in line with environmental and social goals. To find out more you can read our proxy voting report.
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