Our approach
For many investors, sustainability forms an important part of their investment strategy. We take ESG characteristics and sustainability risks into account within our investment process, alongside each client’s objectives and investment approach.
1. Exclusion criteria
We exclude companies involved in the production or distribution of controversial weapons, those that breach UN Global Compact principles, those engaged in thermal coal activities, and companies significantly tied 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 the client’s sustainability preferences, we build a portfolio with varying ESG investment allocations.
