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Sustainable investing

Align your investment with your values.

 

Our APPROACH

Sustainability has become an increasingly important topic for investors. By including ESG criteria in our investment approach, we can help our clients increase their long-term wealth prospects, mitigate risk and address pressing global challenges.

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.

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.

Your choice

Our experts will help you find the best way to integrate ESG considerations into your investment strategy in the aim of sustainable growth.

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