Investing in companies undergoing sustainable transformation

Sustainability is no longer a moral imperative.  Innovation and competitiveness is the heart of sustainability so its nothing else than smart economics. Our investment approach is therefore based on integrating sustainability factors into our fundamental company analysis. By sustainability factors, we mean the environmental, social and governance aspects that are considered during the investment process.

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This investment approach is applied to all our funds.

It focuses on companies that demonstrate both economic quality characteristics and a strong ESG profile according to the defined methodology. By 'ESG profile', we mean a company's baseline performance, as assessed based on defined ESG data. This may include greenhouse gas intensity, energy efficiency, labour standards, and corporate governance, for example.

What makes our approach so unique?

Unlike many conventional ESG funds, which focus mainly on exclusions, we focus on companies that are continuously improving their sustainability profile in their pursuit of economic optimisation.

Experience shows that by embracing change and innovation, such companies can open up further economic opportunities.

Our investment approach has two key objectives

Our investment approach has two key objectives:

  • To identify companies that are attractive from an economic perspective.
  • to give greater weight to companies that are making progress on the defined ESG metrics

This approach also enables us to invest in companies that are not yet among the best in terms of their sustainability profile, but are moving in the right direction.

A no-go in our investment approach

A no-go in our investment approach is investing in companies that violate the UN Global Compact. This includes:

  • Disregard for human rights
  • Forced or child labour
  • Discrimination
  • Environmental destruction
  • Lack of environmental responsibility
  • Corruption, extortion or bribery

Innovation is the key to success

Innovation is the key to success
Companies that actively integrate Environmental, Social and Governance (ESG) principles into their business models often demonstrate disproportionately strong innovative strength.

We focus on innovative companies...

  • Development of new technologies, products and services
  • Designing more sustainable value chains
  • Greater resource efficiency
  • Better positioning in future markets
  • Targeted investment in research and development to fulfil and exceed environmental and social standards

..and focus on proactive solutions for global sustainability goals

These companies are creating proactive solutions for global sustainability goals, whether through reducing CO₂, embracing the circular economy or promoting social inclusion. Their innovative spirit is increasingly proactive and strategically anchored. Their strong ESG positioning also attracts qualified talent, further strengthening their internal capacity for innovation.

These positive feedback effects stabilise the business model over the longer term. In our view, this innovative strength is not only key to supporting ESG goals, but also to actively shaping them.

Investing in the transformation of the economy

You too can benefit from our many years of experience and in-depth international market expertise.

Our experts at Schoellerbank or Bank Austria would be pleased to advise you personally and work with you to develop an investment strategy that best suits your individual goals and risk profile.

Arrange a meeting now!

Schoellerbank-Experts or Bank Austria Private Banking-Experts