Sustainable investment products

Sustainable investment products

Schoellerbank offers a range of investment products which consider environmental, social and/or aspects of good corporate governance. The scope and methodology vary depending on the product. Schoellerbank has defined sustainability criteria, the scope of which varies depending on the type of product.

The products outlined below incorporate environmental and/or social characteristics, as well as aspects of good corporate governance, to varying degrees. Details of their specific structure can be found in the relevant product and disclosure documents.

Schoellerbank is the first, and currently the only, specialist private bank in Austria to offer asset management certified under the Austrian Ecolabel.

• As part of Schoellerbank’s sustainable asset management approach, sustainability factors are considered alongside economic criteria when selecting financial products. These include environmental aspects, social factors, and responsible corporate governance.
• Integrating these ESG criteria into the investment process promotes environmental and social characteristics. The ‘Klassik’ and ‘Klassik mit Einzeltitel Aktien’ sustainable asset management funds are financial products in accordance with Article 8 of the Sustainable Finance Disclosure Regulation (SFDR).
• Schoellerbank’s 'Klassik mit Einzeltitel Aktien' (Klassik with Individual Equity Shares) asset management service is certified with the Republic of Austria’s official seal of approval for sustainable financial products (UZ 49).
• Schoellerbank is therefore the first and currently the only specialist private bank in Austria to offer asset management services certified under the Austrian Ecolabel.
• Additionally, the Austrian Ecolabel criteria have been supplemented by those developed in collaboration with the 'Advisory Board for Ethics and Sustainability'. Please refer to the pre-contractual information on the product for further details.

Sustainable investing enables investors to combine long-term financial goals with consideration of sustainability aspects.

Sustainable funds

In addition to the Ecolabel funds, a wide range of other sustainable funds are available, all of which are managed in accordance with clearly defined sustainability requirements.

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Sustainable special funds

Fund management by UniCredit Schoellerbank Invest AG

The investment specialists at Schoellerbank also develop customised products for higher investment volumes at the request of clients. These are based on the structure of special funds launched by UniCredit Schoellerbank Invest AG, the bank's own investment company,.

Special funds enable Schoellerbank to meet the specific requirements of a limited group of investors.

Pension solutions with sustainable funds

• You benefit not only from first-class asset management and high-quality fund selection and insurance components such as a pension table guarantee, protection for the next generation, and favourable taxation.
• You can also choose sustainable funds from the list of funds defined according to the qualitative selection criteria of Asset Management and in line with Schoellerbank's sustainability criteria.
• This allows you to combine the pension components defined in the insurance policy with sustainable funds, providing a comprehensive package.