Sustainable asset management

  • Investments are made in line with the individual needs of investors.
  • Experienced securities specialists take care of the professional investment of assets.
  • Long history in asset management (since 1993).
  • The invested capital is optimally diversified, offering expanded return opportunities and increased security.
  • Free choice between fixed or mixed management fees.
  • The invested capital is available at any time.
  • Detailed information on the performance of the assets. A meaningful partnership: Schoellerbank & ISS-ESG.

Disclosure of sustainability-related information

 

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Our investment products

Investments are made in accordance with ESG principles as set out in the Sustainability Risks KAG Policy.

Schoellerbank Ethical Equities

Schoellerbank Ethical Equities is a certified equity fund that invests in accordance with strict sustainability criteria and ESG principles.

It has been awarded the Austrian Ecolabel.

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Schoellerbank ESG Dynamic

Schoellerbank ESG Dynamic is an actively managed mixed fund that invests flexibly in equities and bonds, meeting strict sustainability criteria.

It has also been awarded the Austrian Ecolabel.

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Schoellerbank Ethical Pension Plan

The Schoellerbank Ethical Pension Plan is an actively managed mixed fund that invests sustainably in equities and bonds and responds flexibly to market conditions.

It has also been awarded the Austrian Ecolabel.

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Schoellerbank Pension Fund

The Schoellerbank Pension Fund is an actively managed, certified bond fund that invests sustainably in securities with the highest credit ratings from Austrian issuers.

It has also been awarded the Austrian Ecolabel.

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Sustainable special funds

Fund management by 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 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.

 

 

Sustainable guarantee products

For risk-averse investors, Schoellerbank also offers the option of investing in capital-protected investment vehicles. Sustainable guarantee products are ideal for this client group.

Your consultation appointment

Our specialists would be pleased to advise you personally!

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Schoellerbank Asset Management (PDF | 2,17 MB)
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