At Schoellerbank, sustainable investment solutions have been a tradition for many years, because careful resource use is an issue that affects us all. Our core business is asset management and investment advice, so the ESG focus of our products and services lies in the investment area.
Our best-in-class approach
When it comes to sustainability and ethics, we combine our expertise with that of the renowned provider ISS-ESG. ISS-ESG has internationally recognised expertise in all areas relevant to sustainable and responsible investing.
To become part of our sustainable investment universe, issuers (companies and countries) must undergo a rigorous selection process. They must rank in the top 75% of their respective industry for environmental, social, and governance (ESG) criteria.
The selection process in detail
Companies are subject to “negative screening” (exclusion criteria), with those in controversial business areas such as tobacco, alcohol, gambling, nuclear energy, and pornography being excluded immediately. Companies with serious violations of the UN Global Compact are also not considered. Government issuers must, among other things, respect fundamental rights with regard to democracy and human rights, effectively combat corruption, and have signed both the Kyoto Protocol and the Paris Agreement.
The remaining securities are then subjected to positive screening with regard to their social and environmental standards. Only companies with particularly exemplary results being selected for the portfolio.
Sustainable investments are the future
Our sustainable asset management has demonstrated that attractive returns are possible with a sustainable and well-diversified portfolio. We monitored the performance of our ESG mandates for many years and have found that their returns are in no way inferior to those of conventional investments. In the long term, we will therefore focus more closely on ESG across all our products.
You can find legal information on sustainability here.