Our funds are typically structured in a way that aligns with a low-risk rating from Sustainalytics, on average, for the stocks included in each fund. In this regard, our objective is to maintain a consistent structure, whereby underperforming stocks are not offset by outperforming stocks. Naturally, earnings power is always the primary consideration when selecting stocks. In such cases, we always give preference to stocks with a superior ESG rating, provided they have comparable or identical earnings expectations. In line with our ESG rating methodology, we identify and consider issues that could have a foreseeable impact on a company’s enterprise value when selecting stocks. Furthermore, we transparently identify critical categories such as Arctic exploration, coal, animal testing, plant-based genetic engineering, pesticides, weapons, nuclear activities and embryo research. Stocks in these categories are either completely excluded or excluded from the stock selection process if the share of turnover exceeds a defined percentage.

It is a common misconception that investors must choose between sustainability and returns, or between a clear conscience and good performance. In fact, this is not the case. It is possible to achieve both. Sustainable investments have at least the same performance potential as conventional investments. In fact, they often outperform conventional investments. Investing with the future in mind does not mean you have to compromise on returns. Companies that act with foresight and fairness are often more flexible, innovative and solidly positioned than others.

ESG-compliant corporate governance can provide investors with a certain degree of protection against management misconduct. The numerous scandals in recent years demonstrate the clear link between compliance with corporate governance and the protection of investor capital.