Sustainability Aspects
You would like to invest your securities portfolio with a view to the future, to put it on a secure basis and to maintain your wealth in the long run. At the same time, you want to implement your personal values and responsibilities during the investment process. We will help you to define your own environmental, social and governance (ESG) approach.
You want to take investment decisions that will be beneficial to future generations. We take sustainability aspects into account in selected investment processes based on defined criteria. We have decades of experience in providing support and advice for the management of large and complex fortunes on the basis of sustainability principles.
Sustainability is becoming an ever more important issue, both in the business world and in society as a whole, and is no longer treated as a niche topic.
While demand for sustainable investments grows, not least due to stricter political constraints and recent developments, attention shifts increasingly to the risk-return profile of such investments. Individual studies conclude for specific periods and markets that sustainable investments do not necessarily entail lower returns. In fact, they tend to do better during periods of crisis, when quality becomes more important. This is a cross-regional phenomenon. In short, sustainable investment does not necessarily lead to a loss of return, but may instead add value. “Doing good” is not the opposite of “doing well”.
Good returns and good sustainability ratings often go hand in hand. Take advantage of our considerable expertise and long-term experience in the area of sustainability.
Would you like to learn more? Please do not hesitate to contact us – or visit the “Sustainability” area on our homepage.
Disclaimer Sustainability, August 2026
ESG is an acronym that stands for Environmental, Social and Governance.
There is currently a lack of uniform criteria and a common market standard for the assessment and classification of financial services and financial products as sustainable/social or considering ESG criteria. This can lead to different providers assessing financial services and financial products differently in terms of ESG considerations.
In addition, there are various existing and new regulations on ESG and Sustainable Finance, which need to be substantiated, and further draft regulations and amendments to regulations are currently being developed, which may lead to financial services and financial products currently labelled or described as considering ESG criteria not meeting future legal requirements for qualification in this context.
We utilize data as well as ESG assessment methodologies that are supplied by independent third-party provider(s). These third-party assessment methodologies and corresponding ratings are therefore subject to change, which may result in turnover in investments within a portfolio to remain in line with an agreed ESG baseline.
ESG ratings are regulated in the EU by EU Regulation (EU) 2024/3005 on the transparency and integrity of Environmental, Social and Governance (ESG) rating activities. Nevertheless, it is important to note that there is a selection of ESG data providers in the market, and methodologies between these can vary leading to different ratings for the same instruments.
ESG principles may result in a less diversified, more concentrated portfolio. ESG investing may result in the exclusion of specific industries.
The required disclosures with regard to sustainability can be found under Legal Notice point 13.