Due to legal requirements (Art. 3 Disclosure Regulation) we are obliged to provide the following information.

As a company, we wish to contribute to a more sustainable, resource-efficient economy and more specifically to reducing the risk and impact of climate change. In addition to observing sustainability goals in our own organisation, our mission is to create awareness with our customers about aspects of sustainability in our business relationship.

Environmental conditions, social upheavals and or poor corporate governance can in different ways negatively affect the value of our clients’ investments and assets. These so-called sustainability risks can have a direct impact on the net value, financial performance and returns as well as the reputation of the investments themselves. Since such risks cannot ultimately be completely ruled out, we have developed specific strategies to enable us to identify and limit such sustainability risks for the financial services we offer.

To limit sustainability risks, we work to identify and, where possible, exclude investments in companies with a higher potential of risk. Using specific exclusion criteria, we develop strategies that align investment decisions with environmental, social or corporate values. For this purpose, we generally use valuation methods that are recognised in the market.

When we assess investments for suitability, we may choose investment funds that already incorporate recognised policies to manage sustainability risk as part of their investment strategies. We may also rely on recognised rating agencies  when selecting suitable investments to further manage sustainability risks. Specific details result from the individual agreements.

Our company’s strategies for integrating sustainability risks are also incorporated into the company’s internal organizational guidelines. Adherence to these guidelines is decisive for the evaluation of our employees’ work performance and thus has a significant influence on future salary development. In this respect, the remuneration policy is in line with our strategies for incorporating sustainability risks (Art. 5 Disclosure Regulation).