Skip to main content

Sustainability.

We believe that sustainable decisions are not only more responsible, but also more successful in the long term.

Keeping a sustainable eye on the future

7F2FD874-A999-40D2-BE58-4B6271D9BDDA

Sustainable out of conviction

As an international and long-term investor, we are aware of our fiduciary and social responsibility. When managing the funds entrusted to us, we take financial, environmental and social aspects as well as corporate governance criteria (ESG criteria) into account. As a service KVG, we advise you and jointly design solutions that meet the quality standards for sustainable investment funds.

6003579A-D97C-498F-8D5E-E81534BD68C5

Transparency with clear objectives

By signing the PRI (Principles for Sustainable Development), we are committed to transparency and participation. We fulfill this responsibility by taking a holistic view and providing concrete support for individual sustainability goals. We involve independent research partners who continuously monitor us and our results.

7C5D0479-FB52-4D52-8A58-2C68B7D9CBA9

Credibility through active action

For us, ESG is not a trend, but a responsibility. The "terrAssisi fund family" are ESG-compliant funds that we have been running with the Franciscan Mission Center for over 10 years. With the Ampega DiversityPlus equity fund, we have added diversity criteria to the ESG concept. And we are now one of the largest investors in wind farms in Germany.

Consistently sustainable

Dr. Thomas Mann, Chief Investment Officer (CIO)

Since the requirements of the EU Taxonomy, Disclosure Regulation and the changes to non-financial reporting for capital market-oriented companies under the CSRD Directive from 2024, the topics of ESG and sustainability have become an integral part of an asset manager's focus. The following applies across all competitors: the journey is the destination - regardless of whether we are talking about the data situation, reporting, ambition level or management concepts that have already been developed.

We take these challenges very seriously and have successfully implemented the milestones of the MiFID II requirements for our clients; our newly developed management concepts for liquid investments allow us to take a detailed look at the ESG characteristics of our investments and fund products. We are happy to make this clear USP available to our clients.

What sustainability means to us

7F2FD874-A999-40D2-BE58-4B6271D9BDDA

Sustainability pays off

Taking ESG criteria (environment, social, governance) into account reduces risks and has a positive impact on the company's or investment success. We speak of a "double dividend" - social or ecological added value is added to the financial return.

6003579A-D97C-498F-8D5E-E81534BD68C5

Sustainability minimizes risks

Conventional investment decisions may neglect potential social and environmental risks in a company that could also affect its financial development in the future. This is because non-sustainable corporate governance exposes companies to higher risks. This primarily concerns transitory and physical risks. We take this into account in all our decisions.

212413E7-DE49-477E-96DA-4A7994C8D997

Sustainability is the future

With the entry into force of the UN Sustainable Development Goals, sustainable investments have gained enormous attention. The aim of the EU action plan "Financing Sustainable Growth" is to realign capital flows towards an ecologically and socially sustainable economic system. Accordingly, the market for sustainable investments is developing extremely dynamically.

Read more

Disclosure obligations in the financial services sector

Criteria for sustainable investment