Portfolio – performance spiced with values


The integration of social, ecological or ethical criteria in the asset management is demanding and requires sensitivity to achieve the correct proportions. Frequently the question arises for a balance between sustainability requirements and the need to generate financial returns.

In order to ensure that sustainability is not extraneous, does not become a risk to income and is consistent with regulatory requirements as well as internal guidelines, structured and pragmatic implementation steps are key.

>> Consultancy services :

  • Sustainability Fitness Check
  • Simulations of return and risk effects on various sustainability strategies
  • Organisation and collaboration in Beauty Contests to ascertain suitable experts such as rating agencies, data suppliers etc.