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Foundations

Our offer

  • Advice on the preparation of investment guidelines
  • Structuring of the foundation's assets
  • Implementation of the decided investment strategy
  • Focus on interest income and dividends
  • ESG compliance

Our advantages

  • Reliability and accessibility of contact persons at any time
  • Complete transparency of investment form and costs
  • Professional management of the assets
  • Focus on individual needs of the foundation

As a foundation, you usually want to support projects that have nature conservation, education or other social commitments as their basis.

For this reason, many foundations are also very interested in investing their foundation capital sustainably. The companies in which the foundation invests should be ecologically oriented, meet ethical standards and deal socially with their employees and business partners.

We support you in the composition of your foundation assets according to these criteria.


EnvironmentEnvironmentally and resource-friendly production and behavior
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SocialHigh social and ethical standards in the company and at suppliers
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GovernancePrevention of corruption and bribery
ESG conformity by recognized neutral verifier!
 
 

Support with investment guidelines, advice on the composition of the foundation's assets, foundation, network, articles of association

 

Possibly like advisory process Distributions from funds: Interest & dividend income important!

 

The terms are internationally established in the financial world. But how do you assess whether companies' decisions comply with ethical, environmental and social principles? For this purpose, we have engaged an external sustainability auditor: Sustainalytics, which is part of Morningstar, reviews the positions in our funds for ESG criteria, as our goal is to make our investments sustainable over the long term.

As a matter of principle, our funds are geared in such a way that the stocks they contain correspond on average to a low-risk rating from Sustainalytics. In this sense, we also aim for a relatively homogeneous structure, i.e. we do not want to compensate very poor ratings of individual stocks with good ratings of other stocks. Stock selection focuses on earnings power, but we always check whether there may be similarly high-yielding stocks with a better ESG rating in a sector.

Within the ESG rating methodology, issues are identified that may affect the company's enterprise value in a predictable way. These issues are considered in the stock selection process. In addition, critical categories such as Arctic exploration, coal, animal testing, plant genetic engineering, pesticides, weapons, nuclear activities, embryo research are transparently highlighted and either completely excluded or excluded if the revenue share exceeds a certain percentage (e.g. 5% for defense contracts) when designing the stock selection .

The issues of sustainability and environmental protection are becoming increasingly important in the investment selection of private and institutional investors. In the case of social problems and corporate governance issues, quantitative comparisons can also be defined, which are evaluated by the ESG criteria.