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Special fund mandates

An investment solution tailored to your needs can be implemented as follows:

  • in the form of a separate special fund mandate
  • as a submandate within your existing special fund mandates

It is important to us that our clients can consciously invest in the issues that correspond to their values. To this end, we have engaged an external sustainability auditor: The Sustainalytics company, part of Morningstar, reviews individual positions for ESG criteria, as our goal is to make investments sustainable over the long term. You can find more on this topic under Sustainability.

 

Overview customer segment

Family Offices
churches
Pension Funds & Provident Funds
Sparkassen & Volksbanken (german banks) (Depot-A)
Foundations & NGOs
Insurances
Company & Associations
Insurances