SUSTAINABLE ASSET MANAGEMENT
- Investments comply with the individual wishes of investors.
- Experienced securities experts professionally manage the assets.
- Long history of managing individual asset portfolios (since 1993)
- The investments are ideally diversified, therefore, opportunities to earn returns are greater and security is higher.
- Investors may freely choose between fixed or mixed management fees.
- The capital invested is available at any time.
- Investors are sent detailed information on the development of their assets on a regular basis.
- An excellent combination: Schoellerbank & ISS-ESG
Disclosure of sustainability-related Information on Financial Products
ESG Product Information Disclosure Summary - as of January 2023
Investment fund “SCHOELLERBANK ETHIK VORSORGE”
Fund management by Schoellerbank Invest AG
- The investment fund “Schoellerbank Ethik Vorsorge” is a mixed fund that invests in equities and bonds
- Actively managed investment fund with an ethical investment strategy. At least 30% of the investment fund’s assets are invested in bonds.
- The weighting for equities is flexible and adjusted to market conditions. The decisions are reached by a Schoellerbank committee consisting of several members.
- Equities and bonds are identified on a value-based method. Only quality companies make into Schoellerbank’s ethical portfolios or into the Schoellerbank Ethik Vorsorge investment fund.
- Apart from the Schoellerbank EquityRating method, the equities selected also meet the criteria of our partner, ISS-ESG, which specializes in ethical investments.
- Over the past few years, the investment fund “Schoellerbank Ethik Vorsorge” has received numerous awards.
Sustainable Special Funds
Fund management by Schoellerbank Invest AG
The investment experts at Schoellerbank also develop tailored products according to customer specifications for large investment volumes. Special funds are created for this purpose by our capital management company, Schoellerbank Invest AG. Special funds permit Schoellerbank to design portfolios that meet the specific wishes of a customer. In some cases, special themes are given higher weightings.
Sustainable Guarantee Products
For more risk-averse investors, Schoellerbank also offers the option of investing in funds with capital guarantees. Sustainable Guarantee Products are designed for this type of investor.
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Legal information on sustainability please find here