We practice active asset management and are very conscious of our responsibility for our actions. Towards society, our employees, customers, suppliers and partners. But also towards future generations. We are a signatory of the UN Principles for Responsible Investment (UN PRI) and have developed our own ESG rating (Environment/Social/Governance), which overweights social aspects and thus leads to an ESG weighting of 30/50/20. We screen our portfolio quarterly for violations of our investment guidelines and have the CO₂ values checked by an external rating agency and the development of CO₂ performance analysed.

We also act responsibly vis-à-vis fund managers and companies by engaging in a targeted manner in order to demand sustainability guidelines or their improvements. We are a member of CRIC (Corporate Responsibility Interface Center) and support measures to eliminate grievances or conflicts regarding ecological, ethical and social values. As a founding member of the pan-European engagement network Shareholders for Change (SfC), we are closely involved in its actions and set joint activities to hold companies accountable according to the focus areas of labour/human rights, tax practices and justice as well as CO₂ emissions and climate change.

The risk/return-optimised design of asset allocation and the selection of managers and investment products are our core competences.