Sustainable Asset Management
For many investors, ensuring sustainability is becoming a more and more important element of portfolio building. Our Portfolio Management team meets this requirement by taking investment decisions not just from a financial perspective, but also using ESG criteria. Investing sensibly in ESG assets depends on thorough research, sophisticated processes, and substantial experience. We are happy to advise clients on investments in this area and to assist them on the journey towards a more sustainable future.
What does ESG stand for?
Sustainable investment is not just about environment protection. The acronym ESG stands for “environmental, social, and governance.” In addition to investments in renewable energy projects, for example, it covers topics such as complying with labor rights and strengthening shareholder rights.
The following graphic provides an overview of ESG topics:

Our minimum standards
The Warburg Minimum Standards provide a basis for or Asset Management. They involve excluding companies from the investable investment universe that do not meet the minimum ecological, social and ethical standards we have set.
This includes shares and bonds of companies that are active in the field of controversial weapons or nuclear weapons or that show strong entrepreneurial controversies, meaning serious misconduct in the environmental, social and corporate governance areas. In addition, companies active in thermal coal mining or energy production from thermal coal are excluded. With regard to the assessment of environmental damage, we hereby pay particular attention to reducing the carbon footprint of our investments.
In the Warburg Group's ESG committee, which combines the expertise of Warburg Bank's Portfolio Management together with Warburg Invest and Marcard, Stein & Co, all exclusions are continuously reviewed and adjusted if necessary. In order to make well-founded assessments of the severity of controversies, active dialogue is sought with selected companies.
Focused sustainability strategies
In addition to the Warburg Minimum Standards, we also offer focused sustainability strategies, which have a significantly more comprehensive methodology with regard to ESG criteria.
Warburg's Portfolio Management looks at the sustainability performance of a country or company using the MSCI ESG rating. This aggregates environmental, social and ethical aspects together into a rating on a scale from AAA to CCC. Countries or companies with a rating lower than BBB are excluded from the sustainability universe.
The assessment of countries is based on twelve criteria. We refer to globally recognised institutions such as Freedom House, the UN or Transparency International. Important criteria are climate protection, corruption, money laundering, military expenditure and the death penalty.
The sustainability methodology for the selection of companies is set up as a multi-stage filter process. Absolute and relative exclusion criteria for business activities are combined with minimum ratings and quality standards for dealing with controversies. The absolute exclusion criteria include controversial business areas such as the production of alcohol, tobacco products, weapons of any kind and the generation of electricity from nuclear energy. In addition, companies are excluded from an investment if they are rated as below average in terms of sustainability by the MSCI ESG rating in a sector comparison. If a company violates accepted conventions such as the UN Global Compact, it will also not be invested in.
In the area of impact investments, we allocate funds that grant microfinance loans in addition to green bonds.
We show our clients the sustainability characteristics of their assets in the form of a supplementary overview, which we integrate into our regular reporting.
We believe that changes in the sustainability performance of companies can serve as valuable indicators of their reputation, operating environment and ultimately the performance of their shares.
Adding value for investors
We are convinced that investments that comply with ESG criteria are more stable and hence more successful in the long term. A well-balanced, ESG-compliant portfolio offers opportunities for increased returns, and may reduce volatility and generate an improved risk-adjusted return.
ESG-compliant investments in securities still involve risks. Nevertheless, in our view there are clear arguments in favor of an ESG approach, and more and more investors are acting accordingly. This is not a short-term trend, but a fundamental shift in investor behavior.
Key aspects of this are that investors today take extremely conscious investment decisions, set greater store by transparency, and want to make a positive contribution with their investments. We would be happy to help you with this.

Contact person in your region
Display of services from Google Maps is deactivated.
Click here to activate Google Maps.
Open Privacy-Settings.
Contacts

More
Sandra Duttke
Head of Private Banking Region North
Ferdinandstraße 75 • 20095 Hamburg

More

More
Britta Grashoff
Head of Private Banking Bremen
Am Markt 19 • 28195 Bremen

More

More
Dirk Maag
Head of Private Banking Osnabrück
Möserstraße 27 • 49074 Osnabrück

More

More
René Laux
Head of Private Banking Brunswick
Petritorwall 22 • 38118 Braunschweig

More

More
Daniel Wendig
Head of Private Banking Cologne
Brückenstraße 17 • 50667 Cologne

More

More
Klaus Sojer
Head of Private Banking Region South
Maximilianstraße 2 • 80539 Munich

More

More
Joachim Schmidt
Head of Private Banking Frankfurt
Liebigstraße 6 • 60323 Frankfurt am Main

More

More
Dr. Frank Geilfuß
Head of Private Banking Berlin
Behrenstraße 36 • 10117 Berlin

More

More
Martin Schilling
Head of Private Banking Hanover
An der Börse 7 • 30159 Hannover

More

More
Jörg Massek
Head of Private Banking and Private Clients
Königstraße 28 • 70173 Stuttgart

More

More
Christian Wamsler
Head of PWM, semi institutional and foundations
Königstraße 28 • 70173 Stuttgart

More
Christian Wamsler
Head of PWM, semi institutional and foundations
Stuttgart