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

Klaus Sojer

Head of Private Banking

Maximilianstraße 2 • 80539  Munich

More

Klaus Sojer

Head of Private Banking

Munich

More

Markus Neumann

Team Lead Private Banking Hamburg and Foundations

Ferdinandstraße 75 • 20095  Hamburg

More

Markus Neumann

Team Lead Private Banking Hamburg and Foundations

Hamburg

More

Mario Littmann

Team Lead Private Banking Hamburg

Ferdinandstraße 75 • 20095  Hamburg

More

Mario Littmann

Team Lead Private Banking Hamburg

Hamburg

More

Bente Lorenzen

Team Lead Digital Asset Management

Ferdinandstraße 75 • 20095  Hamburg

More

Bente Lorenzen

Team Lead Digital Asset Management

Hamburg

More

Britta Grashoff

Head of Private Banking Bremen

Am Markt 19 • 28195  Bremen

More

Britta Grashoff

Head of Private Banking Bremen

Bremen

More

Dirk Maag

Head of Private Banking Osnabrück

Möserstraße 27 • 49074  Osnabrück

More

Dirk Maag

Head of Private Banking Osnabrück

Osnabrück

More

René Laux

Head of Private Banking Brunswick

Petritorwall 22 • 38118  Braunschweig

More

René Laux

Head of Private Banking Brunswick

Braunschweig

More

Daniel Wendig

Head of Private Banking Cologne

Brückenstraße 17 • 50667  Cologne

More

Daniel Wendig

Head of Private Banking Cologne

Cologne

More

Mirko Prinz

Private Banking Frankfurt

Liebigstraße 6 • 60323  Frankfurt am Main

More

Mirko Prinz

Private Banking Frankfurt

Frankfurt am Main

More

Dr. Frank Geilfuß

Head of Private Banking Berlin

Behrenstraße 36 • 10117  Berlin

More

Dr. Frank Geilfuß

Head of Private Banking Berlin

Berlin

More

Martin Schilling

Head of Private Banking Hanover

An der Börse 7 • 30159  Hannover

More

Martin Schilling

Head of Private Banking Hanover

Hannover

More

Jörg Massek

Head of Private Banking and Private Clients

Königstraße 28 • 70173  Stuttgart

More

Jörg Massek

Head of Private Banking and Private Clients

Stuttgart

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

More

Ronny Schubert

Team Lead Private Banking Berlin

Behrenstraße 36 • 10117  Berlin

More

Ronny Schubert

Team Lead Private Banking Berlin

Berlin

More

Christoph Oppermann

Team Lead Digital Asset Management

An der Börse 7 • 30159  Hannover

More

Christoph Oppermann

Team Lead Digital Asset Management

Hannover

More

Martin Günther

Team Lead Private Banking Hanover

An der Börse 7 • 30159  Hannover

More

Martin Günther

Team Lead Private Banking Hanover

Hannover

More

Paul Recum

Head of Private Banking München

Maximilianstraße 2 • 80539  Munich

More

Paul Recum

Head of Private Banking München

Munich

To top