What contribution can an ethical and sustainable investment really make to achieving sustainability goals? This question is more pressing today than ever before. This is because sustainable investment as a concept has recently been increasingly called into question.

There are many reasons for this: alleged greenwashing by
fund providers, a perception of overregulation or alleged
performance disadvantages of sustainable funds.

However, it is also true that we are at a turning point in the history of our planet. The need to transition to a sustainable economy is more urgent than ever.

The effects of climate change are already being felt. Extreme weather events are becoming more frequent. Sea and air temperatures reached new highs in 2023. The global loss of biodiversity is also highly alarming.

At the same time, social inequality jeopardizes a just society. But instead of just looking at the challenges, we also recognize the opportunities for positive change. The dynamic situation opens up new ways for us to make an effective contribution through impact investing and active ownership while pursuing the financial goals of our investors.

Our Christian roots form the foundation for our understanding of responsibility as a sustainable asset manager. At the same time, we believe that sustainable investing is not only ethically sound, but also makes financial sense.

We are convinced that companies that behave sustainably and ethically are more stable and resilient in the long term. This can also be proven with hard figures.

By integrating environmental, social and governance criteria into our investment decisions, we strive not only to achieve short-term gains, but also to create long-term value for our investors. As an impact specialist, however, we go a significant step further to drive sustainable change: We engage in Active Ownership in the form of corporate dialogs and rely on voting rights to achieve positive change.

Last year, we once again carried out numerous collaborative and self-initiated investments. For portfolio companies in EB-SIM’s mutual funds, voting rights were exercised at the Annual General Meetings in order to actively participate in the companies’ decision-making processes.

We have produced a comprehensive analysis and position paper on deforestation, undoubtedly one of the most pressing sustainability challenges. This enabled us to gain a better understanding of the risks and opportunities associated with deforestation in order to take them into account in our investment decisions.

Our mission is to encourage companies to integrate sustainable and responsible practices into their business operations.

We believe that constructive collaboration is a powerful tool for change. That is why we take our responsibility as an active, sustainable investor seriously and support companies in their sustainability transformation through dialog.

This Impact Report documents our efforts to live our values and demonstrates our commitment to making the world a better place through profitable investments. We would like to thank our stakeholders for accompanying and supporting us on this journey. Your trust is the key to our joint success.