Values (Werte)

Our WIW concept: Values

Our values, which are expressed through the EB Group’s sustainability filter, form the foundation of our investment process. This filter combines the ethically-sustainable criteria of the guidelines for ethically-sustainable investments of the Evangelical Church in Germany (EKD guidelines for short) with our own focal points, such as the impact of companies on the Sustainable Development Goals (SDG). This systematically supplements traditional exclusion criteria, which include controversial business practices (e.g. production of controversial weapons) and activities (e.g. serious violations of the UN Global Compact). By using the filter in our mutual funds, we not only ensure that the investments correspond to our values, but also minimize sustainability-related financial risks.

  • Audit criterion of the EB filter (Responsible) for companies

      • Audit criterion of the EB filter (Responsible) for companies
      • Exclusions for …
      • Conventional weapons (production)
      • 5 %
      • Outlawed weapons (production)
      • 0 %
      • Nuclear weapons (production)
      • 0 %
      • Spirits (from 20 percent by volume)
      • 5 %
      • Tobacco products and cannabis for non-medical purposes
      • 5 %
      • Gambling (controversial forms)
      • 5 %
      • Pornography (production / distribution)
      • 0 % / 5 %
      • Genetically modified seeds
      • 5 %
      • Embryonic stem cell research
      • 0 %
      • Coal (extraction / power generation)
      • 5 % / 5 %
      • Share of global coal production
      • 1 % subsidy share
      • Unconventional gas and oil production (oil sands, oil shale, shale gas and Arctic oil and gas production)
      • 5 %
      • Nuclear energy
      • 5 %
      • ILO core labor standards
      • Very serious violations
      • UN Global Compact
      • Very serious violations
      • OECD Guidelines for Multinational Enterprises
      • Very serious violations
      • UN Guiding Principles on Business and Human Rights
      • Very serious violations
      • ESG Rating
      • CCC
      • Combination criterion ESG Rating & SDG Scores 1-17
      • ESG rating below BBB and negative impact (“misaligned”) on at least one of the 17 SDGs

  • Review criterion of the EB filter (Responsible) for states

      • Test criterion of the EB filter (Responsible)*
      • Exclusions for …
      • ESG Score
      • CCC
      • Peace status
      • Very low
      • Death penalty
      • Application of the death penalty
      • Freedom status (according to Freedom House)
      • Not free
      • Civil liberties and political rights (according to Freedom House)
      • Score over 5
      • Stability of the state (according to Worldwide Governance Indicators)
      • Score below 0
      • Corruption (according to the Corruption Perception Index)
      • Score below 40
      • Money laundering (according to the AML Index of the Basel Institute)
      • Yes
      • Child labor
      • More than 1% of all children in a country
      • Convention on Biological Diversity (CBD)
      • No contracting party
      • Paris Agreement (incl. associated obligations)
      • Non-ratification or insufficient compliance
      • Financing of weapons of mass destruction (according to Financial Action Taskforce)
      • “High risk” and “Increased monitoring”
      • Terrorist financing (in accordance with the Financial Action Taskforce)
      • “High risk” and “Increased monitoring”
      • Tax evasion/avoidance (according to EU list of non-cooperative jurisdictions for tax purposes)
      • Yes

By applying the filter in our funds, we are pursuing several objectives:

  • We set clear ethical standards by consistently excluding controversial business practices.
  • We support companies and projects that make a positive contribution to sustainable development.
  • We minimize sustainability-related financial risks for our investors.
  • We support the transition to a more sustainable economy.

With this approach, we not only create stable long-term returns, but also contribute to a more responsible and sustainable society. Our filter is therefore more than just an exclusion criterion – it is a tool for positive change and sustainable growth.

The EB filter (Responsible)

The EB (Responsible) filter stands for a consistently value-based investment strategy based on the guidelines for ethical and sustainable investments of the Evangelical Church in Germany.

It is an expression of a clear stance and reflects our own ethical convictions. By implementing the EB filter professionally, we avoid active risks and at the same time enable competitive management compared to conventional indices. In this way, we combine responsible investing with high financial quality – in line with strong values.

continue to Integration

Investor type
Country
Save