Sustainability
Our approach to sustainability
As a specialised asset manager, we have been systematically integrating sustainability aspects into our investment processes for many years.
Based on this approach, we have developed the WIW concept, which combines the three dimensions of values (Werte), integration and engagement (Wirkung).
Our values form the foundation of our actions and serve as a guide when selecting investments. By integrating sustainability risks and opportunities into financial analysis, we expand the assessment of potential investments to include additional perspectives.
Furthermore, we use company dialogues to address sustainability issues with companies and support their development.
Our expertise
Climate change, resource scarcity and societal changes are among the key challenges of our time. Against this backdrop, we systematically take sustainability considerations into account in our investment decisions. Through our WIW approach, we combine financial objectives with the analysis of environmental, social and ethical factors.
“EB-SIM follows a consistently ethical and sustainable investment process. Our WIW approach enables us to reduce sustainability risks within the portfolios and thereby refine the risk-return profile.”
Document archive
Mandatory regulatory information
As a responsible financial institution, we attach great importance to transparency, sustainability and compliance with regulatory requirements. We provide comprehensive information on our corporate practices as part of the disclosure obligations pursuant to Articles 46 to 53 of Regulation (EU) 2019/2033 and the participation policy pursuant to Section 134b AktG. We also publish sustainability-related disclosures in accordance with the Disclosure Regulation (EU) 2019/2088, including a statement on the consideration of the main adverse impacts on sustainability factors in our investment advice. In addition, we provide information on the options for managing inflows and outflows of investment funds and offer an internal complaints office to handle our customers’ concerns efficiently and fairly.