The rate of return is important, and we view it as our job to increase your wealth. Our experiences over the last 30 years have proven that performance and returns are just as possible with sustainable companies. In fact, there is a lot of evidence to suggest that in the long term, sustainable investments can even yield higher increases in value.The rate of return is important, and we view it as our job to increase your wealth. Our experiences over the last 30 years have proven that performance and returns are just as possible with sustainable companies. In fact, there is a lot of evidence to suggest that in the long term, sustainable investments can even yield higher increases in value.
Our approach to responsible investing looks like this:
• We follow the financial analysis of a company with an examination of the non-financial performance indicators. These are crucial for minimising risks and allow us to identify opportunities.
• We form our opinion by way of our own quantitative analysis.
• We seek intensive dialogue with the companies in which we invest.
• We cooperate closely with other market participants to make our voice heard, curb the climate crisis and promote social progress.
What added value does sustainable capital investment have for you?
It is not only financial information that contributes to the assessment of the shares and bonds. This is why the performance of your portfolio is more stable and more profitable in the medium to long term with sustainable investments. Considering sustainability criteria makes it possible to avoid various risks, thus leading to the steadier growth of your assets. Your portfolio, in turn, is better equipped for future challenges. Thanks to our 360-degree analysis, larger price slumps (triggered by flawed business practices, for example) can be avoided.
Can sustainable investments avoid major losses in value?
In order to answer this question, let’s observe a simple example:
If, for example, a company’s share suffers a nosedive of 50% in a short time as a result of causing an environmental disaster, its value has to double in the coming years in order to attain the original value once more.
However, sometimes these companies do not recover from the events at all, or only very, very slowly. At the time of the Deepwater Horizon catastrophe, the BP – British Petroleum – share cost around 650 pence. Just two months after the disaster with the oil rig, the price was at roughly 300 pence. To this day, the price has only recovered to 420 pence.
Before the takeover of Monsanto, the share of the company BAYER cost more than 120 euros. It took less than two years for the price to halve in value. In summer 2021, it cost less than 50 euros. In May 2022, the value was at around 60 euros.
A substantiated analysis of the securities as well as the application of our strict ESG criteria spares our clients these losses.
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