10/28/22 9:23 AM - Lesezeit

Return with responsibility

Sabine Tittler

Private Clients, Partner

More than just financial returns? Would you also not like to exclude from your investment universe those industry sectors and countries that have excluded or are not sufficiently committed to achieving sustainable goals? We, at Gutmann, manage return and risk with conscientiousness. Follow our expertise and take this important responsibility with us!

How can you measure sustainability?

We provide our customers with transparent data on all companies whose shares are currently held in the portfolio. The Gutmann portfolio report presents these companies by name combined with the largest overall positive and negative contribution in the portfolio. Moreover, the company selection is based on the 17 United Nations (UN) Sustainable Development Goals.

Source: https://unric.org

These goals include important factors such as the fight against poverty, quality of education, decent work conditions, innovation, and climate protection measures. This enables you, dear customers, to measure us as your asset manager, the measurement not only in terms of returns, but also in terms of the development of sustainability in your portfolio. The focus is embedded in the dimensions of environment (Environmental), social (Social) and responsible corporate management (Governance).

Consideration in the portfolio

Within the Gutmann investment process, we screen sustainability through a combination of exclusion criteria and a best-in-class stock selection. Our filtering criteria include, for example, coal mining, fracking, the arms industry, and gambling.

As an active manager, we directly influence the practices and behavior of companies. This is achieved by active voting at shareholders' meetings and by through dialog between our fund managers and company management.

Gutmann - Responsibility for generations

Naturally, our responsibility at the corporate level goes beyond our offering of an ethical-sustainable investment strategy.

Internally, we purchase green electricity, we have an optimized printer system and we make our in-house purchasing sustainable. By using video conferencing, train travel and electric cars, we are significantly reducing our carbon footprint. We are constantly optimizing our corporate sustainable strategy for you, our employees and our suppliers.

Participation in charitable projects (among others, CliniClowns, Haus Immanuel) is a matter of importance to us, as is the promotion of young employee talent within the framework of the Gutmann Förderkreis. Our catalog of values forms an important foundation for this. We think in generations and recognized early on that diversity can create a variety of social and economic incentives.

Sustainability + economic efficiency = no contradiction

Speaking of profitability, sustainable global equity strategies have delivered results that will surprise you. Please contact your Gutmann advisors for the details.  So that your assets can contribute to a sustainable future!

Disclaimer: This is a marketing communication. Investments in financial instruments are exposed to market risks. Past performance or forecasts are not reliable indicators of future results. Tax treatment depends on each client's personal circumstances and may change in the future. Bank Gutmann AG hereby explicitly points out that this document is intended solely for personal use and for information only. Publishing, copying or transfer shall not be permitted without the consent of Bank Gutmann AG. The contents of this document have not been designed to meet the specific requirements of individual investors (desired return, tax situation, risk tolerance, etc.) but are of a general nature and reflect the current knowledge of the persons responsible for compiling the materials at the copy deadline. This document does not constitute an offer to buy or sell or a solicitation of an offer to buy or sell securities. The required data for disclosure in accordance with Section 25 Media Act is available on the following website: https://www.gutmann.at/en/imprint

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