Return with responsibility
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!
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