Openness, transparency and accountability must define every relationship, whether with investors, colleagues or society as a whole. In tandem, clients’ best interests should always take precedence. This is how lasting value is created and how wealth is protected and grown.
Expectations should be exceeded rather than merely met. And to achieve this, we strive for excellence in everything we do. Our fully integrated investment platform based on outstanding proprietary research, a unique decision-making process and a level of precision in keeping with the best traditions of German engineering are the core components for us to apply this principle.
Many investors have an entrepreneurial outlook. The people they trust to look after their investments should share that perspective. Innovation, adaptation, agility, efficiency and collective intelligence are hallmarks of success, especially amid the risks and opportunities of an ever-changing world.
Forward thinking demands a long-term view. And a sense of consciousness and responsibility for the society we are part of. The long heritage of integrating our Responsible Investing philosophy across all asset classes demonstrates our conviction to contribute to a sustainable future by incorporating environmental, social and governance considerations into investment decisions.
3 . Broadridge, MF & ETFs by AuM of Germany-domiciled funds that use both a positive screen to select investments incl. best-in-class approach or an engagement approach, multi-exclusion or normative approach and thematic or microfinance funds, as of February 2021