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screening services

Your individual investment plan, with positive and negative criteria, provides us with a framework for building up a sustainable investment universe. We identify shares and bonds whose issuers meet your requirements in terms of sustainable management.

Using the sustainability criteria developed for you, we will conduct a preliminary analysis of your existing portfolios (initial screening) and advise you on the staged restructuring of your securities. For new portfolios we will develop a sustainability universe that contains the stocks and bonds that match precisely your sustainability criteria. This sustainability universe will then provide your asset managers with a basis to assist them in the investment process.

Aufzählung

Screening of portfolios in accordance with your specific sustainability criteria and support with the staged restructuring of your securities

Aufzählung

Development of a customer-specific sustainability universe based on tailored sustainability criteria

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