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.
Screening of portfolios in accordance with your specific sustainability criteria and support with the staged restructuring of your securities | |
Development of a customer-specific sustainability universe based on tailored sustainability criteria |



what marks us out
investment services


