Philosophie_01

Our Philosophy

We follow a stringent and structured investment process.

The goal for all our products is to generate recurring, above-average performance.

Our investment policy is based on four principles:

  1. "We strongly believe that active management, based on a sophisticated and broadly diversified asset allocation, delivers the best risk-adjusted returns for our clients over the long term."

  2. "We believe that sustainable investments contribute to a better world. Sustainable investments can also be more beneficial in the long term, as they generate a combination of positive environmental and social returns with investment performance that rivals traditional investments."

  3. "We believe that the best investment results are achieved by combining the expertise of our investment professionals with quantitative analyses. This approach enables us to identify market opportunities overlooked by others and differentiate our investment strategies from the market consensus."

  4. "We firmly believe that portfolios that are broadly diversified across asset classes (shares, bonds and alternative investments), regions and styles (active & passive) will be more resilient in downturns and provide better protection against risk."

 

Our investment policy for sustainable products

We are signatories to the UN Principles of Responsible Investing (UN PRI) and the UN Global Compact . We have been offering sustainable investment solutions both as wealth management and as funds since 2011. All investment decisions must go through a quantitative and a fundamental analysis process. This is referred to as "quantamental". Risk management forms an integral part of our investment process. We do not offer any service involving securities of controversial arms producers. We neither invest in tobacco producers nor in pure tobacco traders, both in terms of investment advisory and wealth management. We exclude issuers from controversial sectors such as nuclear power or mining from our sustainable wealth management. We invest exclusively in companies with high environmental standards and social criteria as well as very good governance (ESG approach). An independent sustainability advisory board of renowned experts oversees our finances. We invest in the available universe according to a best-in-class approach (top 50 %) based on the results of our mandated analyst firm Sustainalytics. We supplement this with our own analyses. We use our influence on companies to bring about improvements in ESG standards. We also collaborat with our parent company, ABN AMRO, to generate greater influence.

Our investment policy principles  (German)

Information on Bethmann Bank's approach to ESG issues in sustainable asset management (German)

Our strategies for dealing with sustainability risks in wealth management and investment advisory  (German)

Consideration of significant adverse impacts on sustainability factors in insurance advice  (German)

Consideration of significant adverse effects of investment decisions on sustainability factors  (German)

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