Sustainability is much more than just a »trend«

Bantleon was founded in 1991 with the commitment to capital preservation. Since then, our focus has always been on the social benefits of an investment and thus its durability in the economic evolution process.

Management of sustainability risks

What are sustainability risks?

Sustainability risks are environmental, social or governance (ESG) events or conditions that, if they occur, could cause an actual or a potential material negative impact on the value of an investment. It can be a standalone risk or affect other risks and thus contribute to their materiality, e.g. credit/counterparty, market price, liquidity, operational, strategic or reputation risks.

Sustainability risks concerning ESG factors can arise, for example, in the following areas:

Sustainability risks relating to climate and environmental factors are divided into the categories of physical and transition risks.

Consideration of adverse sustainability impacts
(Principal Adverse Impact PAI)

In view of its size, the nature and scope of its activities and the types of financial products it provides, manages or advises on, Bantleon Invest GmbH has established extensive processes for dealing with sustainability risks and for analysing and assessing principle adverse impacts of its investment decisions on sustainability factors. Please refer to the detailed process descriptions in the documents listed below. The underlying ESG criteria are regularly reviewed both before an investment decision is made as well as on an ongoing basis for existing investments in client portfolios.

The precautions and processes not only minimise risks, but also open up additional opportunities. After all, companies that operate sustainably not only have more stable business models, but also benefit from an increasing demand in the global development towards a resource-efficient economic order.