Sustainability at Bantleon

For us, not just a word, but also a fundamental value: sustainability is strongly anchored in the philosophy of Bantleon. This applies to internal processes as well as to our product and service portfolio.

Sustainability at Bantleon

Sustainability is strongly anchored in Bantleon's DNA. As an independent company, we have taken responsibility for our actions since our incorporation in 1991 and evaluate our business activities from a long-term and holistic perspective. Furthermore, we see sustainability as a challenge that can only be achieved by active participation and not from a passive attitude. Thus, acting in a sustainable way not only reduces risks, but also offers substantial opportunities.

With that in mind, ecological, social and corporate governance (ESG) criteria are an integral part of our investment processes. This ensures that sustainability risks are identified and addressed at an early stage and that their impact on the investment assets entrusted to us is minimised. The tailor-made implementation of individual requirement profiles of different investor groups is part of Bantleon's profound expertise.

Sustainability in active management

Sustainable active investment management cannot change the world overnight – but it can make it a little better every day.

Sustainability in passive management

We have also been offering sustainable solutions for passive investment strategies for years: from best-in-class approaches to the replication of regional sustainable indices and the ESG optimisation of conventional approaches.

Sustainability in passive management of Bantleon Invest AG

Sustainability often has a high value in passive management as well. Therefore, we offer different solutions to take sustainability criteria into account in the corresponding investment strategies.

Best in class equity strategies in cooperation with the Hanover Stock Exchange

The Global Challenges Index (GCX) of the Hanover Stock Exchange focuses on seven future-relevant areas. It demands strict and consistent performance criteria from the listed companies and identifies entrepreneurial pioneers who make sustainable use of the opportunities of global change. Since 2007, the GCX, which comprises 50 international stocks from particularly sustainably oriented companies, has shown that responsible investment and an attractive performance go well together. That is why the Hannover Stock Exchange added a bond counterpart to the GCX in 2013, the Global Challenges Corporates (GCC), and an equity index for companies from emerging markets, the GCX EM, in 2022.

More information

MSCI ESG Leaders Indices: flexible implementation of passive investment strategies with strong partners

The indices track the performance of companies with high environmental, social and governance (ESG) ratings relative to their peers. They aim to achieve 50% sector representation relative to the parent MSCI Leaders Index and include companies with the highest MSCI ESG scores in each sector. The indices are designed for institutional investors seeking exposure to companies with a strong sustainability profile and a relatively low tracking error to the underlying equity market.

More information

PR Indices: Liquid real estate strategies as a complementary investment

The Global Property Research regional indices are equity indices that include the world's leading environmental, social and governance (ESG) companies in the real estate sector. The index construction process identifies and ranks companies that meet high standards in areas including energy efficiency, social responsibility and transparent corporate governance. The indices offer investors the opportunity to invest specifically in real estate companies that have above-average ESG characteristics and create long-term value. The regional coverage extends to Asia Pacific, the United States of America and EMEA (Europe, Middle East, Africa).

More information

Sustainability as Management Company

As Management Company, we are a strong partner for our clients in the definition, implementation and monitoring of legal requirements and voluntary principles and measures for the integration of sustainability in capital investments.

Sustainability-related transparency

As a financial market participant, we contribute to the promotion of sustainable finance. We create transparency by defining and disclosing our approach to corresponding sustainability-related regulatory requirements.

Engagement Policy

Sustainability is an integral part of regular company discussions and in the exercise of shareholder rights.

Support for global sustainability initiatives

We support global sustainability standards through participation in the United Nations PRI initiative and support the substantive objective of international climate agreements.

Support for global sustainability initiatives

Signatory of the PRI – and that for ten years now

As we are convinced of the benefits of sustainable investing, we signed the Principles for Responsible Investment (PRI) Initiative in 2013. The PRI Initiative is an international network of investors in partnership with the United Nations Environment Programme Finance Initiative (UNEP FI) and the UN Global Compact network. The aim is to promote the spread of sustainable investing and to understand its impacts. As a signatory of the PRI, we are committed to following the initiative's six principles and thus also to taking sustainability-related issues into account in our own investment processes.

Compensation of CO₂ emissions via the Climate Collective

In terms of the collective responsibility of limiting global warming, we are guided by the triad of »avoid – reduce – compensate« in the emission of climate-damaging greenhouse gases from our original business operations.

Individual companies of the Bantleon Group offset their unavoidable CO₂ emissions through the Climate-Collection – Church Compensation Fund (Klima-Kollekte – Kirchlicher Kompensationsfonds gGmbH), thereby promoting innovative climate solutions and the dissemination of climate-friendly technologies. The supported projects not only serve climate protection, but also contribute to the overall implementation of the Sustainable Development Goals (SDGs), e.g. to fight poverty locally. Group-wide compensation of unavoidable CO₂ emissions is currently being examined.

Climate protection certificate Bantleon Invest AG (formerly Warburg Invest AG)

This website no longer supports Internet Explorer.