Sustainability at Bantleon Invest

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

Sustainability at Bantleon Invest

Sustainability is strongly anchored in our DNA. We have taken responsibility for our actions since our incorporation 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 Invest Kapitalverwaltungsgesellschaft mbH's profound expertise.

Sustainability in passive management

Sustainable passive investment management cannot change the world overnight – but it can make it a little better every day: 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 Kapitalverwaltungsgesellschaft mbH

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. For this reason, the Hanover Stock Exchange complemented the GCX with the Global Challenges Corporates (GCC) on the bond side in 2013, and in 2023 expanded the family with the Global Challenges Index Paris Aligned (GCX PA) — an equity index designed to reflect the decarbonization goals of the Paris Climate Agreement.

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

The indices MSCI North America Selection, MSCI Europe Selection and MSCI Pacific Selection 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 World Selection Index and include companies with the highest MSCI ESG scores in each sector. The indices are designed for investors seeking exposure to companies with a strong sustainability profile and a relatively low tracking error to the underlying equity market.

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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.

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