Sustainable Asset Growth through Responsible Investing

Wealthy investors and institutions, including those in the USA, increasingly want comprehensive details of the opportunities and risks associated with their investments. They often ask for information about climate risk or innovative products in growth markets. In addition, investors are also looking for opportunities to invest in ways that accord with their values.

The companies of the Kaiser Partner Group are responding to these needs with Responsible Investing (RI). Various responsible investment strategies are integrated into portfolio management: targeted investments are made in companies with an above-average environmental and social record and good corporate governance (ESG criteria). These companies are often distinguished by a high degree of innovation and operational efficiency, and so are financially attractive too. In addition, portfolio managers look carefully for investments that will benefit from the drivers of global change. Companies that offer products and services in areas such as energy efficiency or water treatment technology, for example, could profit from high growth rates while simultaneously making a contribution to sustainable development. Customers with large portfolios can put together these Responsible Investing strategies to suit their individual requirements, deciding what kind of businesses match their values, and which they would rather not invest in.

We offer services to professional investors including:

  • Consolidated portfolio checks using ESG or exclusion criteria – for individual stocks and for investment funds
  • Advice on how you can offer Responsible Investing to your clients

For further information, please contact our Responsible Investing Team.