Product design is a key component of our sustainability efforts
Product design is a key component of the Warburg Group’s sustainability efforts. We not only take ESG risks into account in our core business areas, but are also expanding the range of dedicated sustainability solutions with a view to client interests – both in the investment business and in Corporate Finance.
ESG in the investment business
Needs-based solutions
Both in the private client business and at our fund company Warburg Invest, we advise our clients on the sustainability-related opportunities, risks and effects of their investment decisions. In addition to offering needs-based investment strategies, we have also developed tools to measure and optimise CO2 emissions and other sustainability aspects in client portfolios.
Minimum ethical standards
As the Warburg Group, we also assume social responsibility and place the management of the funds entrusted to us on an ethical, social and environmental footing – our minimum standards for ESG investments. Since 2021, these voluntary standards have been the sustainable backbone of our asset management and apply to all companies of the Warburg Group.
Investing responsibly
At the Warburg Group, active company dialogues serve as an effective tool for comprehensively assessing companies and as an opportunity to intervene in the event of controversial behaviour and actively discuss company-specific ESG issues. In doing so, we not only make more informed and thus longer-term investment decisions, but also have a positive impact on companies.
ESG investments in detail
Building on a Group-wide foundation, the three Warburg Group companies each have individual ESG-related strategies, some of which go well beyond the minimum ESG investment standards.
The foundation strategy of M.M.Warburg & CO combines environmental and social sustainability criteria with a pragmatic best-in-class approach. Companies that work credibly to improve their environmental footprint are thus rewarded. The multi-award-winning strategy also comes with a dedicated CO2 reduction component.
As a sustainable asset manager, Warburg Invest offers a variety of solutions under the umbrella of the Warburg Invest Responsible strategy. These range from revenue-based exclusion criteria to funds that specifically focus on positive selection. For example, the Warburg Invest Responsible – Corporate Bonds fund primarily invests in green, social and sustainable special-purpose bonds.
Impact investing is about using influence as an investor to make emerging companies more sustainable or to promote their growth. This is the highest level of sustainable investing, as it requires in-depth knowledge of private capital markets and a strong network. Marcard, Stein & Co can offer its clients both, thus enabling them to access tailor-made impact investments.
