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
In both our private banking business and at our fund company Warburg Invest, we advise our clients on the sustainability-related opportunities, risks, and impacts of their investment decisions. To do so, we not only offer investment strategies tailored to their needs but have also developed tools to measure and manage carbon emissions and other sustainability factors in client portfolios.
Minimum ethical standards
As the Warburg Group, we also take on responsibility and base the management of the assets entrusted to us on a clear set of principles — our ESG Investment Minimum Standards. Since 2021, these voluntary standards have been binding for all companies in the Warburg Group, in both advisory services and asset management.
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 features with a pragmatic best-in-class approach. Companies that are demonstrably working to improve their environmental footprint are weighted more favourably. The strategy is also available in a variant that additionally purchases European emission allowances and permanently removes them from the market.
Warburg Invest offers a range of solutions under its Warburg Invest Responsible strategy. These range from revenue-based exclusion criteria to funds that specifically apply positive screening. The Warburg Invest Responsible – Corporate Bonds fund, for example, invests primarily in green, social, and sustainability bonds.
Impact investing is about using an investor's influence to strengthen the sustainability profile of emerging companies or to support their growth. This is particularly demanding, as it requires deep knowledge of private capital markets and a strong network. Marcard, Stein & Co can offer clients both, providing access to impact investments tailored to their needs.
