Metzler Asset Management GmbH has bundled sustainability activities into a Sustainable Investment Office, thus expanding its ESG competence further. This sister company of Metzler Bank, a private bank in Frankfurt, has recruited two acknowledged ESG experts, Jan Rabe and Daniel Sailer, to head the newly created unit. Together they will be responsible for implementing and advancing Metzler’s ESG strategy and will report directly to the management of Metzler Asset Management GmbH.
Jan Rabe, former head of ESG Research at Deutsche Bank, has ten years of experience in equity strategies. As an ESG investment strategist, his most recent tasks included advising global institutional investors on asset allocation as well as companies in the EMEA region (Europe, Middle East and Africa) on regulatory and capital market ESG issues.
Daniel Sailer has eight years of experience in ESG research and ESG benchmarks, most recently as Executive Director at MSCI responsible for ESG research and the ESG sales team in the GSA region (Germany, Switzerland and Austria). In this role, he developed individual ESG strategies in cooperation with institutional investors such as pension funds, insurance companies and clerical institutions.
“With this step, Metzler Asset Management underlines the significantly increased importance of sustainability in its investment processes,” says Dr. Rainer Matthes, Chief Investment Officer (CIO) and Managing Director at Metzler Asset Management GmbH. According to Matthes, the new ESG experts will also support clients in developing their own sustainability strategies and expand Metzler Asset Management's ESG reporting further.
Since 2017, Metzler Asset Management GmbH has been offering its clients significant ESG reporting that has been consistently well received in times of steadily increasing investment volumes in sustainability and tightening regulatory requirements. According to Matthes, “This reporting system stands out from other approaches on the market because it takes several ESG research partners into account and includes an engagement analysis.” In future, it will be possible to provide ESG reports for master funds and their sub-segments as well as for certain special AIFs and mutual funds at no additional cost. In addition, the reporting system shall be expanded to cover climate risks in particular but also to include sustainable impact analyses.
By establishing a Sustainable Investment Office, Metzler Asset Management is going further along the ESG path it adopted some years ago. In 2012, Metzler became one of the first asset managers in Germany to sign the United Nations Principles for Responsible Investment (UN PRI). “Since then, we have gradually incorporated sustainability aspects into our investment process and we now have complete ESG integration in all our discretionary equity, bond and multi-asset mandates,” says Matthes.
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