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ESG

Responsible investment: an element of portfolio optimization

Sustainable investment at Metzler: An element of portfolio optimization

ESG stands for "Environment, Social and Governance". When implementing these sustainability aspects, we at Metzler Asset Management GmbH take exclusion criteria, ESG integration, dialogues, proxy voting rights and ESG controlling and reporting into consideration.

In addition to purely financial criteria, Metzler Asset Management GmbH's investment process also takes into account  how companies handle ecological, social and corporate governance aspects. A broader data basis is intended to improve targeted selection of securities and thus the risk/return profile of the portfolios.

 

Exclusion criteria based on 120 norms and conventions are used for all equity and corporate bond funds. The data comes primarily from MSCI ESG Research. In the event of "very severe controversies", i.e. the most serious breaches of one or more of these norms, we exclude the company in question from the investment universe.

At the client's request, we include additional criteria in the investment process, for example based on data from ISS-ESG.

ESG integration aims to improve the risk/return profile of funds by incorporating key sustainability aspects into traditional investment analysis. For example, we quantify in economic terms  how the following aspects affect business success:

  • ESG scores from MSCI ESG Research
  • Sector-specific key performance indicators (KPIs)
  • ESG aspects of corporate business models

Metzler Asset Management GmbH has entered an agreement with BMO Global Asset Management (BMO) to handle dialogue and voting rights. BMO and the portfolio managers at Metzler address business-relevant ESG challenges in their discussions with companies. BMO also exercises proxy voting rights. BMO prepares reports on these activities and the milestones achieved, some of which we incorporate into ESG reporting for our clients.

Information on proxy voting activity:

We continuously improve ESG integration by means of ESG controlling. In addition, Metzler Asset Management has been offering comprehensive ESG reporting since January 2018 based on the most important key indicators (KPIs) and broader sustainability approaches, greenhouse gas emissions, the most serious breaches of international norms and conventions, as well as dialogues and proxy voting activity.

ESG reporting on Metzler Asset Management's mutual funds can be found under Fund Prices & Documents.

Milestones in ESG: Metzler Asset Management over 20 years of experience

QbrickS: Integrating sustainability into your portfolio

ESG-Integration with QbrickS

For 20 years, our asset management approach has been implementing sustainability aspects into individual portfolios on a modular basis. We have now enhanced this approach further in line with changing conditions.

With QbrickS, we offer our clients a integrated concept that includes tailor-made advisory services, customized implementation and comprehensive reporting. We meet our clients’ most diverse requirements – whether shaped by certain values, economic parameters or regulatory restrictions.

ESG reporting enhances portfolio transparency

Das Metzler-Reporting bietet eine hohe Flexibilität beim Erstellen maßgeschneiderten Reportings und verspricht gleichzeitig einen hohen Qualitätsanspruch an das Reportingergebnis.

More and more institutional investors are looking for sustainable investment solutions, and at the same time, legal regulations are becoming more comprehensive (e.g. CSR Directive, EbAV II). This increases the need for and demands on ESG reporting for capital investments.

In January of 2018, Metzler Asset Management began offering reporting that meets these requirements and includes key sustainability aspects. ESG evaluations are prepared for a variety of asset classes including equities, corporate bonds and government bonds, i.e.  for all of Metzler Asset Management's actively managed mutual funds, but also for special funds upon client request, and at Master KVG level.

ESG reports are updated monthly and provide investors with the desired transparency as to the sustainability of their investments:

  • Evaluations based on significant ESG risks and opportunities (e.g. from MSCI ESG Research)
  • Evaluations based on broad ESG assessments (e.g. from ISS-ESG)
  • Analysis of a portfolio's carbon footprint 
  • Analysis of controversies at the various ESG data providers
  • Evaltation engagement (company dialogues and voting)

ESG reporting on Metzler Asset Management's mutual funds can be found under Fund Prices & Documents.

Associations and cooperations

Metzler Asset Management GmbH is an active member of various associations in the area of sustainability. In connection with several cooperation agreements and initiatives, we also engage in regular exchange on topics relating to sustainable investments. Learn more about our commitments and memberships below.

  • Bundesverband Investment und Asset Management (BVI): The team at Metzler Asset Management GmbH exchanges views on ESG issues regularly with other members of the Bundesverband's ESG working group. This includes integrating the guidelines on responsible investing into the BVI's rules of conduct.
  • CRIc e. V.: Metzler Asset Management GmbH has been a full member of CRIC e.V. since August 1, 2018. The association's main areas of activity include engagement, research and awareness raising for sustainable investments in society, politics and business.
  • Forum Nachhaltige Geldanlage (FNG): Metzler Asset Management GmbH has been a member of the FNG since 2002. The aim is to raise awareness of sustainable investment solutions and thereby trigger a positive steering effect for investments.
  • BMO Global Asset Management: Metzler Asset Management GmbH has been working with BMO Global Asset Management since 2014 on the topic of "Dialogues and voting rights".
  • ISS-ESG: Metzler Asset Management GmbH has been working with ISS-ESG since 1999 for customer-specific ethical or sustainable exclusion criteria and/or "best in class" approaches for managing special funds.
  • MSCI ESG Research: Since 2016, Metzler Asset Management GmbH has been obtaining data for ESG integration and for analyzing "very severe controversies" primarily from MSCI ESG Research.
  • Sustainability initiative "Accelerating Sustainable Finance": Deutsche Börse AG has launched the sustainability initiative "Accelerating Sustainable Finance" together with other key players in the financial center of Frankfurt/Main, Germany. Emmerich Müller, personally liable partner at Metzler Bank, signed the "Frankfurt Declaration" for the family owned private bank on February 5, 2018. In this declaration, the signatories expressed their joint intention to create sustainable infrastructures in the financial sector. The players in the Frankfurt Sustainability Initiative have set themselves the goal of achieving important milestones in terms of sustainability based on their own core businesses. An additional aim is to define the framework conditions for a sustainable financial industry and launch appropriate initiatives in Frankfurt.
  • Principles for Responsible Investment (PRI): In 2012, Metzler Asset Management GmbH was one of the first German asset managers to sign the Principles for Responsible Investment (PRI), which were established in 2005 on the initiative of the United Nations as a voluntary commitment by the signatories. More than 1,400 members from over 50 countries have now joined the initiative - with a total investment capital of around USD 59 trillion. 
  • Task Force on Climate-Related Financial Disclosures (TCFD): The TCFD, founded by the Financial Stability Board (FSB), promotes the disclosure of climate-related information and data from companies. The companies are required to analyze and assess the opportunities and risks arising from climate change. The additional information is intended to help investors to make informed decisions. As a supporter of the TCFD, Metzler Asset Management advocates greater transparency in climate reporting.

    Detailed information on the TCFD and a list of official supporters can be found at www.fsb-tcfd.org

    A comprehensive description of TCFD recommendations can be found in the TCFD recommendations report.

Downloads

Your contacts in the Sustainable Investment Office

Metzler Asset Management GmbH concentrates its sustainability activities in the Sustainable Investment Office (SIO) under the management of Jan Rabe and Daniel Sailer with the aim of efficiently implementing and further developing its ESG strategy. Expert know-how in ESG research, asset management, ESG reporting and for tailor-made advisory services is bundled in the SIO. 

You can reach the SIO by e-mail at sustainableinvestments@metzler.com or follow us on social media at #MetzlerESG.

Jan Rabe, Metzler Asset Management
Jan Rabe

ESG integration

Daniel Sailer, Metzler Asset Management
Daniel Sailer

ESG advisory

Philipp Linke, Metzler Asset Management
Philipp Linke

ESG reporting

Important note

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You will be forwarded to the Landingpage of Asset Management.

You will be forwarded to the Landingpage of Asset Management.

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Conditions of Use and Legal Notes

The contents published on the Metzler website are intended solely for information purposes.

Please note that the documents provided on this website regarding investment funds administered by Metzler Ireland Limited are a non-binding English translation of the original German documents.

Please also read the important information below in which the contractual, legal and regulatory conditions applicable to investments in investment funds are explained.

By accessing the Metzler website, users declare their agreement with the legally binding conditions of use and with the liability exclusion.

General restrictions
The Metzler website contains information on various investment funds administered by capital management companies in a number of countries. These investment funds can be distributed in different countries under certain circumstances. Details on the distribution licenses of individual investment funds can be found in the relevant sales documents and in the fund factsheets. This information is intended solely for investors in countries where the fund concerned is licensed for distribution. The information below is not intended for publication or for use by any person or company in a country in which a fund is not licensed for distribution or in which the publication or use of the information below would contravene statutory regulations or administrative procedures. In particular, this information and the investment fund shares are not intended for distribution in the United States of America or for persons who are nationals of the United States of America, companies domiciled there, or agents acting on behalf of such persons or companies. The information contained in the following pages does not constitute an offer or solicitation to acquire or dispose of any investment shares in one of the listed funds in a country in which the making of such an offer or solicitation would contravene the law; nor is the aforesaid information intended for such persons or companies to whom or to which the making of an offer or solicitation would be in contravention of the law; nor is it intended for agents acting on behalf or in favor of such persons or companies.

Liability for contents
Metzler Asset Management GmbH permanently examines and updates the information on its website. However, it cannot guarantee that these web pages are permanently updated; nor can it accept any guarantee for the correctness or completeness of the contents provided in these pages. Unless proof of willful misconduct or gross negligence can be provided, no liability claims can be accepted in respect of damages whether of a material or immaterial kind. All offers are non-binding and subject to confirmation. Metzler reserves the right to make unannounced alterations, supplements or deletions to parts or all of the web pages and to temporarily or finally suspend publication thereof.

Links
Our website contains links to external websites of third parties, the contents of which we are unable to influence. For this reason Metzler is unable to accept any guarantee for these external contents. The provider or operator of these linked web pages is responsible at all times for the contents of these pages. At the time the links were established, an examination was made to discover any potential legal violations. No unlawful contents were recognized at the time of linking. However, a permanent control of the contents of linked pages cannot be reasonably expected unless a concrete suspicion of a legal violation exists. We shall immediately remove any links if we receive knowledge of legal transgressions.

Subscribing shares or units – no investment advice
The contents of the Metzler website do not constitute investment advice; nor do they constitute a concrete recommendation or solicitation to acquire or dispose of shares or units in funds; nor are the contents intended to form the basis of a contract or component of a contract. The sole binding foundation for subscribing shares or units in a fund are the documents stated in the subscription application of the investment fund (e.g. the sales prospectus, the key investor information document, contractual conditions, annual and interim reports, company’s memorandum and articles of association or other applicable documents and provisions). These documents may be obtained free of charge from:

Metzler Asset Management GmbH

Untermainanlage 1
60329 Frankfurt/Main
Postfach 20 01 38
60605 Frankfurt/Main
Germany

Phone: (+49 - 69) 21 04 - 11 11
Fax: (+49 - 69) 21 04 - 11 79

Please read these documents carefully before you make an investment decision/recommendation as they contain precise information on the investment goals of the funds and the risks accompanying these goals.

Copyright
The contents and items compiled by Metzler on this website are subject to German copyright and trademark law. Any copying, processing, distribution or other form of exploitation beyond the copyright limits of the copyright and trademark law require the written consent of Metzler. Downloads and copies of this website are only permitted for private, non-commercial use.

Place of jurisdiction
Place of jurisdiction is Frankfurt/Main, Federal Republic of Germany.

Risk note
Please be aware of the risks associated with every investment decision. Please bear in mind that past performance and profits are not necessarily an indication of future performance and that no guarantee or assurance can be given for an investment’s future success. The value of the investment units and their returns are subject to a number of risks, such as stock market or exchange rate risks, and can thus rise or fall. It is possible that an investor might not get back the amount invested or might even sustain a loss. Please also bear in mind that an investment in funds is also subject to a vast range of other risks in addition to stock market and exchange rate risks (examples are investment focus, fund management, price developments, general economic developments etc.) which make it impossible to guarantee the success of an investment. The fiscal treatment of your investment fund distributions can be subject to changes by the legislator or to differing interpretations on the part of the fiscal authorities.

Status: April 2020