Exclusion criteria
We exclude securities that violate the principles of the United Nations Global Compact or are involved in activities related to controversial weapons. For individual mandates, we can add criteria agreed with the client.
It helps us better understand opportunities and risks – financially, environmentally, and socially. ESG data provides an important foundation for this.
But data only becomes meaningful when it is put into context: what does it mean for a company, its business model, and its industry? That is why we combine external ESG data with financial analysis, proprietary research, and dialogue with companies.
This creates a differentiated view of which companies are credibly driving change – and where risks may be underestimated.
Since 2014, Metzler Asset Management has worked with Columbia Threadneedle Investments on corporate engagement and the exercise of voting rights (until July 3, 2022, BMO Global Asset Management).
Sustainability belongs in investment decisions – not alongside them.
Years of experience in sustainable investing
ESG criteria integrated into all fundamentally and actively managed funds1
billion EUR in Assets managed using ESG strategies2
Share of total assets under management3
1The information presented does not apply to the asset classes of Metzler Premium Funds or assets managed as part of an advisory mandate. These funds pursue a different sustainability strategy.
2The information presented does not apply to the asset classes of Metzler Premium Funds or assets managed as part of an advisory mandate. These funds pursue a different sustainability strategy.
3Source: Metzler Asset Management, as of July 31, 2026 | The calculation is based on Regulation (EU) 2019/2088 (Sustainable Finance Disclosure Regulation, SFDR) on sustainability-related disclosures in the financial services sector and includes so-called Article 8 and Article 9 funds. Classification under Article 8 or 9 SFDR does not constitute a sustainability label.
We consider sustainability factors throughout the investment process – from analysis and valuation through portfolio construction to ongoing monitoring. Binding guidelines and disclosures show how we apply these criteria.
We exclude securities that violate the principles of the United Nations Global Compact or are involved in activities related to controversial weapons. For individual mandates, we can add criteria agreed with the client.
We systematically incorporate sustainability factors into our assessments and investment decisions. In doing so, we take into account the specific characteristics of each asset class and strategy.
Direct dialogue with companies helps us better assess sustainability issues and potential risks. Together with Columbia Threadneedle Investments, we exercise our voting rights through clearly defined voting and engagement processes.
We continuously monitor the integration of ESG factors. Our ESG reporting makes sustainability aspects within portfolios transparent, including ESG risks, greenhouse gas emissions, controversies, and engagement and voting activities. We offer ESG analyses across various asset classes and, upon request, for special funds and at the master fund level.
Not every client shares the same sustainability objectives. Some wish to exclude specific companies or business activities, while others aim to reduce their portfolio’s carbon footprint or align with a defined climate transition pathway.
Using QbrickS®, we analyze how sustainability factors, asset allocation, and investment styles interact. This enables you to implement your ESG requirements in a targeted manner without upsetting the overall balance of your portfolio.
Metzler Asset Management has focused on sustainable investing for more than 25 years. Since 2016, we have integrated ESG criteria into all fundamentally and actively managed funds.¹
Sustainable investing continues to evolve – in terms of expertise, regulation, and methodology. External assessments and memberships help us evaluate and continuously refine our approach.
¹ The information presented does not apply to the asset classes of Metzler Premium Funds or assets managed as part of an advisory mandate. These funds pursue a different sustainability strategy.
The 2025 PRI Assessment confirms this commitment: Metzler Asset Management once again achieved the highest rating of five stars across nine categories, including equity and fixed-income strategies, policy and strategy, and confidence-building measures.
Since 1999, Metzler Asset Management has worked with ISS ESG on client-specific ethical or sustainable exclusion criteria and “best-in-class” approaches for the management of special funds.
ISS ESGSince 2016, Metzler Asset Management has primarily sourced data from MSCI ESG Research for ESG integration and the analysis of particularly severe controversies.
MSCI ESG ResearchWould you like to integrate sustainability more deeply into your investment strategy? We can show you which approaches best fit your objectives, requirements, and portfolio.
