Investing responsibly
When making investment decisions, the VHV Group paysclose attention to integrated sustainability aspects – among them ethical, ecologicaland social concerns. However, the main focus is clearly on economicsustainability.
Excluded investment areas
All investments of the VHV Group are criticallyexamined and must satisfy ESG criteria. Issuers are evaluated in terms of climateprotection goals, social standards, human rights, and corporate governance.Investments in controversial weapons and companies who exceed certain turnover limitsof coal-fired power generation or fracking/tar sands are categorically excluded.
Controversial weapons
Coal-fired power generation
Fracking and tar sands
Preferred investment areas
Ideal types of investments that satisfy our strict ESGinvestment criteria are in one of the six areas listed below. With this investmentstrategy, we intend to make our portfolio climate neutral by 2050 and, thus,make a crucial contribution to decarbonisation.
Wind energy
Solar energy
Public transport
Grid infrastructure(power)
Green/social/sustainable bonds
Certified real estate
ESG criteria in the investment process
Exclusionary criteria
We place great value on responsible behaviour and refuse to work with companies that violate our ethical and environmental standards.
Positive criteria
Sustainability is our top priority. We assess companies comprehensively in the areas of environment (E), social responsibility (S) and corporate governance (G).
Risk management
As part of our risk management, we place great emphasis on the early identification of potential risks in order to make informed decisions.