Beautiful Lake with mountains in the background.

Invest sustainably.

Time for responsibility.

We review the business model of each of your investments from a sustainability perspective and highlight opportunities and risks. We do not follow abstract guidelines, but allow ourselves the luxury of an opinion.

Those who take responsibility think ahead - even when investing.

The Gutmann sustainability approach.

Gutmann is convinced of the value created by sustainable investing and has consistently embedded sustainability principles into its investment process for many years. We follow an ESG integration approach, whereby material environmental, social and governance (ESG) factors are incorporated across the entire investment process and systematically considered in all investment decisions.

Sustainability is therefore not limited to dedicated sustainable investment solutions but has been an integral component of our investment process since 2018. It is applied to internally managed mutual funds, selected special funds, investment advisory services, and discretionary portfolio management mandates.

Our security selection process is based on a combination of clearly defined exclusion criteria and a best-in-class approach. We exclude, among others, companies involved in controversial weapons, coal mining, coal-fired power generation, Arctic oil and gas extraction, oil sands, fracking, or gambling. Issuers that violate the principles of the UN Global Compact or are associated with authoritarian regimes are also excluded.

In addition, we assess the sustainability profile of issuers using a comprehensive set of criteria to identify those companies that demonstrate particularly responsible business practices within their respective industries. This enables us to focus on businesses that are best positioned to manage sustainability-related risks and opportunities while creating long-term value.

Our three pillars of Sustainable Investing

Exclude

Exclusion criteria are norm-based and value-based
Select

Best-in-class-approach: companies that deliver the best sustainability performance in their sector
Address

Engagement and voting rights. Actively and directly influencing the behavior of companies

Sustainability Brochure

We are convinced that only a long-term orientation is successful. This is not only important for our investment solutions, but is also lived out in numerous Corporate Social Responsibility initiatives within the company.
In the sustainability brochure you will find the measures implemented and further developments made in the past year.