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in Investment Research
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Welcome to ESG Portfolio Management
ESG Portfolio Management is an asset manager for investment funds and segregated accounts, which are embedding the Sustainable Development Goals (SDGs) of the United Nations.
In 2020 ESG Portfolio Management received the Deutsche Excellence Price and won the Sustainable Investment Award Multi-asset manager of the year. The organisation Principles for Responsible Investment elected ESG PM in the Leaders’ Group. In 2021 ESG PM won the ESG Investing Awards in the categories multi asset und fixed income. Both funds received the FNG designation for sustainable funds with three stars (maximum).
ESG (Environmental, Social and Governance) criteria are considered in the security analysis and selection process besides the economic and financial quality.
The fund management engages actively to improve the issuers‘ ESG quality. For this purpose the fund managements enters a constructive dialogue with the management.
It is ESG Portfolio Management‘s goal to offer suitable fund concepts for investors with different risk appetite:
The SDG Evolution Flexibel fund aims to generate attractive risk adjusted returns (high Sharpe ratio).
The goal of the investment process is to generate positive returns within twelve month periods independent of market conditions. The core component besides security selection, which includes ESG criteria, is a tactical overlay management, which uses efficient, liquid interest, currency and equity instruments. The combination with a stringent risk management is a success factor.
The Mayence Fair Value Bond Fonds aims to generate positive returns.
The goal of the investment process is to generate positive returns within twelve month periods independent of market conditions. The core component besides bond selection, which includes ESG criteria, is a tactical overlay management, which uses efficient, liquid interest and currency instruments. The combination with a stringent risk management is a success factor.
ESG Portfolio Management GmbH provides financial services that comprise investment broking and investment advice, solely for the account and under the liability of AHP Capital Management GmbH, Weißfrauenstraße 12-16, 60311 Frankfurt am Main (section 2 (10) KWG).