Invest in a positive society and healthy environment

Team

Christoph Klein

Christoph Klein
CFA,CEFA

Founder & Managing Partner

  • Successful credit analyst und portfolio manager since 1998
  • Bank clerk at Deutsche Bank Bremen, 1991-1993
  • Diploma in Business Administration, University of Trier, 1999
  • Visiting Scholar New York University, 2000
  • Credit analyst at Deutsche Bank, 1998-2000
  • Credit portfolio manager at Deutsche Asset Management, 2000-2004
  • Credit hedge fonds manager at Credaris and Tripoint, 2004-2007
  • Head non-financial credit, Head ESG credit, Senior multi asset manager at Deutsche Asset Management, 2007-2017
  • Partner and portfolio manager at nordIX AG, 2017-2018
  • 2018: Foundation of ESG Portfolio Management GmbH
  • Longstanding member of the UN PRI Fixed Income Working Group
  • Speaker at DVFA
  • Head of the DVFA Bond Commission and member of the DVFA Sustainable Investing Commission
  • Volunteer at CFA Institute
Frank Rothauge

Co-Portfolio Manager Frank Rothauge, CFA

  • More than 20 years of professional equity experience
  • Advised as equity analyst many fund managers regarding equity selection
  • Head of the technology sector research team at Sal. Oppenheim
  • Multiple winner as Germany‘s best telecom analyst
  • Contributed to more than 40 capital market transactions
  • Head of the audit committee at the supervisory board of the TecDax-company Drillisch AG, until October 2017
  • Portfolio Manager of the fund Universal – AHP Aristoteles UI
  • Managing Partner of AHP Capital Management
Lars Behl

Lars Behl

Analyst

  • Joined ESG Portfolio Management in August 2020
  • Sc. Busines Administration with focus on „Financial Markets and Institutions“, Justus- Liebig University Giessen, 2017-2020
  • Master’s thesis on climate sensitivity of stock returns in different industries and regions
  • Sc. Economics with focus on „Environmental Management and Energy Economics“, TU Dresden, 2014-2017
  • Training as bank clerk, Sparkasse Burbach-Neunkirchen, 2011-2014
Publications Christoph Klein

An EU taxonomy alignment case study

https://www.unpri.org/eu-taxonomy-alignment-case-studies/eu-taxonomy-alignment-case-study-esg-portfolio-management/6308.article

SDG Impact Measurement – A Brief Overview of Providers, Methodologies, Data and Output
https://www.dvfa.de/fileadmin/downloads/Verband/Kommissionen/Sustainable_Investing/DVFA_SDG_Impact_Measurement.pdf

“Quantitative Credit Rating Models including ESG factors”, Research Report No. 01/2019 ISSN 1864-0125 Stuttgart, September 2019, University of Stuttgart Faculty of Business and Social Science Institute of Business Administration Department III (Corporate Finance),
https://www.bwi.uni-stuttgart.de/abt3/files/forschung/Forschungsbericht-1-19-Klein.pdf

"Steinhoff (Continued)“ in: Shifting Perceptions ESG, Credit Risks and Ratings, Part 2: Exploring the Disconnects, www.unpri.org, 2018

Integrating ESG into the Fixed-Income Portfolio” in: CFA Institute Conference Proceedings, Fourth Quarter 2015, Volume 32 Issue 4

„Einsatz von Kreditderivaten im aktiven Portfoliomanagement“ in: Kreditderivate Handbuch für die Bank- und Anlagepraxis, 3. Auflage, Burghof, H.-P., et al., Stuttgart 2015

“Institutionelle Investoren - Motive und Bedeutung” in: Nachhaltige Geldanlagen, M. Faust, S. Scholz, S., Frankfurt 2014

“Reduzierung der Marktvolatilität durch Bondkommunikation”, in Praxishandbuch Debt Relations, Hasler, P. T., et al., Wiesbaden 2013

“Erweiterung der Kreditanalyse um ESG Faktoren” in: Credit Analyst, Everling, O. et al., München 2012

„Analysis and Evaluation of Corporate Bonds” in: The Handbook of Finance, F. J. Fabozzi, Wiley & Sons, Hoboken 2008, volume 2

“Eight Relative Value Opportunities” und “Risk Management for Multistrategy Funds” in: Credit Derivatives Strategies, R. Douglas, Bloomberg Press, New York, 2007

„Analysis and Evaluation of Corporate Bonds” in The Handbook of European Fixed Income Securities, F. J. Fabozzi, M. Choudry, Wiley & Sons, Hoboken 2004

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).