Sustainability at Estably

Investing with the best conscience

In addition to a demanding performance, a transparent cost structure and first-class customer service, the concept of sustainability is playing a central role for more and more investors.

As responsible inhabitants of this earth, it is also in our interest to cultivate a sustainable approach to the given resources and our fellow human beings.

Sustainable ESG portfolio

Our Value 100 Green portfolio boasts an excellent ESG sustainability rating.

Exclusion of sectors

In our other portfolios, we also refrain from unethical sectors such as the arms, tobacco or coal industries.

Charitable purposes

By supporting aid projects, we try to make our contribution to a better world.

Current project

Help for Madagascar

Every time we open a custody account, we donate a fixed amount of our asset management fee to the SOS Children's Village, which cares for 60,000 war-affected children and families in Ukraine as well as single children on the run.

Focus on sustainable companies with the Value 100 Green strategy

With our Value 100 Green strategy, you invest in companies that not only meet our value investing criteria but also have a good ESG sustainability rating.

Investing responsibly does not mean having to make a compromise between returns and a clear conscience. Studies have shown that companies with a higher ESG score perform better than others from a fundamental perspective. This circumstance benefits our long-term value investing strategy.

How the ESG score works

The ESG rating was created to evaluate companies in terms of their sustainability efforts.  In MSCI’s rating, the most relevant ESG risks are determined individually for each company from 35 core topics.

The concept of sustainability not only encompasses environmental aspects but also includes the focus on “social” aspects. and “corporate governance”. Those who fulfill the criteria in the best possible way are awarded the top rating AAA – similar to a credit rating.

MSCI does not limit itself to the mandatory and voluntary information provided by companies when determining the rating. Alternative data” accounts for 45% of the rating. This includes sources outside the companies, such as consumer complaints, product recalls or CEO misconduct;

Even after receiving the rating, the companies are regularly screened by MSCI so that changes in ESG risk can be reflected in the rating in a timely manner.

Environmental
(Environment)

Social
(Social)

Governance
(Corporate governance)

Excerpt of some focal points from the areas of the ESG-Ratings (EEnvironmental, SSocial and GGovernance)

The “CO2 neutral website” initiative calculates the resulting CO2 emissions on the basis of the average number of visitors in a month. This amount is invested in various climate and environmental protection projects around the world, including renewable energy plants and a rainforest project of the international nature conservation organization “World Land Trust” in Ecuador.