At Mpartners, capital preservation and a disciplined value strategy form the foundation of our wealth management. We do not view sustainability as a standalone product or a marketing tool, but as an integral component of our risk analysis. In accordance with the European Sustainable Finance Disclosure Regulation (SFDR), the following is a brief overview of how ESG (Environmental, Social, and Governance) factors are integrated into our investment process. More detailed information can be found in the publications available on this page.
SFDR Classification: Article 8
The portfolios are classified under Article 8 of the SFDR. This means that the portfolios promote ecological or social characteristics, but do not have sustainable investment objectives as defined by the SFDR. Mpartners commits to a minimum share of 20% sustainable investments (Sustainable Investments) within the portfolios. This objective is safeguarded through a combination of negative screening (exclusions) and the selection of companies that make a measurable contribution to sustainable themes, while ensuring they do not significantly harm other themes (the 'Do No Significant Harm' principle under the SFDR).
To measure and monitor the sustainability characteristics of the portfolio, Mpartners utilizes external data providers, comparable to the research providers we use for financial and macro analysis. The objective is to formally integrate ESG metrics into the investment process and to report this data transparently on an annual basis, thereby actively promoting environmental and social characteristics.
The rationale behind our investment process
Publications
Further information regarding sustainability at Mpartners can be found in the documents below.
Pre-contractual disclosures for our financial products:
Periodic disclosures for our financial products:
How we integrate sustainability risks into our remuneration policy
Mpartners also integrates sustainability factors into its remuneration policy. You can read more about this in our Remuneration Policy.
Our approach to addressing adverse impacts on sustainability
Mpartners monitors and manages the principal adverse impacts of investment decisions on sustainability factors. We identify adverse impacts on sustainability factors and structurally integrate ESG criteria into our decision-making. In this PAI statement, we report on our approach and results in accordance with the SFDR guidelines.
Further information can be found in our Statement on principal adverse impacts of investment decisions on sustainability factors (SFDR Annex I - PAI).
