How does the topic of ‘sustainability’ affect the investment system?
In a holistic view, integrating sustainability into Asset Management entails changes in the entire investment system of an investment company. Accordingly, targeted measures were taken at Unifinanz and changes were made to the investment policy, the investment universe, strategies, advisory procedures, portfolio management, risk management, customer service, reporting, and other areas.
In addition, the associated processes were adapted by means of clear responsibilities and with the help of external partners (data providers).
These procedures are periodically adjusted in view of ongoing regulatory developments.