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information for... pension funds

Worldwide, pension funds are one of the major drivers of capital investment based on sustainability criteria. They have a particular interest in putting their money in investments that are profitable and secure in the long term. Alongside increasing diversification of asset classes, integration of social and environmental criteria offers another method of reducing investment risk. At the same time, it can also be useful for pension funds to use exclusion criteria to pursue particular value objectives in their investment. In this way, for example, it is possible to avoid the paradoxical situation of a pension fund investing in a company in which recognised labour rights are being violated. We will help you to develop and implement an appropriate sustainability strategy, with services including the following:

 

Portfolio analysis

As part of our portfolio analysis service, we will review the sustainability quality of your current capital investments. You can customise the criteria used to do this. The analysis serves as a basis for identifying the action you need to take and for determining appropriate measures. -> Portfolio analysis

 

Investment universes

The oekom Universe covers 6,200 issuers (5.500 corporates and 700 (sub-)sovereigns). We filter the issuers of equities and bonds in our overall universe to identify those which best match your sustainability fund concept. We can compile appropriate negative or positive lists, whichever you prefer. This procedure is based on our detailed ratings and analysis of breaches of the exclusion criteria, which we monitor continuously. -> Investment universes

 

Controversial Weapons Monitor

For the oekom Controversial Weapons Monitor database, oekom research has identified around 400 companies worldwide which are suspected of manufacturing controversial or even banned weapons. In the cases of around 250 of these companies, detailed research has confirmed these suspicions or at least provided indications that the companies are involved in the production of such weapons. These include numerous issuers of equities and bonds. The database offers detailed information on all these companies. -> Controversial Weapons Monitor

 

Reports

Would you be interested in receiving details of the ratings of individual issuers analysed by oekom research? We can provide you with reports on all companies and countries in the oekom universe, which will give you detailed insights into their rating by oekom research. -> Reports

 

Engagement

Increasing numbers of investors are adopting an approach based on contacting management personnel directly in order to achieve improvements in companies’ sustainability management – an approach referred to as “engagement”. Using our oekom Engagement Compass and working together with the specialist engagement service provider GES, we can help to ensure that you enter into dialogue with companies armed with the skills you need and with clearly defined goals. -> Engagement services

 

We would be pleased to provide you with further information about these and other services. Contact: Client Relations, e-mail: clients@oekom-research.com

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