For quite some time the persisting fall
of prices on the stock exchange damaged many investors strongly. During
the good stock exchange times at the end of the 90's one hardly asked,
into which asset to invest. The indications stood well, the euphoria
wave drew practically each product upward, short term profits were
pre-programmed. The collapse of the stock exchange pointed out to many
investors that investments nevertheless have to be regarded as long-term
commitments. The investor became more mature out of the own experience
and examines Investments into stock exchange products more critically,
but also more differentiatedly; because a long-term commitment of
financial means wants to be well considered.
Today, the sustainable assets have to
stand the questionning of the investors as well. They were not exempted
from the fall of prices on the stock exchange.
The idea standing behind these products
is worth an exact view, because they promote the long-term thinking of
enterprises and turn away from companies concentrating on pure
maximization of profit. There are different sustainable asset products,
however the broad effect of the term of sustainability in the financial
world is substantially due to the funds. The present folder concentrates
its content on those sustainability funds.
The topic “Sustainability” became an
emphasis in the setting up of innovative asset products for the entire
fund industry in the last years. The Swiss market reached a prominent
position thereby in Continental Europe. Considering the funds available
on the market under this designation, no clear definition can be found.
The promising term of the Sustainability is used in so different ways
that it leads more to confusion than to clarity.
This folder explains the philosophies
standing behind the term of the sustainability funds and points out, how
sustainability is interpreted within the individual funds. It also aims
to show how more transparency can be brought into the question, how
sustainable a fund sold as such really is. The investor here shall be
provided with the basis necessary to make his investment decision into a
sustainable fund on a good knowledge. He shall have the possibility to
find out, which fund-philosophy corresponds best to his own investment
philosophy.
[Introduction] [Sustainability] [Sustainability
and Asset Management] [Evaluation Process]
[Standard] [Market
Situation]
[Conlusions]
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