CapMan Wealth’s Manager Selection and portfolio construction process includes a detailed and thorough ESG-based analysis of investment products and portfolios coupled with qualitative due diligence and interviews with portfolio managers and investment teams of target investment funds. In particular, the focus is on the level ESG integration and sustainability practices and processes of target funds, ESG ratings and risks, carbon intensity metrics, exclusionary policies, implementation, and engagement policies of the funds and portfolios. The investment team will systematically monitor selected managers and investment products through ESG data-driven analysis and review as well as interviews with target fund portfolio managers and investment teams. CapMan Wealth utilizes ESG- and sustainability related data from third party providers, such as e.g. Morningstar Sustainalytics or JAY Solutions. Our investment management and advisory solutions focus on the following areas:

• Incorporating client ESG-related preferences into the investment advise
• Ensuring that responsibility factors are considered alongside risk and return levels for every investment decision.
• Allocating investments to support low-carbon alternatives.
• Promoting solutions that contribute to achieving the UN Sustainable Development Goals.
• Providing relevant sustainability reporting and information at both portfolio and fund level.

Additionally, we manage our own Sustainable Future Fund, which is a carefully curated global equity portfolio designed to mirror the broader stock market, via globally selected investment funds and ETFs. The strategy aims for strong risk-adjusted returns, with a heavy focus on solution companies globally that have a positive impact on UN Sustainable Development Goals as well as broadly on sustainability and environmental themes.

Read more about sustainability at CapMan