According to a recent investor survey conducted by BlackRock, sustainability is already a crucial topic in the investment process for 82% of investors worldwide. In Europe, agreement with this idea is particularly high – 95% consider sustainable investment important, and 64% even say it is “very important”. The topic is also likely to become even more important further down the road: only 5% of global respondents believe that sustainable investment will just be a short-term trend.
Policymakers have also recognized the vital importance of sustainability criteria in the investment process. The issue is particularly important in the European Union, which launched its own action plan and is currently preparing a variety of different binding regulations that will demand a great deal from financial service providers: greater transparency (Sustainable Finance Disclosure Regulation – SFDR), harmonization of sustainable financial products (taxonomy), and direct consideration of ESG criteria when advising clients (amendment of MiFID II) are to be required.
In this environment, it is necessary for every financial provider to deal with the question of what they need to offer as well as what they want to offer in order to fulfill the regulatory requirements and to be able to respond to the individual desires of their clients. Even if their own clients have very little interest in ESG (for the time being), the data shows that the topic is much too important to ignore.
Kaiser Partner Privatbank offers independent asset managers a variety of different tools for providing clients with optimal advice in the area of ESG and for preparing for future regulations.
Below you will find a current selection of our services:
The variety of offers can of course be combined as required, and we would be happy to get together with you to develop a custom solution at your request.
Our bank has a long tradition of sustainable investment. Kaiser Partner Privatbank AG has been a signatory to the Principles for Responsible Investment (PRI) since 2009. In 2019, Kaiser Partner Privatbank AG also became the first bank in Liechtenstein to sign on to the Principles for Responsible Banking (PRB). These principles, which came into being in the context of the United Nations Environment Programme Finance Initiative (UNEP FI), provide the framework for a sustainable banking system and help industry to demonstrate its positive contribution to society.
As is always the case with us, the following also applies in the area of ESG: we prefer to speak directly with you and seek out an optimal solution together. We would love to get to know you better in person: