A sustainable portfolio for a better future
Sustainability and conscious responsibility for society and the environment are more than just a passing trend for us: Kaiser Partner Privatbank already signed the UN-supported Principles for Responsible Investing (PRI) in 2009. A decade after the early adoption of the PRI, Kaiser Partner Privatbank was again the first bank in Liechtenstein to officially sign the UN-supported Principles for Responsible Banking (PRB).
As part of the PRI, we have committed to a sustainable investment approach and have fully integrated the relevant criteria into our investment processes.
In a further key step, we have created a separate mandate with a clear focus on sustainability as part of our commitment.
When it comes to sustainability in private banking, Kaiser Partner Privatbank can be proud of its “master” rating in the latest rating by the renowned FUCHS | RICHTER Prüfinstanz.
The individuality of the advice and the knowledge of the consultants in this area were highlighted as “outstanding”.
Our sustainability reporting provides you with a comprehensive analysis of your portfolio, including a detailed breakdown by the common subcategories of environmental, social and governance factors. In addition, the fossil footprint and possible controversial business areas of the portfolio can be identified. The extent to which your investments are aligned with the UN Sustainable Development Goals may also be revealed. In a nutshell, you get to know the exact impact of your portfolio in terms of sustainability and can align it according to your preferences.
Based on the results of a specific questionnaire, we design values-based and impact-oriented solutions that can be aligned with individual Sustainable Development Goals (SDG) of the UN.
With our sustainability mandate, we enable you to access the financial markets while placing a strong emphasis on increasing the positive impact of your portfolio on sustainability issues. We work with you to formulate your individual values and define your personal impact goals. As well as the UN’s Sustainable Development Goals (SDG), the EU’s Sustainable Finance Disclosure Regulation (SFDR) also serves as a basis for achieving maximum impact and a high level of transparency.
Choose from a range of individual stocks, “green” bonds and funds that feature on our special sustainability list and put together your own individual portfolio.
Together, we create transparency regarding your existing investments. On this basis, we harmonize your investment philosophy with the Foundation’s objectives, thereby increasing the impact of your Foundation. We are happy to support you in complying with the ZEWO Standards 15 “Investments”, with due consideration of an optimized risk/return profile.
Would you like to learn more about your investment?
We offer you a free initial analysis of your existing portfolio.
We look forward to hearing from you.
