Sustainability in the investment process ESG integration

For a share to find its way into the OLZ portfolio at all, it must comply with our sustainability guidelines. There are various ESG criteria to consider.

ESG integration

Percentage increase in ESG score

The percentage increase in the ESG score of a portfolio depends directly on the ESG score of the benchmark against which it is compared. The lower the ESG score of the benchmark, the more the ESG score of the portfolio can be optimized.

Reduction of the CO2 key figures

The portfolio aims to reduce its carbon intensity and carbon footprint by at least 30% compared to the benchmark. This ensures a significantly lower environmental impact and promotes a focus on climate-friendly investment strategies.

You can see what this looks like for our OLZ Equity World ex Switzerland Optimized ESG Fund here:

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