ESG

SUSTAINABILITY & ESG POLICY

Chartered Investment sees itself as a socially responsible company ("good corporate citizen"). On this basis, we consistently pursue the global goals of sustainable economic and social development.

Sustainability is one of the most important issues on the global political agenda. Beginning with the landmark agreements of 2015 (the UN Sustainable Development Summit and the Paris Agreement), and continuing with the European package of measures from the report of the High-Level Expert Group on Sustainable Finance in December 2016 and the European Commission's Action Plan on Financing Sustainable Growth in March 2018 to the SFDR and the Taxonomy Regulation, a comprehensive framework for a more sustainable financial system has emerged.

Sustainability in its environmental, social and governance dimensions is an integral part of Chartered Investment's philosophy.

Corporate Sustainability: with regard to our Group, we have set ourselves sustainability goals that are aligned with the UN Sustainable Development Goals (SDGs). As a signatory to the UN Principles for Responsible Investment, we apply this commitment both internally and in our relationships with clients and transaction parties.

ESG@CHARTERED

Signatory to the UN PRI: Principles for Responsible Investment

Chartered Investment is a signatory to the UN Principles for Responsible Investment ("PRI"). PRI is supported by the United Nations Environment Programme Finance Initiative and the United Nations Global Compact and is the world's leading network of financial market participants committed to integrating environmental, social and governance (ESG) considerations into their investment strategies and ownership practices. As a signatory, Chartered Investment is committed to integrating ESG factors into our own business practices and promoting responsible behaviour among the companies we work with.

Six
Principles

Chartered Investment, as a signatory to the UN Principles for Responsible Investment (PRI), is guided by the Six Principles for Responsible Investment, is guided by the Six Principles for Responsible Investment in all its business activities.

Chartered Investment's ESG Desk is the centre of excellence for sustainability and thus responsible for the holistic management of sustainability at group level. It continuously assesses all major regulatory developments at international and European level in the field of sustainability. Through its involvement in ESG committees of leading industry associations in Germany and Luxembourg, Chartered Investment's ESG Desk actively contributes to the development of sustainability infrastructure for the future. In this way, the ESG Desk supports Chartered Investment's clients and transaction parties in implementing strategies and concepts to help meet regulatory and voluntary sustainability objectives at the product level.

ESG PRODUCTS & PROJECTS

Logistics market leader DPL switches entirely to green bond financing with the support of Chartered Investment

Deutsche Paletten Logistik issues two Green Bonds structured by Chartered Investment and commits to a strict sustainability course. Star fund manager Hendrik Leber (ACATIS Investment) invests a high double-digit million amount.

New "Responsibly Sourced Gold" certificate gives private investors access to sustainable gold for the first time

VP Bank and Chartered Investment create a structured product solution with a special certificate so that investors can invest in gold that meets the highest environmental and social standards.

Green Bonds – Issuing Sustainable Bonds via the Opus Platform

The European Union's Green Deal has given further momentum to Green Bonds. With its concept and subsequent regulations, the EU has made it clear that investments in such projects are the most important means in the fight against climate change.

ESG PRODUCT STANDARDS

As a service provider, Chartered Investment has extensive experience in the efficient and target-oriented implementation of product standards that have since become established in the market for ESG-related product solutions.

These include, for example, the Green Bond Principles of the International Capital Market Association (ICMA). As with the Social Bond Principles, Sustainability Bond Guidelines and Sustainability-Linked Bond Principles, ICMA's Green Bond Principles set out a common best practice aimed at supporting issuers in financing environmentally friendly and sustainable products. In this respect, Chartered Investment supports the four core components of the Green Bond Principles (Use of Proceeds; Process for Project Evaluation and Selection; Management of Proceeds; and Reporting), and takes into account both the Green Bond Framework and external verification when supporting transactions with environmental benefits.

Together with renowned data providers and ESG experts, Chartered Investment also implements product solutions at the index level. With LIXX Innovation, Chartered Investment provides access to all categories of ESG indices and benchmarks, especially Paris Aligned and Climate Transition benchmarks. Decarbonisation strategies can also be mapped in all product solutions with the know-how of Chartered Investment's ESG desk.

Responsible investing: The state of ESG - Part 1

29 November 2021

Responsible investing: The state of ESG - Part 1