Themed funds and certificates are growing in popularity. oekom research has identified this trend and is assisting its clients by developing products with themed portfolios. The companies which are included in the portfolios have to satisfy stringent requirements:
In the first stage, oekom research selects the companies which have been accorded „prime“ status in the best-in-class analysis. From the sustainability point of view, these are among the best companies in their sectors and demonstrate exemplary commitment.
In the second stage, oekom research identifies companies making a substantial and forward-looking contribution towards managing the challenges in the particular theme and in doing so are opening market opportunities for themselves.
Following on from this, in an optional third stage, clients can select from a range of exclusion criteria in order to arrange their portfolios to suit their individual preferences.
oekom Portfolio "Sustainable Lifestyle"
Included in the oekom Portfolio "Sustainable Lifestyle" are companies from sectors of relevance to consumers such as food, cosmetics, consumer electronics and mobility which take sustainability criteria into account in creating their products/services.
oekom Portfolio "Biodiversity & Ecosystem Services"
The oekom Portfolio "Biodiversity & Ecosystem Services" contains companies which have demonstrated substantial and forward-looking action to preserve species diversity and the functional capacity of ecosystems. Included are amongst others companies from the sectors Retail, Media, and Pharma.
oekom Portfolio "Climate Change"
Included in the oekom Portfolio "Climate Change" are companies which make a contribution to climate protection and thus satisfy the sustainable company management requirements.
Further themed portfolios are now in the pipeline. Please contact us if you are interested in a specific topic.
Contact: Till Jung, Director Business Development, tell.: +49/89/544184-62, E-Mail: email@example.com