ESG

Sustainability Strategy (Art. 3 SFDR)

Thalmann & Verling Trust reg. takes sustainability risks into account indirectly within the scope of its investment decisions through an internal ESG rating system based on the Morningstar methodology. Even in classical wealth management, funds and ETFs are assessed with regard to their ESG classification and are transparently reported within the portfolios. This provides clients – regardless of the chosen mandate – with insight into the ESG orientation of their investments. However, a systematic inclusion of sustainability risks in investment decisions in the sense of a fully integrated ESG strategy is currently not carried out.

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Transparency of Adverse Sustainability Impacts (Art. 4 SFDR)

No consideration of the principal adverse impacts (PAIs):
Thalmann & Verling Trust reg. does not currently consider the principal adverse impacts of investment decisions on sustainability factors within the meaning of Art. 4 SFDR. This decision is based on the size of the company, the resources available, and the currently low demand from clients. Future consideration is regularly evaluated.

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Remuneration Policy and Sustainability Risks (Art. 5 SFDR)

Our remuneration systems support appropriate risk management – including in the area of sustainability. They do not create incentives to take on excessive sustainability risks, do not promote excessive trading activity, and avoid conflicts of interest. The remuneration policy is designed to be neutral towards ESG criteria.

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Product-Related Disclosure (Art. 10 SFDR)

Thalmann & Verling Trust reg. does not currently offer financial products in accordance with Art. 8 or 9 SFDR. However, client inquiries regarding targeted sustainable investment solutions are reviewed individually and can – depending on the mandate design – be implemented.