Our convictions
As part of the Institutional Investment Group the core value proposition for investors and employees of ServiceInvest Kapitalverwaltungsgesellschaft mbH has been based on placing a significant weight on sustainability factors in all actions and services.
Driven by our increased market position and social responsibility – but also by general social developments – we are committed to using our own sphere of influence to make a significant corporate contribution to a sustainable environment and society.
For this reason, ServiceInvest has translated the general principles of sustainable corporate governance into its own corporate sustainability strategy, which makes sustainable action in and by our company binding and also takes into account any potential adverse effects on sustainability factors when making investment decisions.
Central contents and cornerstones of our actions are:
- reducing CO2 emissions and
- decreasing the overall burden on tenants through reduced heating and ancillary costs.
- the consumption of resources by fund properties transparent as well as
- sustainable action measurable.
The Institutional Investment Group with its subsidiaries is a signatory to the Principles for Responsible Investment (PRI) initiative supported by the United Nations. This network of international investors is dedicated to establishing and putting into practice the principles of responsible investment. The PRI were developed by the investment community and reflect the view that environmental, social and governance (ESG) issues can affect the performance of investment portfolios and therefore need to be properly considered by investors if they are to meet their social responsibilities. By implementing the Principles, signatories contribute to the development of a more sustainable global financial system.
Launched in 2006 by the UNEP Finance Initiative and the UN Global Compact, the PRIs provide a voluntary framework through which all investors can integrate ESG considerations into their decision-making and ownership, and thus better align their objectives with those of society as a whole.
The 17 Sustainable Development Goals are:
Sustainability risks are events or conditions in the areas of the environment, social issues, or corporate governance whose occurrence could have, or could potentially have, a material adverse impact on the value of an investment.
As part of our investment decision-making process, sustainability risks are identified and assessed through our Adverse Sustainable Screening. In this process, we assess an investment against defined ESG criteria to identify events or conditions that could have a material adverse effect on its value. The results of this screening are factored into the final investment decision. If the identified sustainability risks exceed the materiality thresholds we have established, this may lead to the rejection of the investment on sustainability grounds.
Investment proposals are specifically screened for key negative sustainability impacts and sustainability indicators as part of our Adverse Sustainable Screening:
Environment & Biodiversity
Signs of poor handling in the compliance with environmental standards or the prevention or remediation of contamination
Emission of gases responsible for the greenhouse effect
Evidence of direct support for production or distribution of ozone-depleting gases without a phase-out scenario.
CONTROVERSIAL WEAPONS / MILITARY EQUIPMENT
Indications of direct support for the production or distribution of controversial weapons (cluster bombs, anti-personnel mines) or relevant system components
HUMAN RIGHTS & LABOR RIGHTS
Signs of inadequate handling of violations of international human rights conventions or the ILO’s core labor standards (child labor, forced labor, discrimination, freedom of association)
MONEY LAUNDERING PREVENTION
Signs of inadequate procedures in screening or in response to money laundering incidents
CORRUPTION PREVENTION
Signs of inadequate handling of screening processes or incidents of corruption and bribery
The results of the Adverse Sustainable Screening are incorporated into the final investment decision and, if materiality thresholds are exceeded, lead to our veto on sustainability grounds.
Driven by the market position we have gained and the resulting increase in social responsibility – but also by general social developments – our main endeavour is to use our own sphere of influence to make a significant corporate contribution to a sustainable environment and society.
This includes using our own influence (stewardship) on third parties to optimise the overall long-term value, including shared economic, social and environmental values, on which the returns and interests of investors and beneficiaries depend.
The following guideline describes how we as the Institutional Investment Group aim to exert a responsible influence in the interests of sustainability:
Below, we explain changes to the content of the information published on this website in accordance with Articles 3, 5, and 10 of Regulation (EU) 2019/2088. Purely editorial changes that do not affect the content are not listed separately.
August 14, 2024 – Consideration of Adverse Sustainability Impacts
Information has been added regarding the sustainability indicators listed in the Principal Adverse Impact Statement, as well as the strategies for identifying and weighting them.
July 20, 2026 – Strategies for Incorporating Sustainability Risks
The presentation of the strategies for incorporating sustainability risks has been modified by listing them as a separate section titled “Consideration of Sustainability Risks in Investment Decisions.”