oekom research AG services

Are you perhaps an institutional investor considering integrating sustainability criteria into your investment decisions, a bank or investment advisor planning to set up a sustainability fund or a sustainable asset management service, or an insurance company seeking to integrate social and environmental criteria into your risk assessment? We would be happy to advise you on developing and implementing a customised strategy. Our services in the field of sustainable investment range from concept design, through initial portfolio checking to analyse the baseline status of existing portfolios, to assistance with the implementation of the three classic sustainable investment strategies: adoption of a positive or best-in-class approach, the use of exclusion criteria, and engagement. To complete this range, we also offer a service monitoring capital investments.

With equities and bonds, implementation of a sustainable investment strategy principally involves the selection of suitable securities for your own portfolio or for your sustainable investment product. We can compile a suitable investment universe for you, whether you choose to base this on a sustainability concept using positive and/or negative criteria or on particular regions or issues. oekom research can help you develop a sustainability concept that is specifically designed to meet the requirements of your organisation or your target group. The key parameter here is the definition of positive criteria and exclusion criteria. We use these to filter our research universe, which currently consists of around 3,500 companies and 57 countries, to identify those issuers of equities and bonds which meet your requirements. This can be done in one of two ways:

The social and environmental performance of the world’s most important companies and countries is compiled in various responsibility reports. Our analyses provide investors with a basis for their investment decisions and provide companies with a valuable benchmark. Consultants and NGOs use our studies to support their work with soundly-based information.

Sustainably-oriented investors are increasingly adopting an approach aimed at achieving improvements in companies’ sustainability performance by means of direct dialogue with company management. This approach, referred to as “engagement”, is increasingly being seen as the third pillar of sustainable investment, supplementing the use of exclusion criteria and the best-in-class approach.

The risk analyses extend oekom research’s product range into the areas of risk management and reputational risk management. Our analyses will assist you in identifying risks which social and environment-related factors may give rise to. This will form the basis for the proactive management of risks in any financial or investment decision you take.

The ORBIT Companies online database enables direct access to the detailed information contained in the oekom Corporate Ratings of over 3,500 companies. The latter are analysed and evaluated against up to 100 environmental, social and governancerelated criteria. ORBIT Companies enables direct comparison of the corporate responsibility performance of companies, at all levels of the rating. For this purpose, the companies can be arranged into benchmark groups to suit individual requirements. For sustainable investors and asset managers, ORBIT provides new options for analysing the opportunities and risks presented by individual share and bond issuers. Comparing the sustainability performance of companies makes it possible to identify shortcomings and competitive advantages which may impact on the performance of the securities.

The ORBIT Countries online database provides direct access to the detailed information contained in oekom’s country ratings of 56 states plus the EU, which are analysed on the basis of around 100 social and environmental criteria. It covers all EU, OECD and BRIC countries, as well as the most important Asian and South American countries ORBIT Countries enables direct comparison of countries’ sustainability performance at all levels of the rating. Countries can be arranged in comparison groups to suit individual requirements. ORBIT Countries provides sustainable investors with new options for analysing the opportunities and risks presented by particular countries. Comparing countries’ sustainability performance makes it possible to identify shortcomings which could have an adverse impact on countries’ ability to meet their obligations arising from the issuing of government bonds.