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Just to be sustainable ("green") at first glance does not automatically mean that a company is risk-free and immune to price declines. Therefore, on the one hand, ARTS Asset Management combines sustainability aspects with active fund management to be able to react quickly to changes in the market and adjust the asset allocation accordingly and on the other hand, to limit losses in difficult stock market phases by reducing the equity quota.

ARTS currently has one sustainable fund. For further information please refer to C-QUADRAT ARTS Total Return ESG

ARTS now also climate positive

Since 2021 ARTS Asset Management has been certified as a climate positive company. 

ARTS is now not only climate neutral but also climate positive. This means that by supporting rainforest projects we bind twice as much CO2 as we cause as a company. Read more ...

Disclosure Regulation (SFDR)

Regulation (EU) 2019/2088 (Disclosure Regulation) of the European Parliament and of the Council (hereafter: Sustainable Finance Disclosure Regulation, “SFDR”), dated November 27, 2019, includes sustainability-related disclosure requirements for all fund products distributed in the EU. The aim is to create more transparency on sustainability within the financial markets in a standardized manner and to enable the comparability of financial products.

Product providers must therefore classify their funds in one of the three categories according to the respective consideration of ESG-criteria.

Possible classifications according to the regulation:

Article 6 – ESG Integration, funds consider sustainability risks and opportunities

Article 8 – ESG Strategy, Funds promote environmental and social characteristics

Article 9 – ESG Impact, funds aim for a sustainable investment

No ESG Products - ESG is not considered when making investment decisions

Most of the products managed by ARTS are classified as Article 6 products. Their underlying investments do not consider the EU criteria for environmentally sustainable economic activities. They must disclose their strategies for managing sustainability risks, how they are considered in the investment process, and their implications. It should be noted that the classification of a product as Article 6 does not mean that the product is a sustainable product. You can find more information at Disclosures

ARTS currently has one fund classified according to Article 8. For further information, please refer to C-QUADRAT ARTS Total Return ESG

A detailed overview of the respective classifications of the funds managed by ARTS Asset Management GmbH can be found under fund overview

The European Commission's action plan

In March 2018, the European Commission published an action plan for financing sustainable growth. This was based on the 2016 Paris Climate Agreement and the United Nations 2030 Agenda for Sustainable Development.

The core element of the action plan is the concept of sustainable finance. This generally refers to the consideration of environmental and social aspects ("ESG-factors"), in decision-making and investment consulting, which should lead to more investments in longer-term and sustainable activities. Topics such as climate change, equitable access to opportunities and distribution of resources, and the battle against any forms of corruption make sustainability more urgent than ever.

The European Commission's action plan specified the following three objectives:

(1) Redirect capital flows to sustainable investments to achieve sustainable and integrative growth,

(2) manage financial risks arising from climate change, resource scarcity, environmental degradation, and social problems and

(3) promote transparency and long-termism in financial and economic activity.

However, sustainability is not just a purely environmental topic, as is often assumed, but also encompasses a company's dealings with its employees or with the issue of human rights, as well as the principles of good corporate governance.

ESG therefore covers three aspects of sustainability:

  • E is for "Environment", the environmental protection
    S is for "Social", social justice
    G is for "Governance", conscientious corporate governance

The "fourth" column of investment

Under the existing MiFID II framework, firms providing investment advice and portfolio management must obtain the necessary information about their clients' investment knowledge and experience, risk tolerance, investment objectives and ability to bear losses. In addition to this information, which generally relates to financial objectives, relevant sustainability preferences must also be requested with immediate effect.

The triangle of investment - return, security, and liquidity - is supplemented by the aspect of sustainability. While the first three components of investment are competing objectives, this is not necessarily true for the sustainability component. The use of environmental, social and governance (ESG) criteria does not have to mean sacrificing returns. Most studies conclude that investments that consider sustainability criteria can perform at least as well as conventional investments.