Strategies for investing responsibly
MEAG’s investment products prove that economic, ecological and social requirements need not be a contradiction in terms. The asset manager of Munich Re and ERGO offers its customers investment funds that focus on sustainability.
Climate protection is not only necessary, it also presents great opportunities, as illustrated by the MEAG KlimaStrategie fund. "We offer opportunities for investors who share our concerns, namely that industry must encourage a wiser stewardship of our natural resources in future", says Dr. Thomas Kabisch, Chairman of the Executive Board of MEAG.
The fund’s investment strategy is geared to systematic investment in companies that concern themselves with climate change, either by developing measures to adjust to the consequences of global warming or by providing solutions to reduce greenhouse gas emissions. With this fund, the asset manager of Munich Re and ERGO offers investors an international, widely diversified investment opportunity that takes advantage of the growth trend in the area of climate protection. Kabisch is convinced that "the environment will benefit from these investments, as will the investors".
A fund for sustainable and entrepreneurial action
The equity fund MEAG Nachhaltigkeit, which was set up on 1 October 2003, invests throughout the world primarily in companies that conduct business in a responsible manner. Companies are selected just as much on the basis of their environmentally friendly and socially responsible conduct as on their financial success. This involves supplementing leading equities with forward-looking niche providers. In contrast, producers of tobacco, alcoholic beverages, arms and weapons are excluded, as are companies in the gambling industry. In the Feri EuroRating Awards 2010, MEAG's Nachhaltigkeit fund was nominated one of the top five funds in the Equity Sustainability/Ethics World category. The jury was impressed by its very good performance given the favourable relation between opportunity and risks and its professional fund management.
Foundations can invest your money fairly
Foundations generally gear their investments to the purpose of the foundation. At the same time, they expect solid returns. The MEAG FairReturn investment fund established in June 2009 meets both requirements. Its managers apply strict social, ecological and financial criteria and invest mainly in Europe. Their objective is to deliver positive performance that is in line with the capital markets. In 2009, the fund met with so much approval that MEAG opened it to private investors in spring 2010. MEAG FairReturn was rated as "very good" by Feri EuroRating in January 2011 – principally due to the fund's investment style, particularly its limiting of the risk of loss.
All our investment strategies adhere to the Principles for Responsible Investment (PRI), which Munich Re signed in 2006, the first German company to do so. These six principles are the basis for devising action recommendations designed to take into account ecological and social factors, as well as aspects of good corporate governance in making long-term investment decisions.
