Sustainable Investing
Sustainable investing means investing in companies that meet environmental, social, and governance (ESG) criteria. These companies strive to minimize their negative impact on the environment and society while maintaining good corporate governance.
Sustainable portfolios consist of ETFs that track indices of companies meeting ESG criteria. These companies are screened for their environmental, social, and governance performance. The composition and rebalancing work the same as with classic portfolios.
Yes, you can have both classic and sustainable portfolios at the same time. You can have up to 5 portfolios in total.
ESG rating is an assessment of a company's performance in three areas: Environment (E), Social responsibility (S), and corporate Governance (G). Companies with a high ESG rating are those that behave responsibly towards the environment, their employees, and shareholders.
No, the taxation of sustainable portfolios is the same as for classic portfolios. The same rules apply to income from the sale of ETFs and dividends.
We believe that sustainable investing is the future. Companies that behave responsibly towards the environment and society are better prepared for long-term challenges and risks. At the same time, we want to give our clients the option to invest in line with their values.