Members Login

Login to your account

Username *
Password *
Remember Me

FNG - Forum Nachhaltige Geldanlagen e.V.

  • Increase font size
  • Default font size
  • Decrease font size

A  B  C  D  E  F  G  H  I  J  K  L  M  N  O  P  Q  R  S  T  U  V  W  X  Y  Z

AuM

"Assets under Management"

to the top

 

Best-in-Class
Approach where the leading companies with regard to ESG criteria from each individual sector or industry group are identified and included in the portfolio. (Subset of positive screening).

to the top

 

CG
Corporate Governance

to the top

 

Divestments
Companies that are sold from the fund portfolio.

to the top

 

Engagement
A long-term process of dialogue with companies by investors which seeks to positively influence company behaviour in relation to their social, ethical, governance and environmental practices. This includes vote at AGM, filing or co-filing shareholder proposals, asking questions at AGM, collaborative engagement initiatives, individual company contact and dialogue with policy makers and industry organisations.

ESG
Environment, Social and Governance.

Exclusion
The exclusion of sectors or companies from a fund if involved in certain activities based on specific ESG criteria.

to the top

 

Fund (s)
A legal entity, the purpose of which is solely the acquisition of portfolio investments. This also includes compartments and sub-funds.

Fund manager
The entity responsible for overall management of the fund.

Fund Purpose
The spirit and overall focus of the fund, but not the investment criteria employed..

to the top

 

High Net Worth Individuals (HNWI)
Individual with more than $1 million in liquid financial assets.

Holdings
Equities and/or bonds of companies that collectively comprise the fund portfolio.

to the top

 

Integration
The explicit inclusion by asset managers of ESG-risk into traditional financial analysis. Corporate Governance risk should be limited here to the interface between Governance and Social and Environmental issues.

to the top

 

Norms-based exclusions 
 Negative screening of companies according to their compliance with international standards and norms such as issued by OECD, ILO, UN, UNICEF, etc.

to the top

 

Portfolio 
A collection of investments managed by the fund manager. 

Positive screening 
The selection, within a given investment universe, of stocks of companies that perform best against a defined set of ESG criteria. This may include Best-in-Class or SRI theme funds for instance. 

to the top

 

Simple screening 
An approach that excludes given sectors or companies from a fund if involved in certain activities based on specific criteria, such as arms manufacture, publication of pornography, tobacco, animal testing, etc.

SRI
A generic term covering sustainable, responsible, ethical, environmental, social investments and any other investment process that integrates financial analysis with the influence of environmental, social and governance (ESG) issues. It includes an explicit written policy to make use of ESG criteria.

SRI theme funds
Thematic funds may focus on sectors such as water or energy, or issues such as the transition to sustainable development and a low carbon economy. To be considered SRI, a theme fund must show an explicit SRI motivation, taking into account ESG considerations in the fund construction process. This requires the existence of specific mechanisms, such as the involvement of SRI expertise in stock analysis selection, the application of an ESG screen, or the management of the product by the SRI team. (Subset of positive screening).

Sustainable investment 
Combining investors' financial objectives with their concerns about social, environmental and governance (ESG) issues. Examples include negative screening, positive screening, thematic investments, etc. 

to the top

 

Values-based exclusions
 This refers to exclusions where more than two negative criteria/filters are applied (as opposed to just tobacco or weapons for example).

Voting Policy
Policy of a fund to exercise its voting rights as investors to influence company behaviour.

to the top

 


FNG-Siegel

FNG Nachhaltigkeitssiegel DE 2019 ohneStern

News

Die Positionen der deutschen und österreichischen Parteien zu Nachhaltigen Geldanlagen und einem nachhaltigen Finanzmarkt // 02.05.2019 Vor der Wahl zum...
Newsletter #93
09 April 2019
Newsletter #93 // 09.04.2019 Der neue FNG-Newsletter ist erschienen. Zum Start der Bewerbungsphase für das FNG-Siegel 2020 hat der Geschäftsführer der...
Start der Bewerbungsphase zum FNG-Siegel 2020 // 04.04.2019 Zum fünften Mal nun haben Asset Manager die Möglichkeit, sich für das FNG-Siegel zu...

Marktbericht

cover

Newsletter