Investing with social and environmental responsibility and leading by example – these are core values of AIF Capital. We want to preserve natural resources, contribute to environmental protection and promote social cohesion. AIF Capital currently develops a comprehensive ESG-Strategy for all branches of the business.
Taking on responsibility – together.
Our ESG-strategy already include:
AIF Capital assesses every new investment according to ESG-Criteria: climate efficient planning and construction, barrier free access in all types of buildings.
ESG-criteria for all investment funds: a just requirement also from regulated investors.
Incentives for eco-friendly behaviour: We provide a mobility and environmental bonus for our staff.
Sustainable business travel: We encourage our staff to travel by train and to avoid individual passenger traffic.
We train all our staff on ESG.
Diversity: performance counts, not gender, sexual orientation or ethnic background. We support these core values by objective assessment practices.
We value health, balance and happiness through social events and sports incentives for our staff.
Sustainability related disclosure (article 3-5 SFDR)
Consideration of Sustainability Risks in our investment decisions
Under EU Regulation (EU) 2019/2088 of the European Parliament and of Council of 27 November 2019 on sustainability-related disclosure requirements in the financial services sector (Sustainable Finance Disclosure Regulation “SFDR”), financial market participants must disclose their strategy for incorporating Sustainability Risks into their investment decision processes.
A Sustainability Risk is an environmental, social and governance (ESG) event or condition that may have an actual or potential negative impact on the value of an investment (“Sustainability Risk”). Such a Sustainability Risk may also affect the other common types of risk.
At AIF Partner KVG, Sustainability Risks are considered in the investment decision process and in risk monitoring. This rule applies to the entire investment process, both for the fundamental analysis and for the investment decision itself as well as for on-going monitoring. For this purpose, AIF Partner KVG collect consumption data at its properties together with its service providers whenever available, and obtains data on physical risks from an established service provider.
The impact, probability and severity of Sustainability Risks differ depending on the respective region and property. For this reason, AIF Partner KVG consider the significance of Sustainability Risks as a part of the investment process. Sustainability Risks resulting from the analysis of ESG criteria are continuously evaluated regarding their financial impact and taken into account in the assessment of the risk-return-profile of an investment. This is done, both during the analysis of potential investment opportunities, and in the monitoring of existing assets. AIF Partner KVG reduce physical risks by concluding respective insurance policies. Transitory risks are continuously analysed – depending on availability – via consumption data from the properties. Very high Sustainability Risks may also be reduced by structural measures, or, in case of doubt, by disposal of the property.
Transparency regarding adverse impacts on corporate level
AIF Partner KVG considers the main principal adverse impacts of its investment decisions on sustainability factors (environmental, social, labour rights, human rights, corruption, bribery and corporate governance). Consideration of principal adverse impacts is not binding for individual funds unless such commitments constitute the investment strategy, which is subject to investor preferences. A subset of funds managed by the Company with a focus on sustainability may include binding commitments regarding sustainability factors, whereas other funds monitor adverse impacts from a risk-oriented perspective.
Therefore we consider the principal adverse impact indicators of at Disclosure Regulation (SFDR) as part of our investment decisions. Below you find our statement on principal adverse impacts of investment decisions on sustainability factors for the period:
Transparency regarding remuneration in connection with Sustainability Risks
Ecological, social and corporate governance criteria are anchored in the business strategy of AIF Partner KVG. Sustainability Risks are taken into account in the context of investment decisions and in investment consulting. At the same time, our remuneration policy ensures that the performance of our employees is evaluated in such a way that they act in the best possible interest of our clients.