Market view and Insights
Our investment advisory service is the ideal choice for investors who prefer to make their own decisions. We give you access to the wide-ranging experience and the expertise of our investment specialists and advisors, which you can use as a basis for your investment decisions.
Want to make quick, well-informed investment decisions? Our investment advisory services enable you to do precisely that with the support of experienced relationship managers and investment specialists. We provide you with proactive investment ideas and proposals to help you make your decisions quickly and efficiently. We also offer you regular and transparent updates on all portfolio, performance and sustainability aspects of your investments.
We tailor our investment advice to you and your needs. You have three different models to choose from, depending on how active you want to be in managing your assets and what kind of advice you are looking for. As your sparring partner, we provide you with personalized advice, develop your investment strategy with you, monitor your portfolio and recommend the most promising investments.
Investors have different sustainability preferences, which is why LGT has developed four sustainability profiles. Each adheres to a selection of ESG criteria that take these varying sustainability requirements into account:
Traditional: Sustainability has a subordinate role for you. Your investment decisions are mainly driven by financial criteria.
Basic: In addition to financial criteria, you also include a sustainability standard in your investment decisions. Investments with a low sustainability quality are excluded from your portfolio.
Enhanced: You consider high sustainability standards when selecting instruments. Your portfolio investments support sustainable development.
Enhanced Plus: Your sustainability standards for your investments are very high. Your portfolio has a strong bias towards investments that make a positive contribution to society and the environment.
Our experts use the following instruments to make your assets more sustainable:
Exclusions: Assets that have a negative impact, such as thermal coal or controversial arms and weapons, are excluded when building the portfolio. We apply additional product-dependent and norms-based exclusion criteria for companies as defined by your sustainability profile. This also applies to the selection of countries.
ESG integration: Your sustainability goals for certain topics such as the circular economy are taken into account when building the portfolio. In order to take advantage of ESG opportunities, we do not invest in companies with only one star in the LGT Sustainability Rating.
Commitment: We work closely with multiple organizations and companies and exchange information with them on a regular basis. Our common goal is to promote sustainability and effect positive change.
How much time are you willing or able to spend on your portfolio? How hands-on do you want to be with your assets? How you answer these questions will determine whether our portfolio management or investment advisory services could be the right choice for you. While these two approaches have certain aspects in common, they also have some important differences:
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We have touched only briefly on a handful of topics here. If you are looking for more information, you might be interested in the following: