Market view and Insights
If you do not want to manage your assets yourself, you can delegate this task to us with a portfolio management mandate. Our investment experts will devise, monitor and manage your portfolio according to the strategy you choose. This relieves you of having to manage your assets while enabling you to benefit from our full range of investment expertise.
We want to get to know you better so we can find the right investment solution for you. This includes understanding what is important to you, what you want to achieve with your assets and what risks you are willing to take. We then use this information as we work with you to develop a long-term investment strategy that is tailored to your specific situation, your risk and sustainability profile, and your financial goals.
Do you want your wealth to be managed as professionally as possible, while also contributing to the well-being of the environment and society? If so, we offer a wide range of sustainable portfolio management solutions. In addition to analyzing financial and fundamental data when selecting these investment instruments, we also take environmental and social factors into account. How these factors are prioritized depends on your personal sustainability preferences:
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.
ESG integration: Investments that only have one star in the LGT Sustainability Rating are excluded. The rating evaluates the sustainability of companies, countries, supranational organizations and asset classes such as shares, bonds, funds and ETFs.
Thematic focus: Your personal sustainability goals (e.g. relating to certain topics such as the circular economy) are taken into account when building the portfolio.
Commitment: By engaging in an active dialogue with the companies we invest in on behalf of our clients, our sustainability experts seek to encourage positive change through greater sustainability.
Our ten portfolio mandate solutions give you access to LGT's entire range of investment expertise. You can choose from a wide range of portfolio strategies and investment styles based on your individual needs, risk profile and sustainability preferences.
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We have touched only briefly on a selection of topics here. If you are looking for more information, you might be interested in the following: