ESG Portfolio Management

ESG Portfolio Management GmbH, based in Frankfurt am Main, is a renowned company for sustainable investment funds and mandates. Founded in 2018 by Christoph Klein, the company focuses on asset management with a strong emphasis on Environment, Social, and Governance (ESG).

ESG Portfolio Management offers investors two main funds characterized by their strong sustainability strategy:

• Mayence Fair Value Bond Fund: A bond fund that focuses on sustainable and forward-looking business models.
• SDG Evolution Flexible: A mixed fund with an average equity share of 30%, concentrating on achieving the United Nations' Sustainable Development Goals (SDGs) [2][4].

The main mission of ESG Portfolio Management is to invest for a positive society and a healthy environment. The company strives for a "triple win":

• Sustainable products and services with better market opportunities and competitive advantages.
• Long-term higher price opportunities with lower risks.
• Positive impacts on the environment and society worldwide [1][4].

ESG Portfolio Management is deeply rooted in sustainability initiatives:

• Measurable Positive Impacts: The company aims to achieve the 17 SDGs of the United Nations and uses ESG analyses, exclusion criteria, and active engagement to enhance the sustainability impact of companies [2][4].
• Climate Protection: The funds of ESG PM are designed to help limit global warming to 1.75 degrees by 2050, in contrast to the values in the DAX, which would cause a warming of 4.9 degrees [2].
• Exclusion Criteria: Companies with negative impacts in the areas of environment, social issues, and corporate practices, such as arms production, nuclear power, or human rights violations, are excluded from the investment portfolios [4].

ESG Portfolio Management has received numerous awards that underline its expertise and commitment to sustainable investments:

• German Excellence Award (2020)
• Inclusion in the Leaders’ Group of the Principles for Responsible Investment (2020)
• ESG Investing Awards in the categories Multi Asset and Fixed Income (2021)
• FNG Seal with three stars (highest rating) for both funds
• Climate Rating from Climetrics with five out of five leaves for both funds [1][2][4].

The team at ESG Portfolio Management consists of experienced professionals with many years of expertise in equity analysis, credit management, and sustainable investments. Christoph Klein, the founder and Managing Partner, brings over 20 years of experience in the financial sector, while other team members like Frank Rothauge and Dr. Linn Karstadt also possess extensive knowledge in their respective fields [3].

ESG Portfolio Management GmbH is a pioneer in sustainable investments, distinguished by its strong sustainability strategy, measurable positive impacts, and numerous awards. The company offers investors the opportunity to invest responsibly and sustainably while contributing to a more social and environmentally friendly future.

• 1 - https://www.esg-portfolio-management.com
• 2 - https://www.cric-online.org/index.php?option=com_content&view=article&id=749%3Aim-portraet-esg-portfolio-management-gmbh-investmentfonds-mit-wirkungsvoller-nachhaltigkeitsstrategie&catid=75&lang=de&acm=_112
• 3 - https://www.esg-portfolio-management.com/team
• 4 - https://www.inpactmedia.com/wirtschaft/geld/esg-portfolio-management-gmbh-besonders-nachhaltige-investmentfonds
• 5 - https://www.pwc.de/de/finanzdienstleistungen/asset-management/sustainable-finance-und-esg-im-asset-management.html