Our strategies for incorporating sustainability risks
(Art. 3 Disclosure Regulation)
Due to legal requirements (Art. 3 Disclosure Regulation), Value-Holdings Capital Partners AG is obliged to provide the following information. We do not intend to advertise environmental or social features in our investment strategies or for other specific financial instruments:
As a company, we want to contribute to a more sustainable, resource-efficient economy with the aim of reducing the risks and impacts of climate change in particular. We see it as our task to also sensitise our customers to aspects of sustainability when structuring the business relationship they have with us.
Environmental conditions, social dislocation and or poor corporate governance can have a negative impact on the value of our clients’ investments and assets in several ways. These so-called sustainability risks can have a direct impact on the asset, financial and earnings situation and also on the reputation of the investment properties.
In order to limit sustainability risks, we try to identify and, if possible, exclude investments in companies that have an increased risk potential. For this purpose, we generally use valuation methods that are recognised in the market.
Observance of these guidelines is not currently included in the evaluation of our employees’ work performance and therefore does not influence future salary development (Art. 5 Disclosure Regulation).
Declaration on the non-consideration of adverse effects on sustainability factors (Art. 4 Disclosure Regulation)
Due to legal requirements (Art. 4 para. 5 a Disclosure Regulation), Value-Holdings Capital Partners AG is obliged to provide the following information:
Investment decisions can have adverse impacts on the environment (e.g. climate, water, biodiversity), on social and labour issues, and can also be detrimental to the fight against corruption and bribery.
In principle, we have a considerable interest in fulfilling our responsibility as a financial services provider and in helping to avoid such effects within the scope of our investment recommendations. However, according to the current state of affairs, the implementation of the legal requirements specified for this purpose is unreasonable due to the existing and still threatening bureaucratic framework conditions. Moreover, important legal questions are still unresolved.
In order to avoid legal disadvantages, we are therefore currently prevented from making a public statement to the effect that and in what way we take into account the adverse effects on sustainability factors in the context of our investment recommendations. We are therefore required to state on our website that we are disregarding them for the time being and until further clarification (Art. 4 para. 5 b) Disclosure Regulation).
However, we expressly declare that this handling does not change our willingness to contribute to a more sustainable, resource-efficient economy with the aim of reducing, in particular, the risks and impacts of climate change and other environmental or social ills.