At a glance
- Leading consultant with many years of experience in analyses, implementation concepts and mandate tenders.
- Support in the critical examination of the very complex topic of sustainability; development of an interpretative order.
- Independent and comprehensive assistance in the implementation of sustainability aspects along the entire investment process.
- Support in the cost-effective, professional and comprehensible implementation of the investment strategy based on sustainability.
- Competent partner for monitoring the compliance with sustainability principles.
Sustainability
In sustainable investing, investors consider social and ecological criteria as well as criteria of good corporate governance. PPCmetrics offers pension funds, collective foundations, non-profit foundations, insurance companies, family offices and private investors comprehensive support in implementing sustainability aspects along the entire investment process. We support you in the critical examination of sustainability, the formulation and implementation of sustainability principles, the development of an optimal investment strategy and investment organization as well as the selection of asset managers through to individual investment controlling solutions – always with a view to sustainable investment.
1. Initial contact with the topic of sustainability
In sustainable investing, investors consider social and ecological criteria as well as criteria of good corporate governance. PPCmetrics offers pension funds, collective foundations, non-profit foundations, insurance companies, family offices and private investors comprehensive support in implementing sustainability aspects along the entire investment process. We support you in the critical examination of sustainability, the formulation and implementation of sustainability principles, the development of an optimal investment strategy and investment organization as well as the selection of asset managers through to individual investment controlling solutions – always with a view to sustainable investment.2. Inventory of your portfolio
Would you like to know to what extent sustainability criteria are already taken into account in your portfolio today (possible for both liquid and illiquid asset classes)? We would be happy to analyse your portfolio for you and show you your status with regard to sustainability. We will also be happy to evaluate with you whether there is any need for action and show you ways in which you can communicate the results.Example of a stocktaking for the liquid asset classes of a portfolio. The analysis can also be carried out with other criteria for illiquid asset classes.
3. Development of sustainability principles
The development of sustainability principles and the definition of sustainability criteria lays the foundation for an investor's sustainable investment of assets. Our experience shows that this is a central step which has an impact on the entire investment process. We are happy to support you in the development of individual principles and mission statements as well as in the definition and further development of sustainability criteria.4. Investment strategy
If sustainability principles are already being pursued, we take your individual sustainability criteria into account to develop or optimise your investment strategy.5. Investment organisation and portfolio structure
During the implementation of your investment strategy, we support you with regard to the mandate structure and the appropriate combination of investment styles and instruments. We demonstrate how efficiency can be increased and costs reduced. Considering different sustainability approaches can have different degrees of impact. Particular attention should therefore be paid to the feasibility of implementing sustainability principles.6. Asset Manager Selection
With our many years of experience in tenders by invitation and public procurement in accordance with the WTO Agreement, we support you in the selection of an asset manager who will implement your sustainable investment philosophy in the best possible way. For this we use a systematic and clearly structured selection procedure.7. Investment Controlling
Within the framework of investment controlling, the aim is on the one hand to monitor compliance with the sustainability criteria and on the other hand to demonstrate the impact of sustainable investments on return and risk. Experience has shown that the information provided by the various asset managers in their sustainability reports varies widely. We consider regular documentation and communication (e.g. to insured persons, donors, founders, etc.) of the efforts towards sustainability at the overall portfolio level to be very important.
PPCmetrics in the media and further publications (content mostly in German)
AP7 wants active equity managers that have a "green impact philosophy"
Consultant PPCmetrics is assisting with the search. The RFP is available on TED’s website. 
Leitfaden für die Einführung von Nachhaltigkeitskriterien bei der Vermögensanlage (auf Anfrage erhältlich)
