Sustainability is our ambition!
Information according to the regulation (EU) 2019/2088
1. Introduction
Regulation (EU) 2019/2088 constitutes the legal ground for providing the following information. This ordinance defines regulations on transparency and the inclusion of sustainability risks, the consideration of negative sustainability impacts in their processes and the provision of information on the sustainability of financial products for the participants of the financial market and the financial advisors.
In accordance with this regulation, we are a portfolio manager on the one hand and an investment advisor on the other hand, we act both as financial market participant (for portfolio management) and as financial advisor (for investment advice). Please note that the following statements – depending on the type of service provided – include our disclosures in accordance with this regulation for both the capacity as a financial market participant and for the capacity as a financial advisor. Our aim is to provide you with transparent and clear information concerted with this ordinance. If you have any questions, please do not hesitate to contact us.
2. Our approach to sustainability risks
Sustainability risks are events or conditions in the environmental, social or corporate governance which have actual or potential negative consequences on the value of investments and thus ultimately impact on the value of financial products (including portfolios).
We are aware of the relevance and the importance to have a clear strategy on how to handle such risks. Therefore, we pay great attention to an efficient risk management strategy and we use our own management model at our disposal, which focuses on the evaluation of sustainability factors. Actual or potential negative effects of sustainability criteria on investment advisory activities, on the asset and on the financial and result operations, as well as the reputation of the companies on an ongoing basis are checked regularly. If necessary, Values & Guidance Family Office Ltd. swiftly responds to risks.
3. Sustainability-compliant remuneration policy
Values & Guidance Family Office Ltd. has its own remuneration policy to avoid conflicts of interests related to the remuneration of our employees in best possible way. Our remuneration policy complies with the concept of sustainability: it only contains regulations in compliance with our approach to sustainability and with the inclusion of sustainability risks. The following is an excerpt from our remuneration policy:
The remuneration policy is in line with the inclusion of sustainability risks as it does not, from an ex- ante perspective, contain any content that could have negative impacts.
4. Adverse impacts on sustainability
We want to note that in accordance with article 4 of the regulation (EU) 2019/2088 we have decided to not consider adverse impacts on sustainability factors within our investment advice. However, this does not imply that sustainability is neglected. Sustainability factors, such as environmental, social and employee concerns, respect of human rights and the efforts to combat corruption and bribery are an essential part of our investment advice.
5. Legal notice
It is our objective to inform you the best way that is possible according to the regulation (EU) 2019/2088 we do not take liability for the information in this document. Nevertheless, we want to emphasize that we cannot accept any liability for the information presented in this document.
