We offer many responsible and often unique multi-asset, equity, regional and segment specific ESG and SDG portfolios (ESG: Environmental, Social, Governance; SDG: United Nations Sustainable Development Goals). By combining our portfolios and using individual exclusions, portfolios can be easily customized (self or direct ESG indexing), even for low investment amounts.
All portfolios are forecast-free and based on simple and transparent rules and not on data- and model-sensitive “pseudo”-optimizations. We use mainly ESG and SDG criteria for ETF and stock selection (Pure ESG and Pure SDG approach). Soehnholz ESG therefore enables a diversification by investment philosophy in relation to traditional discretionary and forecast-based quantitative investments.
Soehnholz ESG’ portfolios can be implemented with any advisor, wealth manager, broker or custodian. The typical portfolio fee is 0,25% of Assets under Management per annum plus taxes.
Our online-services are currently only available to German private investors (see German website), but we are happy to cooperate with international companies (B2B).
Contact: Prof. Dr. Dirk Söhnholz, firstname.lastname@example.org