Statement on
Sustainability / ESG

Statement on Sustainability / ESG

In recent years, buzzwords such as sustainability and ESG have not only entered common parlance but are also increasingly shaping the investment industry. As an owner-managed company, we have always pursued the idea of sustainability at Incrementum AG.

In this context, we would like to share our thoughts with you:

 

As independent entrepreneurs, a holistic understanding of sustainability, which comprises long-term oriented action for the benefit of all stakeholders, is important to the partners of Incrementum AG. We will only achieve sustainable success as a company if we serve our investors and clients in accordance with their needs,

deal fairly with our employees and business partners, comply with government requirements, and pay our taxes, and always consider the impact on the environment in our business activities. We consider this not only our responsibility as entrepreneurs, but also as citizens and family men, and this holistic approach to sustainability will therefore always guide our entrepreneurial actions.

In order to address questions of sustainability and ESG in the narrower sense of the financial sector and taking into account relevant regulatory requirements, the partners of Incrementum AG have defined the following guiding principles on this topic:

  • Long-term asset growth and purchasing power protection are the main goals that we pursue as asset managers for our clients.
  • When investing the funds entrusted to us, sustainability considerations are an integral part of the analysis process, as they affect our assessment of profitability, competitiveness, stability, and growth prospects of a company. As investors, we are well aware of the relationship between a company’s success (and thus its investment merits) and its prudent, long-term, responsible, and thus sustainable actions. This incorporates an economical use of resources, commercially prudent financial conduct, as well as responsible dealings with investors, employees, customers, and other stakeholders.
  • ESG ratings and other external databases can provide valuable support for our analysis, but as quantitative sources they can never replace our qualitative assessments. Thus, Incrementum AG does not offer sustainable product according to the EU SFDR.
 
  • In our view, the conventional ESG interpretation focuses primarily on the “E” (Environment), but we believe that “S” (Social) and “G” (Governance) are at least as important for the long-term investor. Good corporate governance and a strong corporate culture, as well as a responsible approach to a company’s entire social environment, are essential success criteria for any company.
 

 

In our publications, we also regularly flag what we see as the lack of sustainability of the credit-based monetary system. The sustainability of ongoing deficit policies and overall debt expansion over the last decades, which threaten to burden future generations with a gigantic mountain of debt that may alternatively only be reduced by a considerable devaluation of money, must be critically questioned. A sustainable economic system needs both a sound monetary system as well as innovative and prudently acting enterprises as a basis for long-term value creation and a prospering society. We are committed to help achieving this. 

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