ESG Policy
Mission Statement
Every investment decision has consequences - for people, our environment and for future generations. There is a growing willingness and awareness to focus on sustainability, social justice and responsible corporate governance.
Our goals:
as a company and asset manager, to generate added value for our investors while taking into account the various sustainability criteria
as well as to live up to the claim, within the scope of our possibilities, to take a proactive and initiative position in the field of sustainable asset management and corporate governance
Our aims:
Creating value for our customers in a sustainable and efficient manner
Fairness and reliability with high moral / ethical standards in dealing with customers, employees, partners and our environment
Our understanding of sustainability:
Changing values
A profound shift in values is currently taking place in the financial industry and will change our world for good. Investors are increasingly demanding to pursue return targets in line with socially responsible and environmentally sustainable filters.
Sustainability aspects
We are convinced that environmental aspects (environmental = E), social aspects (social = S) and rule of law (governance = G) must be central criteria in both the investment process and corporate governance.
We welcome the advancing public discourse on sustainability aspects in hope that social standards will be established to protect current and future generations. The general shift towards more sustainability will be driven by an increasing acceptance and by the interacting positive influence.
We consider the UN principles (UN PRI), adopted in 2006, as goal-oriented, useful framework and valid reference.
Sustainability in corporate management
As a company, we want to save resources where we can, live up to our social responsibility and act in accordance with high ethical and moral standards.
Responsibility for implementing and monitoring the ESG sustainability strategy lies directly in the hands of the company's management. The management defines the respective ESG agenda and the company's ongoing engagement in all ESG matters in line with the ESG principles.
Sustainability in investment process & risk management
Portfolio management must always assess investment risks appropriately - ESG issues are part of this assessment.
ESG risks or sustainability criteria are a key factor in the qualitative risk management process, complementing traditional quantitative risk analysis.
ESG - sustainability criteria can be taken into account in different investment products with varying degrees of sophistication. Clear positioning and ex-ante definition is important.
External partners
In the segment of our investment funds managed by artificial intelligence, we cooperate with the data provider Sustainalytics of the Morningstar Group regarding ESG filters.
Aligned with the goals of our investors
Through constant dialogue with our investors and stakeholders, we continuously expand our knowledge of relevant ESG issues, best practices and broader goals.
KJL Capital sustainability goals
KJL Capital's aspiration is to actively shape the change in values in finance within our means. As a consequence, the level of ESG risks included in our funds should be consistently lie below average.
In order to measurably meet these goals, our funds should score above average in external ESG ratings.
In addition, KJL Capital GmbH cooperates with Reuss Private Deutschland AG in the area of financial portfolio management. The mandatory disclosures according to the EU Disclosure Regulation of Reuss Private Deutschland AG as a financial market participant can be found below under
In addition, KJL Capital GmbH cooperates with Reuss Private Bank für Wertpapierhandel AG in the area of financial portfolio management. The mandatory disclosures according to the EU Disclosure Regulation of Reuss Private Bank für Wertpapierhandel AG as a financial market participant can be found below under
