Sustainability

Acting sustainably

at Institutional Investment Group

Our convictions

Since its inception, the core value proposition for investors and employees of Institutional Investment Group (“2IG”) and its companies has been based on placing a significant weight on sustainability factors in all actions and services.

Driven by our increased market position and social responsibility – but also by general social developments – we are committed to using our own sphere of influence to make a significant corporate contribution to a sustainable environment and society.

For this reason, 2IG has translated the general principles of sustainable corporate governance into its own corporate sustainability strategy, which makes sustainable action in and by our company binding and also takes into account any potential adverse effects on sustainability factors when making investment decisions.

Principles and
codes of conduct

The Institutional Investment Group is a signatory to the Principles for Responsible Investment (PRI) initiative supported by the United Nations. This network of international investors is dedicated to establishing and putting into practice the principles of responsible investment. The PRI were developed by the investment community and reflect the view that environmental, social and governance (ESG) issues can affect the performance of investment portfolios and therefore need to be properly considered by investors if they are to meet their social responsibilities. By implementing the Principles, signatories contribute to the development of a more sustainable global financial system.

Launched in 2006 by the UNEP Finance Initiative and the UN Global Compact, the PRIs provide a voluntary framework through which all investors can integrate ESG considerations into their decision-making and ownership, and thus better align their objectives with those of society as a whole.

The 6 Priciples of Responsible Investment

Principle 1

We will incorporate ESG issues into investment analysis and decision-making processes.

Principle 2:

We will be active owners and incorporate ESG issues into our ownership policies and practices.

Principle 3:

We will seek appropriate disclosure on ESG issues by the entities in which we invest.

Principle 4:

We will promote acceptance and implementation of the Principles within the investment industry.

Principle 5:

We will work together to enhance our effectiveness in implementing the Principles.

Principle 6:

We will each report on our activities and progress towards implementing the Principles.

UN Global Compact

The UN Global Compact is the world’s largest and most important initiative for responsible corporate governance. It is based on 10 universal principles in the areas of

human rights,
labour standards,
environmental protection and
prevention of corruption

and therefore pursues the vision of an inclusive and sustainable global economy for the benefit of all people, communities and markets through the 17 Sustainable Development Goals (SDGs).

The 17 Sustainable Development Goals are:

Stewardship

Driven by the market position we have gained and the resulting increase in social responsibility – but also by general social developments – our main endeavour is to use our own sphere of influence to make a significant corporate contribution to a sustainable environment and society.

This includes using our own influence (stewardship) on third parties to optimise the overall long-term value, including shared economic, social and environmental values, on which the returns and interests of investors and beneficiaries depend.

The following guideline describes how we as the Institutional Investment Group aim to exert a responsible influence in the interests of sustainability:

Stewardship Policy

Our convictions