advice


Are you an aggressive stock picker or a growth stock manager, a value-oriented manager, an economic sector manager, an index or hedge fund manager? Whatever your preferences may be, there are a lot of possibilities to integrate ethical performance aspects into any chosen portfolio management process.

Asset managers currently apply negative SRI screening or best-in-class policies. Thus, 'integration' consists of applying financial criteria/analysis to an universe of SRI stocks, or combining an SRI buy list with a financial buy list. True integration is hindered, however, by two different - financial or ethical - strategies.

If you would like to become more ethical in your work, ask for our professional solutions concerning fully integrating socially responsible factors into financial analysis or integrating sustainable performance criteria through a carefully balanced scoring process into your unique investment process.

PEER provides advice concerning integrating SRI to improve forecasting with professional financial models. On the one hand this integration is based on a cross-sectional-factor (CSF) Approach, which adds ethical values, the other hand on a fully integrated financial analysis as described in more details under "research" and in the segment "Ethical Values Integrated DCF".

Your preferred investment process thus could incorporate ethical or sustainability criteria directly in the assessment of a company's fair value or indirectly in the determination of a scorecard for any given asset.