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information for... foundations

As a foundation, you deploy the revenues generated by the foundation’s assets in order to meet the public-benefit, charitable or religious purposes specified in the act of foundation. More and more foundations are coming to realise that the purpose of the foundation can also be promoted through investments and that it is important at the very least to ensure that these do not conflict with the purpose of the foundation. For example, a cancer foundation should take care not to invest in companies which produce tobacco products and/or carcinogenic substances. We can help you to define and implement an appropriate sustainability strategy, with services including the following:


Portfolio analysis

As part of our portfolio analysis service, we will review the sustainability quality of your current capital investments. You can customise the criteria used to do this. The analysis serves as a basis for identifying the action you need to take and for determining appropriate measures. -> Portfolio analysis


Investment universes

The oekom Universe covers 6,200 issuers (5.500 corporates and 700 (sub-)sovereigns). We filter the issuers of equities and bonds in our overall universe to identify those which best match your sustainability fund concept. We can compile appropriate negative or positive lists, whichever you prefer. This procedure is based on our detailed ratings and analysis of breaches of the exclusion criteria, which we monitor continuously. -> Investment universes



Would you be interested in receiving details of the ratings of individual issuers analysed by oekom research? We can provide you with reports on all companies and countries in the oekom universe, which will give you detailed insights into their rating by oekom research. -> Reports



Increasing numbers of investors are adopting an approach based on contacting management personnel directly in order to achieve improvements in companies’ sustainability management – an approach referred to as “engagement”. Using our oekom Engagement Compass and working together with the specialist engagement service provider GES, we can help to ensure that you enter into dialogue with companies armed with the skills you need and with clearly defined goals. -> Engagement services


We would be pleased to provide you with further information about these and other services. Contact: Client Relations, e-mail: clients@oekom-research.com

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