Sustainability Policy

Our Impact on the Climate, Ecosystems and Well-Being

DoubleDividend invests in companies that demonstrably contribute to a better world. Our portfolios are built around three key themes: climate change, ecosystems and social well-being, supplemented by strict governance requirements. Integrating governance is crucial, because poor governance can lead to risky investments, even if a company has a positive impact on, for example, the climate. Using an analysis method we developed in-house, we measure sustainability impact in a way that goes beyond standard ESG scores.

Our Own ESG Analysis

While many asset managers rely on external ESG scores, DoubleDividend has opted for its own rating system:

• Climate: CO₂ emissions (Scopes 1, 2, and 3), energy consumption, reduction targets, renewable energy
• Ecosystems: biodiversity, water use, waste management, circular economies, supply chains, and/or use of materials
• Well-being: health care, labor rights, human rights, and inclusivity
• Governance: transparency, oversight, diversity in senior leadership, and ethical management
  

Each company receives a score from 1 to 10 for each theme. Only companies that meet the minimum score on all four themes are eligible for inclusion in our DD Funds.

Our ESG analysis combines external data sources with our own assessment and annual updates. We exclude companies that do not meet our minimum standards or act in a manner inconsistent with our convictions. Read more about our approach to exclusions here.

In practice: What does this look like?

As a company that operates entirely digitally, Adobe has a low environmental impact. It aims to achieve net-zero CO₂ by 2025 and scores exceptionally well in governance.
Thermo Fisher supplies measuring instruments for climate research and water quality and contributes to better healthcare worldwide.

The results in 2025

Thanks to this selective approach, our portfolios generate measurable impact. Below are the key results of the DD Equity Fund:
_{(based on the portfolio as of December 31, 25).}

Climate

Our climate strategy ensures structurally lower emissions and accelerates the greening of our portfolio.

Ecosystems

We make a conscious effort to invest in companies that minimize their use of natural resources and contribute to circular supply chains.

Well-being

For us, social well-being is a prerequisite for long-term value. Our companies demonstrate a concrete commitment to inclusion, rights, and responsible employment practices.

Technology as a Catalyst for Sustainability

Many of our core holdings are technology companies. They combine strong financial performance with structural solutions to sustainability challenges. Examples include:

• Microsoft, which invests in large-scale renewable energy
• Amazon, which enables the sustainability of digital infrastructure
• Pure Storage and Nutanix, which promote energy savings and efficient data usage
  

Technology companies consistently make the largest contribution to both returns and CO₂ reductions in our portfolios. Here, innovation goes hand in hand with impact.

Why This Matters

Using this integrated approach, we build portfolios that:

• Demonstrably contributing to social progress
• Lower risks and higher quality in the long term
• Combining Returns with Purpose and Conviction
  

For us, sustainable investing isn’t an idealistic goal, but a practical expression of what we consider to be “quality.” This is how we build future-proof wealth—for you and the world of tomorrow.

Curious to see how our sustainable portfolio aligns with your goals?
Schedule a personal consultation or learn more about our investment approach