We provide our partners with tools for implementing regulatory requirements and conduct training sessions for our fund partners on ESG topics during client events. We have expanded our initial questionnaires and analyses to include the sustainability dimension. ESG is thus an integral part of our ongoing outsourcing control. 

As a service KVG (capital management company), INTREAL focuses particularly on integrating sustainability aspects at the KVG level, leveraging its influence in aligning investment strategies. Meanwhile, the asset manager concentrates on integrating sustainability aspects within the investment process. 

TOGETHER WE FACE TO THE ESG REQUIREMENTS

In collaboration with our partners, we aim to make the products we manage more sustainable. This is particularly important for new funds, where the ESG perspective holds significant value. The division of responsibilities between us as a service KVG (capital management company) and our fund partners – the asset managers – is as follows: 

INTREAL

• Portfolio Management consideration of general and fund-specific ESG requirements in investment decisions 
• ESG risk management (transitional and physical risk assessment, scoring) 
• For details on how sustainability risks have been integrated into our processes, refer to the information on Articles 3-5 of the Disclosure Regulation. 
• Assessment of adverse impacts of our investment decisions on sustainability factors
• Ongoing review of compliance with the sustainability objectives of each fund 

Funds Partners (Asset Managers)

• Creation of Fund-Specific Investment Strategy 
• Conduct due diligence, considering sustainability aspects or ESG criteria 
• Integration of ESG considerations in the acquisition template 
• Portfolio optimization