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Investing for a better world

ESG Investment Mandate

  • Future-oriented investing
  • Based on ESG criteria (Environment, Social and Governance)
  • Individual lines complemented with specific ESG investment funds
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At ABN AMRO Private Banking, the ESG Investment Mandate consists of companies that pursue financial and social returns. These companies find the right balance between people, environment and society. To be included in the portfolio, a company must meet strict sustainability criteria, including the ESG risk score.

This mandate makes it possible to limit the risks regarding the environment, social factors and poor governance through exclusions of controversial countries and activities.

Portfolio management and sustainability

Themes such as climate change, circular economy, human rights and social entrepreneurship play an increasingly important role in our society. As a financial institution, we are aware of our responsibility in this regard. Our experts invest for you in companies that lead the way in finding and maintaining the balance between people, the environment and society. For you and for future generations.
More about ESG and sustainable investing

More information

Characteristics of the ESG Investment Mandate

This mandate lets you know exactly which companies we invest your assets in, providing you with a holistic overview. Indeed, part of your portfolio is made up of shares in individual companies and pioneers known the world over. They work on alternative energy sources, for example. These companies set higher standards than the law in terms of production and corporate governance, among other things.

What the mandate comprises

The portfolio managers of the ESG Investment Mandate make clear choices when constructing your investment portfolio.

  • Equity
    The equity portfolio of the ESG Investment Mandate consists of companies from developed markets that meet our sustainability criteria. The portfolio is complemented with investment funds to exploit the potential of emerging markets, among other things.
  • Bonds 
    When investing in bonds, a good balance between risk and return is paramount which is why our experts favour bonds with high credit ratings and different maturities. Bonds outside the eurozone can also be included in the portfolio, with currency risk hedged. The bond component is composed of corporate, government and supranational loans that promote environmental and social characteristics. Both in developed and emerging countries.
  • Alternative investments 
    Experts have the opportunity to invest in investment funds that promote environmental and social characteristics. These include, for example, school & community microfinance and renewable energy.
  • Liquidities
    Part of the portfolio can also be held in liquidities.

Sustainable Financial Disclosure

Following the European Sustainable Finance Disclosure Regulation (SFDR), you can find below an overview with more information on the investment strategy and how your mandate is handling the sustainability risks. You will also find information about the ecological and social characteristics or the sustainable objective of the mandate. Finally, insight is also given into the methodology used as well as the data used for the information disclosure.

Investing involves risks

Investing can be interesting, but it also involves risks. You could lose part or all of your invested capital. That is why we recommend that you only invest money that you do not need immediately and that you always retain a buffer for unforeseen expenses. Furthermore, we advise you to only invest in investment products that you understand or with which you already have some experience. Read below about the most common risks of investing.
Brochure 'A closer look at your investor profile'

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