The information below complies, in particular, with the disclosure obligations of Regulation (EU) 2019/2088 on sustainability‐related disclosures in the financial services sector (SFDR).

The following statements describe the approach that is currently being implemented and will gradually be updated to reflect the relevant quantitative information, in particular with regard to the final regulatory technical standards, once the European legislator has provided the necessary concrete details.

LLB sustainability approach

LLB’s sustainability approach takes into account, among other things, the management of sustainability risks as well as of adverse sustainability impacts of investments. The document also presents LLB’s views with respect to the goals of the Paris Agreement and LLB’s engagement policies in detail.

PAI Statement and ESG Data Policy

We always take account of the principal adverse impacts (PAI) in our investment process and assess them according to their potential impact. A large number of indicators with environmental and social dimensions are currently included in the PAI criteria monitored and assessed. In connection with the regular monitoring of PAI indicators, the focus is clearly on preventing or mitigating the principal adverse impacts.

Voting and engagement

Engagement with the investee gives the LLB the influence needed to expedite sustainable restructuring. This includes direct, bilateral engagement as well as conscious participation in reconciliation activities. The LLB Fund Services AG now exercises the voting rights for the funds managed by the LLB Asset Management AG, taking into account the socially responsible investment recommendations of independent service provider Institutional Shareholder Services for each agenda item.

Sustainable financial products

As well as its traditional financial products, LLB offers its clients a wide range of investment opportunities, including sustainable fund products, asset management mandates and investment advice. Please see the following table for the full range of sustainable financial products. Click the respective links to obtain detailed information about the sustainability of specific products.

Remuneration policy

LLB’s remuneration policy places the emphasis on long-term sustainable development of the company. Please refer to the following document for further details.