​Your investment planning. | 
Your sustainable options.

What role does sustainability play for you?

Is sustainability the key foundation for you, along with safety | risk, return, and liquidity?

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First, we will jointly develop your sustainable investment strategy | your risk/return profile, including your individual sustainability preferences.

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Let’s clarify…

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• What is sustainability?

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• What do you understand by sustainability?

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• Where do you stand?

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Not only is the “climate” changing…
but also “behavior” is changing.

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In Europe, the following points have gained more attention:

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• Climate protection: Climate and environment (E)

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• Sustainable action and economy: Social (S)

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• Corporate governance (G)

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These topics are becoming more prominent in the public consciousness.

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Additionally, consumer behavior is influenced by international conflicts or rising inflation (commodity crisis), leading to shifts in preferences.

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Sustainability is no longer a niche topic.

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The EU economy aims to transition to a low-carbon, more sustainable circular economy. The Paris Agreement of 2016 and the European Green Deal of 2019 define measures to achieve this goal. Clear signals from investors regarding their investments are also required – let’s clarify where we can start for you here.

How can you invest sustainably?

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Climate and environmental protection (Environment), social issues (Social), and corporate governance (Governance) are increasingly influencing consumer investment behavior.

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Sustainability preferences

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Choose which sustainability criteria you want to integrate into your investments. Decide which business activities you want to support (promote or exclude).

With your specifically ecological sustainable investments, you support projects or companies that make a significant contribution to achieving one or more environmental goals without negatively impacting other environmental goals.

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However, we are still at the beginning of this process. But:

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“From small beginnings come all things.”
— Tullius Cicero

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We are here to guide you through your investments. We will keep you informed about developments, advise you, and work with you to create an investment plan that best implements your sustainability profile and preferences. This way, you can sustainably achieve your individual and financial goals with your investments.

Striving for your financially sustainable happiness.

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If you have any questions, simply reach out – we look forward to working sustainably with you!

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Your Financial Planner,

Your advisor for sustainable investments,

Carsten R. Streb