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yourSRI.com is an international online platform that provides access to the ESG & CO2 footprint and other fund
information. There you will find reports on the CO2 footprint of the funds Raiffeisen Nachhaltigkeit-Aktien, -Mix,
-Solide and -ShortTerm. Raiffeisen’s sustainability funds have received top rankings in the CSSP/yourSRI study
series “TOP 100 ESG Equity Funds Rating” (Austria, Germany, Switzerland) in recent years (for more information,
visit www.yourSRI.com).
The sustainability reporting to UN-PRI also received excellent feedback in the relevant areas. This positive feedback
from external, independent sustainability initiatives is both confirmation and an incentive to continue along our
chosen path.
Kathrein Privatbank Aktiengesellschaft
As a leading bank for asset management in Austria, Kathrein Privatbank optimally unites a number of different
aspects: The flexibility, experience and tradition of an exclusive private bank and core values such as competence,
efficiency and ease of understanding. At the same time, as a full subsidiary of RBI AG, it belongs to one of the
largest banking groups in Europe and, in this way, it is able to guarantee its customers the greatest possible
level of security. Kathrein Privatbank offers customer-tailored investments for private assets and foundations and is
ready to assist customers in all matters relating to private foundations, asset transfer and the purchase and sale of
companies. In its investment decisions, Kathrein Privatbank follows a clearly defined methodology – the quantitative
investment style. The object is to identify possibilities for performance improvement and to develop objective
economic criteria for investment decisions.
By consciously selecting sustainable investments, Kathrein wants to actively shape a better future. For example, it
has voluntarily committed, for selected referenced retail investments, to follow all recommendations in the European
Transparency Code for Sustainability Funds. These funds have been awarded the FNG transparency seal.
Furthermore, for one fund it received the Austrian Ecolabel for sustainable financial products.
Raiffeisen Bank International | Sustainability Report 2017
At Kathrein Privatbank, eight percent of the fund
volume (retail investment and special funds) is
currently managed sustainably. These are the
“Kathrein Euro Core Government Bond” and
the “Kathrein Euro Bond”. At the wholly owned
subsidiary Kathrein Capital Management Ges.m.b.H., 71 percent of the assets under management (retail
investment and special funds) are managed sustainably – these are Hypo-Rent, MI Multi Strategy, KCM Aktien
Global and 3 special funds. In total, this means that 27 percent of all retail investment and special funds managed
by the Kathrein Group are managed sustainably.
The currently offered sustainability funds are:
• Kathrein Euro Core Government Bond: Invests primarily in government bonds of the former EU hard currency
countries and euro states with historically stable budget policies. A minimum rating of AA applies as an
allocation criterion.
• Kathrein Euro Bond: Invests exclusively in government bonds without the inclusion of corporate tangents. Since
July 2011, government bonds with a minimum composite rating of BBB have been exclusively allocated to the
fund.
• Hypo-Rent: Gilt-edged pension funds that are suitable for severance payment and pension provisions.
• MI Multi Strategy SRI: A mixed fund that invests according to the investment regulations of the Corporate
Employee and Self-Employed Pension Act (Betriebliches Mitarbeiter- und Selbstständigenvorsorgegesetz
BMSVG) and is therefore suitable for staff provision funds.
• KCM SRI Bond Select: A global investing bond fund focused on companies with a good credit rating. The
fund has a broadly diversified portfolio across different countries and sectors. Social, ethical and ecological
exclusion and quality criteria are applied in issuer selection.
• KCM Aktien Global SRI: Designed as a passive, highly diversified global share fund that is intended to
replicate the value development of the MSCI World SRI Index on the basis of a reasonable number of
individual titles.