We practice active asset management and are very conscious of our responsibility for our actions. Towards society, our employees, customers, suppliers and partners. But also towards future generations. We are a signatory of the UN Principles for Responsible Investment (UN PRI) and have developed our own ESG rating (Environment/Social/Governance), which overweights social aspects and thus leads to an ESG weighting of 30/50/20. We screen our portfolio quarterly for violations of our investment guidelines and have the CO2 values checked by an external rating agency and the development of CO2 performance analysed.
We also act responsibly vis-à-vis fund managers and companies by engaging in a targeted manner in order to demand sustainability guidelines or their improvements. We are a member of CRIC (Corporate Responsibility Interface Center) and support measures to eliminate grievances or conflicts regarding ecological, ethical and social values. As a founding member of the pan-European engagement network Shareholders for Change (SfC), we are closely involved in its actions and set joint activities to hold companies accountable according to the focus areas of labour/human rights, tax practices and justice as well as CO2 emissions and climate change.
The risk/return-optimised design of asset allocation and the selection of managers and investment products are our core competences.
Jean Carl Farrugia
Non-Executive Director, Compliance Officer, MLRO, Company Secretary
over 20 years of work experience
Executive Director, CEO, Portfolio Manager, Investment Advisor, Investment Committee Member
over 30 years of work experience
Executive Director, Valuation Committee Member
Executive Director, Portfolio Manager, Investment Committee Member
Non-Executive Director, Internal Audit
CFO, Valuation Committee Member
over 15 years of work experience
Investment Committee Member
Richard Thomson Wight
over 40 years of work experience
over 25 years of work experience
Before accessing our website, please read carefully and acknowledge the legal information below.
The information on this website is for general information and marketing purposes only and does not constitute an offer or recommendation to acquire or dispose of any particular fund or other product, or an invitation to make such an offer. In particular, the information on this website does not constitute legal, tax or investment advice or an offer or recommendation to buy or sell funds or other products and is not suitable to replace individual investment or other advice. Investment decisions require individual adjustment to the investor's personal circumstances and should only be made after appropriate expert clarification and advice.
The information on funds, fund issues and other products as well as the documents made available in the download area and information on price data of financial instruments are exclusively addressed to persons (resident) in Austria and do not constitute an offer for purchase by persons (resident) in Germany or other countries (nor an invitation to make such an offer). In particular, the information published on this website is not directed at US citizens or US residents ("US person" within the meaning of Regulation S of the Securities Act 1933). The financial instruments mentioned on this website may not be offered in the USA and may not be brokered to US citizens or persons resident in the USA. Those funds which are authorised for public distribution in Germany or Luxembourg have a corresponding reference in the respective fund documents.
Where reference is made on this website to the previous performance of funds or other financial instruments, we point out that past performance does not permit any reliable conclusions to be drawn about the future performance of funds or other financial instruments.
fair-finance does not provide interested parties with a comprehensive market comparison of all products offered, but primarily provides information on its own products.
fair-finance Asset Management ltd., which has its registered office in Malta, is licensed:
pursuant to Article 6 of the Investment Services Act (Chapter 370 of the Laws of Malta) as UCITS Manager pursuant to Article 6 of the Investment Services Act (Chapter 370 of the Laws of Malta) as AIF Manager
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