At ShelteR Investment Management, sustainable practices have always been key in our investment decisions, not only for our products promoting ESG characteristics but also for the products not directly achieving a sustainable goal.
As an Investment Management Company with long-term investment views, we are convinced that sustainable investment is not merely an option but an obligation for all investors concerned about the impact of their investments on the world of tomorrow and wishing to act on the change. Energy transition, environmental protection, equality, and inclusive growth are the themes of today and will remain more than ever the themes of tomorrow. By stepping in, investors decide to act for the changes of the future.
ShelteR Investment Management focuses on portfolio management. For the management of our sustainable funds, we select all components of the fund out of a universe of stocks screened by external providers. The ESG analysis has therefore been delegated to external firms, specialised in sustainable analysis. They guarantee us a serious, complete, and independent analysis of the investment universe. This excludes any possible conflict of interest.
Before investing, ShelteR Investment Management checks the information received is correct and if necessary completes the ESG analysis.


GRESB Real Estate

ShelteR Investment Management uses the REITs universe provided by GRESB for the management of the ShelteR UCITS Sustainable REITs Fund. The purpose of the GRESB Public Disclosure Assessment is to measure the level of ESG disclosure of listed property companies and REITs. Please find all information on the assessment by clicking on the GRESB Public Disclosure Assessment.

Before investing, ShelteR Investment Management checks the universe received for correctness and performs a screening of it on the basis of UN Compact Principles.
In 2020, the fund has been awarded the label “towards sustainability“.



ShelteR Investment Management also uses the sustainable universe provided by ISS ESG for the management of the ShelteR UCITS VDK Sustainable Flex Fund. The sustainable characteristics promoted by the fund cover: Climate Solutions, Controversial Weapons, Corporate Rating, Country Rating, Energy & Extractives, Norm-Based Research and Sector-Based Screening.

More details on each characteristics and methodology can be found on the ISS ESG website.