ACATIS - Early trendsetter for sustainability in investment funds
ACATIS has had an interest in sustainability for many years. In 2007/2008, we combined sustainability (Fair) and Value under the name “ACATIS Fair Value” together with the Swiss firm ACATIS Fair Value Investment AG, which is based in Walzenhausen, Switzerland. Managing Director Rainer Unterstaller is responsible for selecting companies based on sustainable and ethical aspects. This combination has proved to be a strong unique selling point and in the past delivered higher returns than individually applied strategies (over longer time periods).
With the entry into force of the EU Disclosure Regulation at the beginning of 2021, we have set ourselves the goal of offering our customers a further product category in addition to our proven ACATIS Fair Value sustainability approach. This fulfils fundamental sustainability criteria in an authentic manner and is aimed at a broad investor audience who wish to take a minimum level of sustainability into account in their investments.
In accordance with the Disclosure Regulation, our funds classified under Article 8 advertise social and environmental characteristics, which are ensured by specific selection criteria.
Our sustainability funds show: Sustainability is not a hobby, but rather can become a real performance criterion.
Video on topic
ACATIS Fair Value Special
Innovative medical technology - Intuitive Surgical
The Special 12/2024 highlights Intuitive Surgical and the Da Vinci Surgical System. The robot-assisted system enables precise, minimally invasive procedures and shortens recovery times. Despite its strong performance, there is potential for ecological improvement.
Our sustainability experts
ACATIS Investment KVG mbH, Frankfurt am Main
David Houdek,
Sustainability specialist
(Article 8) and Portfolio manager
Nicole Török,
Sustainability specialist
(Article 9) and Institutional Sales
ACATIS Fair Value Investment AG, Walzenhausen (Switzerland)
Rainer Unterstaller,
Managing Director (Article 9)
Edith Aldewereld,
Sustainability consulting
(Article 9) and Sales
Difference between Articles 8 and 9 Funds
Article 8 funds:
- Exercise of voting rights in accordance with a sustainable guideline
- Minimum criteria according to BVI association concept
- Consideration of the standard PAIs
- Sustainability Advisory Board
- some climate-neutralised
Article 9 funds:
- Extensive and strict sustainability criteria
- Exercise of voting rights in accordance with a sustainable guideline
- Minimum criteria according to BVI association concept
- Consideration of the standard PAIs
- Sustainability Advisory Board
- UN Global Compact also within the supply chain
- Only companies with sustainable products and services
- Certification: FNG Seal 2024 with 3 stars
- Direct impact
- Active commitment
- Climate neutralised
Quality standard for sustainable investments
All of our sustainability funds feature the FNG seal (three stars) and the logo for the transparency code.
FNG-Label
The FNG label was awarded for the first time in 2016. Only candidates that strictly comply with the high quality standards for sustainability investments in the German-speaking regions, which were developed by the Forum Nachhaltige Geldanlagen e.V. (FNG), are eligible for the seal. It provides investors with a rapid and secure orientation aid when investing in sustainable funds.
Transparency code
The transparency code is awarded by EUROSIF (European Sustainable and Responsible Investment Forum). The seal has been available for mutual funds since May 2008; it provides investors with a tool for determining - quickly and securely - whether the investment strategy complies with the sustainability requirements of the European Transparency Code.
PRI - Principles for Responsible Investments
Since 19 November 2018, we are a signatory of the investor initiative PRI, which was launched in partnership with the UNEP Finance Initiative and the UN Global Compact. In addition, our sustainability funds meet the even stricter ACATIS Fair Value sustainability criteria.