You've done it. Yours Sustainability profile you can now use.

USE SUSTAINABILITY PROFILE

Perfect, you have now created your sustainability profile. Only you and the people or institutions you wish to share your information with will receive the information and content of your profile. For example, asset images, if you would like holistic advice tailored to your person and situation. Or if you wish to take out a custody account, your details will be used to complete the relevant application documents once you have authorised this. In other words, only if you specify this. You remain "master of the data".

  • If you register for the app here, your personal profile will be integrated into the app when you use it.
  • If you click here, you can determine another of the 4 profiles for yourself.     
  • If you click here, you can use your profiles to invest in your securities account. You can either integrate them into your existing custody account or open a new custody account.

What do I achieve with my sustainability profile

Solution approaches:

1. individual deposit

You open a custody account or take your existing custody account, take your sustainability profile with you to the bank or advisor and buy individual securities or funds that match your profile exactly. This is certainly the most accurate way to reflect your sustainable interests. Your risk is probably greatest with this option because your portfolio is primarily orientated towards your emotional ideas of sustainability, which may result in so-called cluster risks due to the concentration. You can avoid this by employing a "professional" to manage these risks according to your personal risk profile in an individual asset management programme.

2. individual asset management

An asset manager deals with the management of your investments and risks. This is a good solution if your asset manager has excellent references in terms of investment management and a sense of responsibility. Of course, you have to pay for this service, which is why a certain minimum amount is often required. If you and others have similar interests and they are also looking for a simple, good solution to achieve double performance, asset management funds make a lot of sense for you.

3. naturAlly Asset Management Funds

naturAlly Fonds bieten Ihnen justiert auf Ihr Risikoprofil eine einfache sofort für Sie alleine umsetzbare nachhaltige erfolgreiche Anlagegelegenheit. Durch Poolung von Anlegern in einem Fonds, der quasi die Aufgabe des Vermögensverwalters zur sinnvollen Verteilung Ihres Geldes übernimmt, kommen Sie in den gleichen Genuss günstigere Einkaufsbedingungen, für die im Fonds enthaltenen Werte, da diese zu Institutionellen Bedingungen eingekauft werden. Dadurch reduzieren Sie unmittelbar die Gesamtkosten. Natürlich verlangt der Fonds auch seine Gebühren, diese werden aber zumindest zu einem gehörigen Teil durch die niedrigeren Gebühren der institutionellen Klassen reduziert. Ihre individuellen Nachhaltigkeitsziele werden demokratisch berücksichtigt. D.h. Die Summe der Nachhaltigkeitsziele aller Anleger führt zur Zusammenstellung des Fondsvolumens. Es gibt jedoch einschränkend ein Sonderrecht des Fondsmanagements klassische Portfolioverwaltungsregeln anzuwenden, die Sie wiederum davor schützen, einseitig oder emotional investiert zu sein.

Technical implementation of the sustainability profiles at naturAlly

Every sustainability profile submitted to naturAlly is added to all existing profiles, regardless of the investment amounts. This means that the vote of a €50 fund saver is counted in the same way as a fund account with €100,000. So everyone counts! However, only profiles that are a maximum of one year old will be integrated. The profile should therefore be reviewed at least once a year to ensure that your influence is permanent. The update is also intended to take account of possible changes with regard to the current categorisation and views on sustainability. The sum of all sustainability profiles determined in this way is made available to the fund management by naturAlly at the end of each month as an additional recommendation. The fund management adjusts and "composes"

The risks and correlations of the individual instruments to each other, taking into account the prospects of success as well as the sustainability profiles, are then combined to form a coherent overall portfolio.

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What you should know before spending time with naturAlly:

There is a supply restriction.

The information published on the website does not constitute a solicitation, offer or recommendation to buy or sell any funds. The content on the website is not intended for you if you are subject to a jurisdiction that prohibits the publication of or access to this website, e.g. due to your nationality, your place of residence or for other reasons.

If such restrictions apply, you are not permitted to access this website.

The fund is currently authorised for public distribution in Germany and the Principality of Liechtenstein. If you are a private investor and come from another country, the content of the website is neither intended for you nor authorised.

Please note, there is no guarantee.

Although the present information has been compiled with the greatest care, naturAlly AG can nevertheless accept no liability whatsoever for the correctness, completeness and up-to-dateness of the information contained on the web pages. The content of the web pages can be changed at any time and without prior notice. The information on the web pages does not represent any decision-making aids for you. When making investment decisions, please be sure to seek advice from qualified persons.

We warn you about risks.

Please note that the value of an investment can rise as well as fall. The future performance, i.e. the development, cannot be derived from the past. High price fluctuations can occur. These can equal or even exceed the amount you have invested. The preservation of your invested capital can therefore not be guaranteed. Please also note the risk information in the fund prospectus.

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