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As part of the Indosuez Wealth Management Group, DPAM provides active, sustainable asset management services, driven by in-house research. DPAM’s conviction-based investment decision processes integrate fundamental financial and ESG analysis. DPAM advances to thrive, aiming for long-term outperformance and growth that benefits investors and society. With a dedicated team of +200 highly skilled professionals, DPAM manages public investment funds, as well as discretionary mandates, on behalf of institutional and professional clients, financial intermediaries and distributors, for a total of € 51.9 billion, as of end March 2026.
At DPAM our goal is to offer first-rate expertise while promoting our values and convictions. For us, sustainable investing is not just a strategy, it’s our core philosophy and we use a variety of approaches to integrate environmental, social and governance (ESG) considerations in our research and investment processes.
Ophelie Mortier, Chief Sustainable Investment Officer von DPAM, wirft einen Blick aus der Nachhaltigkeitsperspektive auf den Rest des Jahres: Energiekrisen, wechselhafte Signale aus der Politik und neue Regeln – Quellen für kurzfristige Ungewissheit gibt es reichlich. Langfristige Trends sind daher relevanter denn je: Dekarbonisierung, Energiewende, Digitalisierung und Klimaanpassung. Unternehmen investieren ebenfalls langfristig. Sie wollen Energie und Ressourcen effizienter nutzen, Belegschaften angesichts der demografischen Veralterung bei der Stange halten und sicherstellen, dass sie inmitten der brisanten weltpolitischen Lage angemessen agieren.
The next six months are likely to be set against a backdrop of heightened uncertainty, shaped by ongoing energy crises, volatile policy signals and shifting regulatory landscapes. While short-term volatility persists, the direction of travel for investors is increasingly clear: long-term trends, particularly decarbonisation, the energy transition, digitalisation, and climate adaptation, are more relevant than ever.
Das Pariser Abkommen ist noch immer eine der ambitioniertesten internationalen Verpflichtungen zur Bekämpfung des Klimawandels. Seine Ziele: die Erderwärmung auf 1,5 °C zu begrenzen, Anpassung und Resilienz zu stärken und Finanzströme in klimafreundliche Bahnen zu lenken. Eine Erfolgsgeschichte? Fondsmanager Hugo Bonnard von DPAM zieht Bilanz:
Ophelie Mortier, Chief Sustainable Investment Officer von DPAM, gibt einen Überblick über geplante Änderungen in der EU-Nachhaltigkeitsregulierung – und was diese für Anleger und Anbieter bedeuten.
A brief investor-focused update on EU sustainability rules - what changed in the Omnibus, where SFDR 2.0 is heading, and what it could mean for product classification and disclosures.
High‑yield (HY) issuers - companies rated below investment grade - operate with higher perceived credit risk and generally provide less consistent public disclosure than their investment‑grade (IG) counterparts. In ESG analysis, this discrepancy is especially pronounced. While IG companies typically publish detailed sustainability metrics and governance structures, HY issuers often disclose only the minimum required by regulation.
Im Bereich der Hochzinsanleihen lohnt sich Engagement ganz besonders, urteilen Larissa Joubert und Sara Farias de Carvalho Martins, Buy-Side Fixed-Income ESG Analystinnen von DPAM:
Vereinfachungen in der ESG-Regulierung standen für 2025 auf dem Programm der EU. Die Europäische Kommission wollte den Verwaltungsaufwand reduzieren und die Wettbewerbsfähigkeit steigern. Ophelie Mortier, Chief Sustainable Investment Officer von DPAM, fasst die rasante Entwicklung zusammen.
2025 was marked by regulatory volatility and simplification efforts in the EU, with the European Commission announcing 10 omnibus packages to reduce regulatory burdens and boost competitiveness. These covered sustainability, chemicals, defence, digital, agriculture, and more.
Julie Gossen und Lina Arrifi, Spezialistinnen für verantwortungsbewusstes Investment bei DPAM, nehmen zwei globale Wirtschaftsmächte unter die Lupe, die in Sachen Nachhaltigkeit in unterschiedliche Richtungen unterwegs sind. Grundlage ist das firmeneigene Länderbewertungsmodell von DPAM.
Being a responsible investor goes beyond offering responsible products; it is a commitment at company level translated into a coherent approach. To ensure growth that benefits clients and society, we advance to thrive, aiming for long-term outperformance.