EQS-News Bellevue Asset Management AG: Systematic focus on sustainability and change of name - BB Entrepreneur Europe Fund is now Bellevue Sustainable Entrepreneur Europe
EQS Group-News: Bellevue Asset Management AG / Key word(s): Product Launch
Media release of November 26, 2021
Bellevue Asset Management has invested successfully in family and owner-managed companies for more than 15 years. The specialty investment manager is now aligning its BB Entrepreneur Europe Fund even more closely with sustainability criteria and has therefore renamed this fund the Bellevue Sustainable Entrepreneur Europe Fund. "European family-run businesses have had above-average ESG scores for several years now, also compared to overseas peers, and we decided to narrow our focus on this theme," explains Birgitte Olsen, the fund's Lead Portfolio Manager. "ESG considerations are systematically integrated into every step of our investment process." The fund was awarded the FNG Label, one of the leading standards for sustainable investment vehicles in German-speaking Europe, in November.
Family-run means more sustainable
Thanks to their very long-term perspectives and strong sense of responsibility, family businesses generally excel when it comes to ESG performance. Commercial sustainability has always been a prominent factor in the stock selection process of Bellevue's Entrepreneur Team. Now ESG considerations are fully integrated into its fundamental research at every stage of the investment process by means of analytics tools. ESG-related risks as well as opportunities are screened in the team's investment approach. This puts the fund in a position to identity tomorrow's potential "ESG stars" when they are still under the radar for much of the investment community. The portfolio management team headed by Birgitte Olsen strives to identify the leaders in terms of operational sustainability as well as companies that will provide the most promising solutions for a greener planet and that are pivoting their business models towards sustainability-driven solutions.