Focus on sustainability
Our ESG approach at Hauck & Aufhäuser Fund Services S.A.
Sustainability - our mission for the future
In our view, sustainability is essential for a future-proof economy, shapes our work and is our clear mission, also with regard to future generations.
We actively accompany and support the path to achieving the required contribution of the financial sector to the transformation to a sustainable economy.
Making investments sustainable
Our clients and their requirements and investor needs are clearly the focus of our work in implementing the extensive and complex regulatory requirements for sustainable products.
As an established and experienced KVG in Luxembourg, we support you in making your investments sustainable and successfully integrating them into your investment strategies.
Achieving sustainability goals
Our comprehensive range of ESG (Environmental, Social, Governance) services helps you to meet regulatory and supervisory requirements, achieve your sustainability goals and make a positive contribution to society and the environment.
As a signatory to the UNPRI and a member of Luxflag, Hauck & Aufhäuser Fund Services S.A. actively contributes to promoting the integration of ESG factors into investment decisions.
Our commitment
Due to the importance of sustainability, HAFS is also involved in the creation of best market practice standards and is a member of various ALFI and German BAI working groups on ESG.
Our ESG Services
1. Regulatory compliance
Thanks to our many years of expertise, we ensure that your funds comply with the ESG requirements of the SFDR (Sustainable Finance Disclosure Regulation) and the Taxonomy Regulation. With our in-depth expertise, we support you in the implementation of reporting standards and disclosure guidelines.
2. ESG-Integration
We help our fund initiators and fund managers to seamlessly integrate their ESG criteria and the specific requirements of their investors into their investment strategies.
3. Reporting and transparency
We support you in creating customized and transparent ESG reports that meet the expectations of your investors and regulators.
4. Training and consulting
Our team of experts offers practical training and individual advice to bring you and your team up to speed on ESG.
ESG Advisory
We offer you comprehensive advice on all questions relating to ESG and sustainability
Our Reporting Services
SFDR Data Manager – HAFS IT Solution
With our specially developed IT solution, the SFDR Data Manager supports customized reporting in accordance with the requirements of the SFDR, both pre-contractually and periodically.
In addition, we take over the data collection, creation and automated transmission of the CSSF Data Collection for our fund partners.
The SFDR Data Manager was developed to disclose the ESG strategy of a fund over its entire life cycle.
European ESG Template (EET) and Principal Adverse Impact (PAI) figures for real asset structures
The EET is a cross-industry template for the exchange of ESG data. It is designed to share the ESG characteristics of sustainable AND non-sustainable funds between product manufacturers (AIFM) and consumers.
Institutional investors and AIFMs are required to collect PAI figures and taxonomy information (from 2025) to comply with regulatory requirements (SFDR, taxonomy, CSRD/NFRD, MiFID II). We are happy to support you at any time.
Customized reporting solutions
In addition to the standard reports, we can of course also help you to implement your individual ESG reporting requirements. For example, we create automated web-based solutions to produce a customized “ESG Impact Report” to disclose minimum ESG standards and PAI key figures for a fund with sustainable investments.
PAI Statement
Statement on principal adverse impacts of investment decisions on sustainability factors (HAL-Gruppe)
Challenges, we support you with
So why ESG & sustainability?
Sustainability is not just our responsibility, but an opportunity to position ourselves for the long term and make a difference through future-oriented action. ESG-compliant investments offer long-term benefits, promote responsible action and strengthen the confidence of your investors.
Together with us as an experienced partner, you can set an example for a sustainable future.
