ecoplanfinanz AG

ecoplanfinanz AG

Germany
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Product selection at ecoplanfinanz - economical, sustainable and transparent
ecoplanfinanz AG (ecoplanfinanz AG) answers:

This cannot be answered in general, as ecoplanfinanz offers comprehensive financial and insurance advice tailored to the individual needs of its clients. This comprises the following areas and thus different product categories and suppliers: 

Income, retirement, wealth, safety and health.

The selection process of the products that we recommend to clients after presenting their personal values takes place on two levels:

  • Ökonomie
  • Ethics/Öecology

This procedure should be briefly explained using the example of investment funds: Initially, only those products will be considered that are sustainable investments in themselves. In a second step, these are checked for their economic viability and finally subjected to our internal sustainability scoring and checked for compliance, e.g. to determine whether the listed companies are active in the Rüstungsindustrie or nuclear energy.

Another example is government bonds as a financial investment. We have also developed our own scoring system for this purpose. Not only the gross domestic product of the states is considered, but also, for example, the share of nuclear energy in total electricity consumption or military expenditure.


ecoplanfinanz AG
6/24/2016
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Product selection at ecoplanfinanz - economical, sustainable and transparent
ecoplanfinanz AG (ecoplanfinanz AG) answers:

This cannot be answered in general, as ecoplanfinanz offers comprehensive financial and insurance advice tailored to the individual needs of its clients. This comprises the following areas and thus different product categories and suppliers: 

Income, retirement, wealth, safety and health.

The selection process of the products that we recommend to clients after presenting their personal values takes place on two levels:

  • Ökonomie
  • Ethics/Öecology

This procedure should be briefly explained using the example of investment funds: Initially, only those products will be considered that are sustainable investments in themselves. In a second step, these are checked for their economic viability and finally subjected to our internal sustainability scoring and checked for compliance, e.g. to determine whether the listed companies are active in the Rüstungsindustrie or nuclear energy.

Another example is government bonds as a financial investment. We have also developed our own scoring system for this purpose. Not only the gross domestic product of the states is considered, but also, for example, the share of nuclear energy in total electricity consumption or military expenditure.


ecoplanfinanz AG
6/24/2016