Edison Investment Research - Okoworld AG (VVV3) Profits and principles - a pioneer in SRI

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Edison Investment Research

Profits and principles - a pioneer in SRI

Socially responsible investment (SRI) is the buzzword in the financial industry today, but ÖKOWORLD (ÖWAG) is a pioneer with a 40-year history. ÖWAG is the parent company of a fund management group, an insurance broker and advisory service. Sustainable investment is ÖWAG’s mission, explained by its ‘profits and principles’ strategy. Funds are managed through a disciplined SRI process with a consistent track record, leading to strong rankings from major rating agencies and numerous awards. Management expects the strong brand and investment results to propel AUM beyond €1bn in 2017, cementing healthy margins and steady dividend growth for ÖWAG.

31/03/2017 12 EN

Underlying

Okoworld AG

OEKOWORLD AG, formerly Versiko AG, is a Germany-based investment consulting company and funds operator that focuses on ecological investments. The Company serves both private customers and institutional investors, banks and other financial services provider. It offers the pension insurances Oekoviola, Versirente and Veresikid, as well as the investment funds Oekoworld Oekovision Classic, Oekoworld Growing Markets 2.0, Oekoworld Oekotrust, Oekoworld Klima, Oekolworld Water For Life, Oekovision Garant 20 and New Energy Fund. The Company conducts sustainability research in order to identify potential investment possibilities and asset and fund management through OEKOWORLD LUX SA, a Luxembourg-based subsidiary.

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DE0005408686 Germany

Provider

Edison Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

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Profits and principles - a pioneer in SRI

Kapitalmarktumfeld belastet, Konzernhalbjahresüberschuss leicht unter Vorjahr

H1 schwächer als im Vorjahr, Bewertung bleibt attraktiv

Marktumfeld sorgt für schwaches Kapitalanlagegeschäft, Dividende bleibt stabil

International Public Partnerships - Consistently and responsibly delivering

Portobello SpA - Focus back on the operations

Intralot - Focus on business development in FY24

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