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Oekom Research About Oekom Research
Sustainable investment has turned into a global growth market. To be in a position to invest in leaders in the sustainability field, both private and institutional investors need high-quality research. As an independent rating agency, oekom research AG has been providing in-depth information on the environmental and social performance of companies, sectors and countries since 1993. The company is now one of the world's leading providers of sustainability research. The analyses and assessments of oekom research have gained an outstanding reputation amongst experts in the field.

Products and Services
1 - Research Reports:
Standardized research at the highest level - oekom research assesses the social and environmental performance of the world's most important companies, sectors and countries.

  • Country Rating: assesses countries' responsibility towards its social, environmental and cultural sustainability.
  • Corporate Responsibility Profile: gives an initial overview of a company's environmental and social cultural engagement. It includes a comprehensive negative screening of around 15 criteria and is based on an analysis of resources available to the public.
  • Environmental Rating: environmental evaluation of a company on a twelve point scale ranging from A+ to D-. It is based on approx. 100 single criteria.
  • Social Cultural Rating: social cultural evaluation of a company on a twelve point scale ranging from A+ to D-. It is based on approx. 100 single criteria.
  • Corporate Responsibility Rating: assesses companies' responsibility towards social, environmental and cultural aspects on the basis of approx. 200 criteria. It consists of the Environmental and the Social Cultural Rating.
  • Industry Reports: contains all Environmental and Social Cultural Ratings from an industry and offers an insight into the industry's key environmental and social issues. The report compares the activities of the individual companies in the areas of analysis, it identifies the measures that the leader has already implemented and it points to the areas with potential for further improvement.
  • Potentials Research: identifies small and medium sized companies that contribute substantially to sustainable development due to their products or services and includes a comprehensive negative screening.
    Each company is screened on involvement in the following areas:
  • Nuclear power
  • Military
  • Alcohol
  • Tobacco
  • Pornography
  • Gambling
  • GMOs
  • Biocides
  • Chlororganic mass products
  • Animal testing
  • Violation of human rights
  • Violation of labor rights
  • Embryonic Research
  • Controversial projects
According to the client's requirements, negative screening may be extended.

2 - Research Services
Individual advice on sustainable investment products on the basis of oekom's research:

Sustainable fund products

  • Development and maintenance of sustainable publicly offered and special funds.
  • Development of customized portfolio strategies
  • Negative screening
  • Best-of-class rankings
  • Stock picking
  • Continuous updating
  • Monthly Corporate Responsibility News

    Sustainable portfolio consulting
    In conjunction with different partners from the asset management field, oekom research offers sustainable portfolio consulting at the highest level.

    • Deposit analysis according to ecological, social and financial criteria
    • Ethical alignment of portfolio
    • Optimisation of portfolio strategy
    • Continuous recommendations for redeployment of portfolio
    • Regular review of strategy and implementation of strategy
    References
    • financial services
    • Dresdner Bank Investment Management
    • Kepler Fonds
    • Metzler Investment
    • oeco capital Lebensversicherung
  • SEB Invest
  • Sparkasse Bonn
  • Sparkasse Oberösterreich
  • SüdKA
  • UBS Global Asset Management

  • Investment Products
    Special funds
    Publicly offered funds
    Mandates in private asset management
    Church Investors
    Diocese Linz
    Diocese Rottenburg-Stuttgart
    5 Catholic Orders
    Lippische Landeskirche
    19 Protestant Congregates
    Darlehensgenossenschaft Münster
    Companies
    Apple
    Bâloise Holding
    Bayer
    BMW
    Conoco
    Credit Suisse
    Deutsche Bank
    Deutsche Telekom Eni
    Fiat
    Halifax
    Honda
    Nike
    Nokia
    Novo Group
    Ricoh
    Renault
    Sony
    SwissCom
    Volkswagen

    Consultancies / Organisations

    Greenpeace
    International Finance Corporation/Worldbank
    Roland Berger & Partner
    The Japan Research Institute
    WWF
    Contact
    oekom research AG
    Goethestraße 28
    80336 Munich
    Germany
    Phone: 0049-89-544184-90
    Fax: 0049-89-544184-99
    www.oekom-research.com
    info@oekom-research.com
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