Odoo - Sample 1 for three columns

Sample Asset Management

Street

ZIP code City

www.muster-am.de

Contact Institutional Clients

Name

Function

Phone

E-mail

Contact Wholesale Clients

Name

Function

Phone

E-mail

Company at a glance

xyz

Market position and target clients

xyz

Investment philosophy in general

xyz

sub-category
Global (active)

Global (passive)

Preciuos Metals


Industrial Metals

Without Soft Commodities


ETFs

Other

Short describtion of your competence and USPs in managing commodities

xyz

ESG PHILOSOPHY

xyz

ORGANISATION

Category

ESG-Officer
UN PRI
ESG-Company Report
ESG (Company) Rating

Investmentstrategies

Asset Classes
Equities
Fixed Income
Convertible Bonds
Real Estate
Multi Asset
Others

Short describtion of your ESG-competences

xyz

ESG-Methods

Methods

ESG Intergration
Best in Class

Exclusion Criteria
Positiv Screening
Impact Investing
Engagement / Active Ownership
Minimum

ESG Reporting