Under the European Regulation 2019/2088 of November 27, 2019, various rules apply to the provision of sustainability information in the financial sector. These rules also apply to administrators such as Heeneman & Partners. Through this publication, we comply with the regulations. We recognize the importance of the regulations in the field of sustainability in the financial sector and transparency about this. A sustainable real estate policy not only serves a social interest, but also a financial interest, especially in the long term. It is therefore essential for the future-proofing of Heeneman & Partners and our funds.
In view of the long-term importance, sustainability is of paramount importance to Heeneman & Partners. Our funds recognize the importance of a healthy planet and society. We strive to reduce our own negative impact on the environment and our environment as much as possible, both in our own work environment and in our real estate portfolios.
Heeneman & Partners takes sustainability into account as much as possible in its investment policy. This means, among other things, that almost all existing objects in the real estate portfolios have an A-label. Heeneman & Partners also has all objects tested for an energy label for new projects. Objects with an A-label are preferred in order to maintain a sustainable real estate portfolio. Should new projects have a lower energy score, a roadmap will be drawn up to identify the improvement measures. Even projects that already have an existing high sustainability score always look at opportunities for improvement. This striving for optimal sustainability is an ongoing process in managing our funds. It is therefore not only important to make sustainable choices for new projects, but also to minimize the ecological impact of existing projects. Although sustainability is very important, achieving the highest possible return for customers at the lowest possible risk is currently the most important investment consideration, given the above method. Possible adverse effects of investment decisions on sustainability factors are therefore not explicitly included in our decision-making process, as they are not easily measurable by us.
The underlying investments in our financial products do not take into account the EU criteria for environmentally sustainable economic activities.
Sustainability and the associated risks are not just part of investment decisions. Heeneman & Partners has a sustainability committee that is part of the risk committee. The members of the risk and sustainability committees meet at least four times a year. During these meetings, among other things, a risk assessment regarding sustainability takes place. The sustainability committee concludes that there are currently no material sustainability risks. If the ongoing assessment shows an increased risk, the committee will propose measures to this end.
In our investment policy funds has further developed how Heeneman & Partners takes sustainability factors into account when purchasing and managing real estate.
The remuneration policy established by Heeneman & Partners also takes sustainability factors into account where possible. For example, the existing remuneration structure does not encourage the taking of unacceptable risks (related to sustainability). Heeneman & Partners does not grant fixed or variable remuneration to employees who take unacceptable risks (in terms of sustainability).
Heeneman & Partners strives to include the most important adverse effects on sustainability in its investment decisions. In doing so, Heeneman & Partners takes into account the nature, scope, scale of activities and the types of financial products offered. The funds that Heeneman & Partners offers and manages do not promote sustainability features or have sustainable investments as their objective, as referred to in articles 8 and 9 of the European Regulation 2019/2088.
Last modified: March 15, 2024
