Agenturprofil oekom research AG


Products & services oekom research offers individual research services and standardized research reports.

Research Services:

Development of a tailor-made sustainability concept:
Definition of sustainability criteria
Design of a communications plan
Screening of assets according to sustainability criteria:
Analysis and successive redeployment of existing portfolios
Development of a sustainability-universe for new portfolios
Continuous updating and monitoring:
Quarterly updates and monthly ad hoc-research
Customized extension of customers sustainability-universe

Research Reports:

Corporate Responsibility Profile
The Corporate Responsibility Profile offers an overview over the company activities in ecological and social areas. It is based on publicly accessible documents. Currently (July 2003) profiles for approx. 1,000 companies are available.
Corporate Responsibility Rating
The Corporate Responsibility Rating is based on the so called Frankfurt-Hohenheim Guidelines. It is the most comprehensive set of criteria for ethical evaluation of companies worldwide. The Corporate Responsibility Rating evaluates the responsibilities of companies towards society and culture (cultural sustainability), people influenced by company activities (social sustainability), and nature (nature sustainability). Currently (July 2003), ratings for approx. 750 companies are available.
Industry Reports
In the classical Industry Report the entire individual rating results within a given sector are summarized and analysed. The report includes lists for each area examined, background information as well as ratings and profiles for all the companies analysed. The Industry Report SPECIAL is even more adapted to specific customer needs. It offers an individual analysis of strengths and weaknesses in comparison with competitors. Where does a company already take a leading position, in what areas does the company need to improve? Currently (July 2003) Industry Reports are available for all industries where company ratings have been carried out.

Potentials research small & mid caps: oekom research identifies small and medium sized companies, whose products and services contribute exceptionally to sustainable development. The selection process for qualifying as sustainability potential:

Ratio of turnover derived from sustainable products and
services > 50%
No activities in controversial business areas and procedures

Country Rating
The Country Rating assesses the institutional framework and the performance of a country in the environmental and social area on the basis of 150 indicators in six areas of investigation. Currently (February, 2008) country ratings are available for 50 countries.

Negative Screening
Company Negative-Screening: No matter if a company is ranked as Best in Class, the applying of specific criteria may lead an ethical oriented investor to refrain from investing in a company. Therefore, oekom research carries out a comprehensive negative screening in a great number of ethical controversial business fields and practices for each company. This enables customers to filter companies.

Countries Negative-Screening: Different conditions and activities of a country may also be considered as particularly ethical controversial and lead to the exclusion from an investment. Similar to the company analyses, oekom research carries out an additional comprehensive negative screening for each country. This screening enables our customers to filter countries

Ad-Hoc-Research
The Ad-Hoc-Research provides monthly reports about developments that are of particular relevance to investment in companies and countries, in the ethical, environmental and social fields.

Clients 1. Clients Research-Services

Financial services companies
Bankhaus Schelhammer & Schattera KAG
Bethmann Bank
Dresdner Bank Investment Management
GLS Gemeinschaftsbank
Kepler Funds
Metzler Investment
Morgan Stanley Private Wealth Management
oeco capital Lebensversicherung
Raiffeisen KAG
SEB Invest
SKWB Schöllerbank AG
Sparkasse Bonn
Sparkasse Oberösterreich
SüdKA
UBS Asset Management

Investment products
10 mutual funds
various restricted funds
various assignments for asset management services

Religious investors
diocese Linz
diocese Rottenburg-Stuttgart
various catholic orders

The analyses of oekom research is included in the asset management of numerous restricted and mutual fonds. We provide research for assets totaling more than 85 billion euros (February, 2008)

2. Research Reports clients:

Consultancies / Organisations
Greenpeace
International Finance Corporation / Worldbank
Roland Berger & Contact persons
The Japan Research Institute
WWF

Companies, e. g.
Alcatel
Allied Domecq
Apple
Bayer
BG
BMW
Canon
Conoco
Deutsche Telekom
Eni
Fiat
Henkel
Hewlett-Packard
Honda
Kraft Foods
NEC
Nokia
Novo Group
OMV
Renault
Repsol
Ricoh
RWE
Sony
SwissCom
TotalFinaElf
Toyota
Verbund
Volkswagen
 


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