Financially material ESG standards, long-horizon data and systematic index methodology.

1. ESG Standard (sector-based & regulatory relevance)
SD-KPI defines three financially material ESG KPIs across 68 industries using a sector-specific prioritization logic. The SD-KPI Standard 2016–2021 is explicitly referenced in BaFin’s Guidance Notice on Sustainability Risks and demonstrates a documented high degree of overlap with the SASB industry standards.

2. ESG Data (long-horizon time series)
The SD-KPInform database provides consistent ESG time series since 2009 for more than 15,000 companies globally. The data supports applications in risk management, regulatory alignment, portfolio construction and investment analysis.

3. ESG Index Methodology (empirical validation)
SD-KPI tilt methodologies have been implemented in collaboration with index providers for equity and corporate bond strategies. Across historical implementations and independent backtests, SD-KPI-based strategies have demonstrated positive excess return differentials relative to conventional benchmark indices while maintaining moderate tracking error characteristics.

Past performance, including backtested results, does not guarantee future results.

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